Salesforce Partner Management & Lead Management App

• Yes, as long as the permissions are set appropriately on the partner’s profile.

• Absolutely. Control the sidebar position and choose the view that works best for you—list or tiles.

• You have the flexibility of using our out-of-the-box contact form or creating a custom one to generate new leads and let customers contact partners directly.

Salesforce is a powerful customer relationship management (CRM) system that helps businesses manage all aspects of their customer interactions, from sales to service and support. With a cloud-based infrastructure, all data is stored on remote servers and accessed through the internet, making it accessible to employees from anywhere with an internet connection.

In addition to CRM functionality, Salesforce offers a wide range of features and tools to help businesses manage customer interactions. One such tool is the Experience Cloud platform, formerly known as Salesforce Community Cloud, which enables businesses to build branded, mobile-friendly websites and portals connected to Salesforce CRM. 

To further enhance the functionality of Experience Cloud, businesses can expand by implementing AppExchange solutions for Experience Cloud, such as AC Partner Marketplace, AC Ideas Ultimate, and AC Events Enterprise.

To enhance the functionality of a Salesforce partner portal, businesses can use a range of AppExchange add-ons, such as referral management solutions, partner analytics applications, training and certification solutions for partners, and partner marketplace apps. Advanced Communities offers a variety of PRM solutions designed for businesses of different industries and sizes that use Salesforce Experience Cloud. You can explore all of our solutions by navigating our website.

AC Partner Marketplace is native to Salesforce & offers comprehensive features that make it easy to find and engage with partners, generate leads, and grow your business in a secure and customizable environment.

Here are 8 of its key features:

• Partner Directory and Partner Marketplace functionality;
• Customizable filtering and sorting options for partner listings;
• Ratings and reviews support for partner solutions and services;
• Contact Partner button for easy connection with partners;
• Lead generation with Contact Partner form on the partner page;
• Zones support for organizing partners and solutions;
• Self-service capabilities for partners to update their own information;
• Google Maps integration for finding relevant partners and solutions.

Utilize the power of the AC Partner Marketplace as Salesforce lead generation software for Partner Relationship Management sites to generate new leads for your business. Simply enable the ‘Contact Partner’ button and start collecting new leads from the ‘Contact Partner’ form with just a few clicks. Use Salesforce Sales Cloud for lead management to ensure your marketing and sales teams stay updated on upcoming leads from the partners.

AC offers some other apps for both commercial businesses and nonprofits like Salesforce membership managementsoftware AC MemberSmart, event management appAC Events Enterprise, knowledge management solution AC Knowledge Management Enterprise, and more.

Salesforce lead management refers to the process of capturing, tracking, and nurturing potential sales leads within the Salesforce CRM platform. It involves managing leads from initial contact or acquisition through to conversion into customers.

Organizing Salesforce leads is all about efficient lead management. It effectively involves structuring your leads in a way that makes them easily accessible, identifiable, and actionable for your sales and marketing teams. Here are steps to organize Salesforce leads:

• Customize lead fields in Salesforce to capture relevant information about your leads.
• Set up lead assignment rules to automatically assign leads to the appropriate sales representatives
• Implement lead scoring to prioritize leads based on their level of engagement and likelihood to convert.
• Segment leads into distinct groups based on characteristics such as industry, company size, or lead source.
• Define lead status values and stages that reflect the progression of leads through the sales funnel.
• Track the source of each lead to determine which marketing channels and campaigns are driving the most valuable leads.
• Establish clear processes for converting leads into opportunities, accounts, and contacts within Salesforce.
• Regularly review and clean up your lead database to remove duplicates, outdated leads, and irrelevant information.

A Partner Relationship Management (PRM) system is a software platform designed to manage and facilitate relationships with an organization’s channel partners, resellers, distributors, dealers, and other external partners. PRM systems provide tools and functionalities to streamline partner interactions, improve collaboration, enhance lead management, and drive mutual business success.