Customize templates to make a partner experience that looks and feels like an extension of your brand and website. Use drag-and-drop templates to pull in any data or automation needed for partners — directly from your CRM. Manage multiple types of partner experiences with Partner Cloud. Tailor the look and feel for the exact needs of each partner.

Automate CRM-native, secure deal registration and lead routing. Make it easy for partners to know which deals to focus on by sharing a real-time Pipeline Inspection view of deals as well as AI-generated deal scores. Simplify co-selling opportunities with Partner Connect, which allows teams to securely work deals across multiple CRMs.

Market with partners easily with a library of marketing content and campaigns. Simplify partnerships by automating Marketing Development Fund requests and approvals. With Partner Cloud, extend the power of your customer support by giving partners access to cases, knowledge, and more.

Turn partners into efficient, powerful representatives of the business by giving them agents that guide partners to product specs, selling details, and other assets to ensure they are ready to close deals across every customer conversation. Use agents to recommend next steps and motivate partners to level up their skills.

Motivate partner selling directly in the partner experience with Partner Tracks. Guide partners toward the right tasks with easy-to-build in-app guidance. Make it simple for partners to know what matters by tying partner activity — like campaigns run, leads generated, or deals closed — to desired business outcomes. Serve up the best resources to help ramp or level up partnerships.

Incentivize partners to come back and sell more with an incentive structure that makes sense for your business. Tap into incentive compensation and share real-time updates on progress inside the partner experience. Reward partner loyalty with credits, referral points, and more. Give partners a true understanding of how their work is contributing to success with Loyalty Management.

Drive better business results across your channel ecosystem with Channel Revenue Management. Bring inventory, pricing, and incentive data together across partners, suppliers, and resellers directly into your CRM. See what inventory is out in the market, quickly address the impact of pricing changes, and ensure every partner has what they need to sell faster.

Incentivize strategically with a full suite of rebate management tools. Automate the processes for ship and debit, price protection, and volume or growth rebates. Control when rebates start and end. Maintain rebate transparency, build lasting relationships with partners, and protect your bottom line.

Make it easy for partners to track deals, pricing shifts, and incentives inside their PRM experience. Get aligned quickly on partner deal or design registrations with automated workflows and approval processes. Win partners’ trust with simple processes to file claims, upload POS data, and check rebate status.

Make it easy for partners to collaborate with Slack and Slack Connect. Automate deal registration and simplify updating deal data in the flow of conversation with the PRM for Slack app. Get partners answers to their questions faster with Agentforce inside Slack.

Help partners get engaged and sell confidently by giving them access to agents that help answer questions based on knowledge bases, content, and other tools. Use agents to route leads, kick off MDF requests, or create quotes.

Ensure consistent quoting, pricing, and billing across channels by integrating Revenue Cloud into your partner experience. Centralize transaction data for partners, internal stakeholders, and customers. Reduce manual work for partners with agent-first quoting and configuration. Support any revenue model – including one-time sales, subscription, and consumption.