Hello Trailblazers… Salesforce provides robust functionality for managing partner relationships, including the ability to convert existing users into Partner Users. This feature is especially useful when you need external partners to have access to your Salesforce org to collaborate on opportunities, access resources, and enhance business processes. In this blog, we will walk you through […]
Posts Tagged ‘Partner Relationship Management’
Step-by-Step Guide: Creating a Partner Account in Salesforce
Hello Trailblazers… Salesforce, the world’s leading CRM platform, offers robust features to manage different types of relationships and interactions. One key feature is the ability to create Partner Account, which can help you manage relationships with external partners, such as distributors, resellers, or consultants. In this blog, we’ll walk you through the steps to create […]
Creating a Partner Portal in Salesforce: A Comprehensive Guide
Hello Trailblazers… In today’s competitive business environment, managing relationships with your business partners effectively is crucial for success. Salesforce offers a powerful solution for this: the Partner Portal. A Partner Portal allows you to collaborate seamlessly with your partners, providing them with access to key information and resources while maintaining control over your data. In […]
Perficient’s Salesforce Partner Relationship Management Expertise
Leaders in the healthcare, financial services, manufacturing, and automotive industries, among others, are seeking to improve the customer experience while streamlining operations for maximum efficiency and profitability. In order to remain competitive in a constantly evolving market, many organizations seeking long-term success have turned to Salesforce and its partners like Perficient. With over 500 Salesforce […]
Salesforce Roundtable: Virtual Event for Manufacturers on September 10
Calling all manufacturers! Come join us for a candid conversation with experienced manufacturing leaders on Thursday, September 10. Hosted by industry veterans Tony Kratovil from Salesforce and Eric Dukart from Perficient, this virtual roundtable event will dive into what’s top of mind in the world of manufacturing and how companies with indirect sales channels can […]
Why B2B Leaders Are Investing in PRM: Forrester Report
You know it’s critical to stay connected to your customers. And if you’re in B2B, it’s vital to strengthen relationships with your partners, too. But which tools and technologies are the best fit – and the best investment? Why Channel Software, Why Now Forrester interviewed Perficient for its recent report The Forrester Tech Tide: Channel […]
Why Change, Why Now: COVID-19 & Digital Transformation in Manufacturing
Yesterday I noticed this little gem in my LinkedIn feed, courtesy of author Mark Metry: There is, of course, a bit of wry humor behind it. But there’s also a great deal of truth – and a serious reality – particularly for manufacturers. According to a March 2020 survey by the National Association of Manufacturers […]
8 Benefits of Digital Transformation Done Right
Manufacturing is a complex industry, and with growing competition, connecting with your customers is more important than ever before. But it’s no small challenge to create a completely seamless experience – especially if you rely on dealers, distributors or other partners to be the biggest ambassadors of your brand. Finding the Right Strategic Partner Forrester […]
Digital Transformation: 6 Common Challenges for Manufacturers
More customer expectations. More data. More connected devices. It’s all increasing rapidly, driving the need for digital transformation. But while most manufacturers acknowledge the importance of this transformation, over the past few years only 5% of executives have been happy with their current digital strategies (Forbes). Why Manufacturing Is Different The standard definition of digital transformation […]
[Analyst Study] 114% ROI for Manufacturers Working with Perficient
In the manufacturing industry, partner ecosystems create unique efficiencies for reaching and serving customers. But they can also create unique complexities – especially when it comes to customer data and digital experiences. According to Forrester, 71% of buyers choose a dealer, distributor or other partners after a digital-only journey. That means it’s more important than […]
Improve Your Partner Community: Applying Feedback
In yesterday’s blog post, we discussed gathering feedback from your partners in order to improve your partner community user experience. Now, in light of Salesforce announcing a preview of the new Partner Central Community in the Summer ’17 release, let’s dive into the data and come up with some solutions on how to address common pain points. […]
Improve Your Partner Community: Gathering Feedback
So you want to improve your partner community. You worked hard on it and had high hopes that it would be the sparkle in your partners’ eyes, but it fell flat. Maybe the content isn’t what your partners are looking for (maybe they can’t even find it!), or maybe piecemeal, band-aid-like updates have taken a […]