Posts Tagged ‘Partner Relationship Management’

Yesterday Salesforce announced the launch of Lightning Partner Communities, delivering a best-in-class digital experience for companies looking to accelerate channel sales from their partner ecosystem. Empowering your partners, resellers, and channel teams with new collaborative tools has become imperative to driving growth for successful partner programs today. However, many companies still struggle with disconnected business systems, […]

Psssttt! Wanna know a secret? Of course you do! Rumor has it the secret to growing your channel business (and you bottom line) is – partner engagement. You might be thinking (well duh, that’s a given). What you may not have realized is that the rules and means of engagement have changed. Cloud continues to have an […]

As our world becomes more mobile, there is more and more of a push to make Partner Communities available on mobile devices. A recent Forrester study confirms that field sales teams at your channel partners increasingly manage their business from their smart phones and tablets, and partner portal adoption is low when companies do not […]

  Deal registration continues to be the number one reason that we see our customers implement Partner Communities. Several years back, my colleague Jason Dickinson wrote an excellent blog about three different ways that you can implement Deal Registration in Salesforce that still rings true today. Here, I will focus on three deal registration best practices that […]

  Digital communities result in 43 percent increase in partner sales, according to recent research from Salesforce. Channel Managers know that their partners are busy; most of the time, working with your company is not their full-time job. In fact, they may also work with your competitor so it is critical to make it as […]

  Are you looking for better ways to engage and enable your partners? Do you want to reduce channel conflict and get better insight into your pipeline? Are you struggling to get a 360-degree view of your partners due to managing your channel business in multiple systems or perhaps (gasp!) on Excel spreadsheets? Do you […]

Why community cloud? Communities are proliferating at a high rate. Yelp originates 200,000 calls to businesses. 78M bike rides are shared via Strava. 94% of recruiters use LinkedIn to vet new candidates. But most businesses are not connected today. We have Portals disconnected from the public website or social networks. Salesforce’s Community Cloud offers a […]

Delivering a deal registration process has been a top 3 reason companies choose to implement Salesforce Partner Relationship Management (PRM). But like many things in Salesforce you have a variety of implementation approaches to consider. Where do you capture deal registrations? Leads Opportunities Custom objects The answer is: it depends. There are a number of factors […]

Perficient is incredibly excited to see the continued investment salesforce.com makes in Salesforce Chatter, Salesforce Service Cloud, and the Force.com platform. These innovations provide our customers new ways to engage with employees, customers, partners, and the public at large. What does the announcement of Salesforce Chatter Communities have on the future direction of the Salesforce Customer Portal and Salesforce Partner […]

In a prior blog we talked about portal adoption strategies and suggested a combination of approaches that would improve adoption, including: Simplifying portal content Targeting compelling content to specific user tiers or geographies Reinforcing your brand by matching your portal with your corporate brand

A few months ago, I read a blog on permission sets and how another consulting company (Arkus) had managed to do an implementation with just two profiles. That same company has now created a tool called The Permissioner to mass assign users a permission set, which I think is a great help to system administrators who, like Arkus, […]

A frequent challenge when using portals is list view visibility. Many companies new to Salesforce do not lock down the “Manage Public List Views” profile permissions. This enables business users to create a list view for themselves, such as “Mary’s Cases,” and then unknowingly make it visible to everyone, both internally and externally. Be sure […]