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 […]
Posts Tagged ‘Partner Relationship Management’
Focus on Partner Experience in your Community
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 […]
Why Channel Teams Choose Salesforce
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 […]
Dreamforce: Salesforce Community Cloud Keynote
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 […]
Deal Registration – Start with Leads or Opportunities?
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 […]
Salesforce Chatter Communities replacing Salesforce Portals?
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 […]
Salesforce Best Practices: Portal Branding & Content Management
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
Salesforce Best Practices: Where Permission Sets Shine
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, […]
Salesforce Best Practices. List Views & Portals: Remember To Keep It Clean
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 […]
Salesforce Portal Strategies: Buy vs build?
Over the years, we’ve worked with clients on a great many portal implementations. And we’ve seen a lot of different paths companies take based on their unique processes and end-user needs. But I am always surprised when companies choose to build their own portal infrastructure rather than license a portal such as the Salesforce Customer […]
Salesforce best practices: Sharing is caring. But know what you are sharing…and with whom.
One of my favorite features of Salesforce is the ability to share information with your community, be it through the Partner Portal or Customer Portal, Salesforce Sites, Siteforce, or Salesforce-to-Salesforce. Bringing a Salesforce Cloud to your community is a great way to foster better and more efficient communication.
Salesforce Best Practices: Utilizing the Partner Account Field
Summarizing reports by owner name is one of the many useful aspects of Salesforce. But if you sell through partners, you probably want to see leads and opportunities based on the partner company name rather than the partner employee name. This way, you can easily understand partner performance. Should be easy, right? It is. But […]