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 […]
Posts Tagged ‘Partner Relationship Management’
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 […]
Top 3 Reasons For Poor Salesforce Portal Adoption
The good news: You bought Salesforce Partner Portal You found it incredibly easy to set up a basic portal implementation The bad news: You are not getting the portal adoption by your partners that you expected