Partner Networks Blog
Partner Networks Blog - Deal Registration
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Spring 09 spotlight: Sharing Opportunity Products with Connections
Feb 27, 2009As you are probably aware, Salesforce to Salesforce now supports sharing Product Catalog and Opportunity Products with connections. Additionally, customers can automate this process using the API feature and share the same product with multiple connections (e.g. reseller and distributor) using the 1:Many feature. Sharing opportunity products is a little more involved compared to other objects. Below is a checklist that you should be aware of to successfully share Products on opportunities:
1) Parent Opportunity must be shared with the connections
2) Product Catalog must be shared with the connections (use the Products list view feature on the Products tab to select Products Catalogs to share)
3) Product Catalog must be active and also be in the price book of the target opportunity
4) Source's Opportunity currency and target's Opportunity currency should match and the product in the target's opportunity price list must also have the currency available and active
5) If the target product has schedules then Quantity and Sales Price are only inserted but never updated
6) Opportunity Product can be shared when sharing the opportunity or using the 'Manage Connections' link on the Sent Connection Name column on the Products related list on the OpportunityIf you have any questions, reach out to product management at: s2s@salesforce.com
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Dreamforce '08 sessions around Salesforce to Salesforce
Nov 19, 2008Customers who attended Dreamforce '08 heard about some of the great momentum around Salesforce to Salesforce. You heard George Hu at the Applications keynote on Nov 4th mention that we've seen a 350% increase in the number of companies using the service and records shared in just the last three months. Based on feedback from customers we've also made the product available free of charge to ALL customers (including Group Edition) with the Winter ’09 release. So all customers can send and accept invitations and share data with other companies using Salesforce CRM at no charge.
Some of you might have attended the sessions in the Channel track. If you did you learnt first-hand from customers who are using the product to drive greater lead conversion rates. You learnt how salesforce is using the product to run joint marketing campaigns with its partners and how global Networks are forming between vendors and partners with the ultimate goal of collaborating real-time on the force.com platform. One session that received rave reviews was around Joint Selling - how Secure Computing and Fishnet Security are driving higher levels of collaboration and closing deals faster since they've started using Salesforce to Salesforce. This was a great session for any customer looking to run a pilot with their top partners. Take a listen and as always if you need any help from the product management team to kick-start a pilot, don’t hesitate to contact us (s2s@salesforce.com)
Sessions of interest:
- Joint Selling with Partners using Salesforce CRM
- Best Practices in Lead Distribution
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Salesforce Partners Receives Top Grades From CRN
Jan 7, 2008Computer Reseller News engineers bullish on Dell's deal registration system powered by Salesforce Partners. Click here to review the full article or you can download the PDF below.
Some of the highlights include:
"We're giving it our thumbs- up for good design and thorough data oversight."
"As far as usability goes, the portal is right on the money. The site is as intuitive as navigating through Amazon.com, so no partner training is required."
"Engineers found that the process creates transparency between partners and the Dell channel sales team, while locking out Dell's direct-sales team."
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Salesforce Partners: Deal registration customer stories
Nov 23, 2007Listen to customers, Siemens and Proofpoint, share their partner program success stories. Both discuss what worked with their deal registration program. Siemens developed a program that rewarded partners for new opportunties, joint engagements, and influencers. Siemens pays partners for aggressiveness and collaboration. Proofpoint approves partner deals that are: new opportunities, not already registered by a partner, and not already a direct deal.
The PPT and recorded session is from Dreamforce 2007. Matt Morris lead the session and the customer participants were Jeff Zobrist from Siemens and Dave Crilley from Proofpoint.
Click here for the session webinar.
Plus if you want the slides, here they are for you to download. Download Morris_deal_reg-ugs-proofpoint.ppt
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Deal Registration Best Practice Series Launched
Jul 3, 2007Recently, we've released a Deal Registration best practice series designed to help you mitigate channel conflict while driving more channel revenues. The three part series includes:
Part 1: 5 Best Practices for Channel Deal Registration
Part 2: Secrets of Salesforce.com's 5-Star Partner Program
Part 3: How to Build a Deal Registration Program with Salesforce.com
Please click on this link and fill out the form to gain access to these three great deal registration seminars. http://www.salesforce.com/form/event/prm_webinar_series.jsp?d=70130000000D3lq
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New deal registration program template for channels
Feb 21, 2007We've just launched a new deal registration program template. You are able to install the template and be ready to launch a comprehensive and best practice deal registration program with your partners. The program inlcudes: reports, dashboards, data capture forms for partners, qualification scripts for channel managers, approval methodologies and much much more.
Click here to test drive and install the deal registration template.
This is a great way for you quickly and easily use channel best practices to jump start your channel programs.
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Partner Enablement Best Practice
Dec 8, 2006Many companies today look for ways to differentiate their channel partner programs while increasing partner adoption. A great partner enablement tool is salesforce.com's Workflow Automation engine. Consider the following scenario: a partner has registered for your program and they've received an email inviting them to participate in your channel partner program. They access your portal, powered by Salesforce PRM, and they now have recieve qualified leads, deal support, marketing dollars and many more program benefits. With Workflow Automation, you can define rules that result in passing targeted and relevant sales tools to your partners while they are iworking with a customer or prospect.
Consider crafting rules and email templates to send partners best practice and sales tools they change a lead status or an opportunity stage. Or a very common best practice is to send the partner a PDF after the partner updates the competitor field on leads or opportunities. The image in this blog posting highilghts an example of a workflow rule including: criteria, tasks, alerts, trigger types and more. Put yourself in the shoes of your partners and consider how appreciative they'd be to receive an email seconds after they update a lead with information that helps to close that lead. -
Deal Registration and Lead Tracking Tools
Sep 22, 2006One of our partners specializing in channel management implementation and consulting services has just released a highly requested feature - TIME BASED WORKFLOW. Consider the following scenario. A partner registers a deal and the deal is approved by the channel manager. The channel manager wants to be notified if the deal is not closed within a certain period of time or if the deal is not acted on in a timely fashion. This new tool empowers you to do just that. Time based workflow from Apprivo allows the creation of an unlimited number of workflow schedules to monitor time sensitive data. We're excited to have this new feature available on the Appexchange. Click here to test drive or get this new feature installed in your own Salesforce.com.
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Quick Win to Reduce Channel Conflict
May 3, 2006Deal registration is a PRM (partner relationship management) strategy used to reward partners for early registration of approved deals. There are many ways to make this a reality using Salesforce.com. One cost effective way is to use web 2 lead. This feature offers an extensible way to capture partner deal registrations and extend your enterprise to your partners.
Here is a link to a customer that is benefiting from a salesforce driven deal registration program: Click here for F5 Networks Web 2 Lead Deal Registration Form. You can see the types of questions this company requires its partners to answer in order to have
their deal registrations approved. Using custom fields, page layouts, record types, web 2 lead, workflow, assignment rules, and reports/dashboards, this company is able to reduce channel conflict, increase channel revenues, and improve partner loyalty. Here is a sample dashboard showing the result of partner deal registrations. This dashboard demonstrates the benefits of having an integrated SFA and PRM system. If you're interested in some guidance or support to set up your own deal registration program feel free to contact product management at Salesforce. -
Partner Deal Registration Demonstration Available
Jan 14, 2006One of Salesforce's PRM subject matter experts, Frank Defesche, has created a day in the life of a partner deal registration program. (Thanks Frank!) This demonstration is available for you to review at your leisure. Deal registration is increasingly being used by companies selling through partners as a way to reduce channel conflict, drive channel revenues, and improve partner loyalty. Many customers today, namely F5 Networks are using Salesforce.com to manage their deal registration programs. Click here for a link to the demonstration. Let us know if this demonstration was useful to show you how you can use Salesforce SFA and the Salesforce Partner Portal to support deal registration.
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