Partner Networks Blog
Partner Networks Blog - Lead Distribution
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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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Need a "Refresh" on your Partner Lead Management Program? - Come to Dreamforce
Sep 18, 2008At Dreamforce this year, we have a great session highlighting companies who are taking a unique approach to lead distribution and management. Leads are critical to your channel's success, but sometimes you need to take a step back from the day to day and look at how you can approach your lead management strategy to get the most out of it. Come to this session to hear about our customers' successes and how you can apply their recommendations to your channel business today.
Session Info:
- Monday, November 3rd - Best Practices for Lead Distribution - Customer Speakers from TELUS and SurePayroll.
For more information on Dreamforce click HERE.
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New in Summer 08 - Account, Contact and Activity Sharing
Jun 16, 2008Share Data and Processes for Sales and Customer Collaboration with Companies Using Salesforce
:: Instantly connect with other companies (business partners, suppliers, and customers) via Salesforce
:: Easily opt in and out of cross-company data sharing
:: Share leads, opportunities, accounts, contacts, activities or any custom object
You may be wondering: How can you securely and easily share data with another company that is also using Salesforce? Or, how can you coordinate with other companies you do business with on revenue and customer-sensitive business processes? It’s all possible with Salesforce to Salesforce in Summer ’08. Salesforce to Salesforce is a powerful service that enables companies to efficiently connect and exchange data with their partners within the Salesforce application. Salesforce to Salesforce provides secure, customizable, and efficient data sharing through point-and-click connections. Integrating and collaborating with your extended partner network has never been easier.
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Professional Edition customers may now send invitations using the Salesforce to Salesforce service
Mar 14, 2008I'm excited to announce that starting March 1st, Professional edition customers can send invitations by buying Salesforce to Salesforce (S2S) licenses in addition to UE and EE edition customers. S2S allows companies (e.g. vendors) to collaborate on leads, opportunities and custom objects with other companies (e.g. suppliers, resellers, distributors, ISVs) who are also using Salesforce.com and receive real-time updates on changes to shared records. This service truly demonstrates the power of our multi-tenant platform and is a great innovation in channels and B2B collaboration.
Following is the new packaging for this service:
- UE/EE/PE editions may send invitations (similar to linkedin invites) by purchasing S2S licenses
- All editions (except Personal edition) may accept invitations free of charge (e.g. Group/Team edition customer can accept an invitation to connect from PE edition customer)
- All editions may share records and send/receive updates on shared records
Please contact your AE or CSM if you're interested in using this service or doing a trial.
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Closed loop lead management webinar and best practices launched
Aug 5, 2007Did you know that only 18% of vendors are satisfied with how leads are provisioned and only 14% are satisfied with how leads are followed up..." (Rod Baptie, CEO, Baptie & Co - channelfocus).
Have you ever wondered what works and what doesn't work in closed loop lead management? Have you ever wondered what to do and what not to do? Well, we've looked across a set of successful customers and come up with a methodology that converts best practices in actionable strategies.
Learn how you can apply this methodology using Salesforce PRM. Here is a link to the pre-recorded webinar and the powerpoint presentation.
http://www.salesforce.com/form/event/prm_lead_dist_webinar.jsp?d=70130000000DEHr
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Salesforce.com speaking at Channel Focus conference
Mar 2, 2007Over the next month Elay Cohen, Sr. Director of Products, will be speaking at the Channel Focus conferences on the topic of "building a best practice closed loop lead distribution program."
Channel Focus UK: March 7 and 8 2007
Channel Focus Latin America: March 14 and 15 2007
Channel Focus North America: April 24 and 25
This is a great conference and worth the time. I look forward to seeing you at the conference.
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PRM lead reporting tools for channel managers
Jan 30, 2007With the Winter 07 release, there is a new feature designed specifically for partner relationship management (PRM) that is available to all Enterprise and Unlimited Edition customers. This feature enables channel managers to group their partners' deal data by partner account. Channel managers can also now easily filter data using the "PARTNER ACCOUNT" field too. It's easy just select the field in the filter criteria of any lead or opportunity report and leave and say does not equal...and leave the value blank.
We've created a sample dashboard with some reports to get you started. Click on the link and install and see how you can start tracking your partner leads inside of salesforce.com
https://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000002gGA6AAM
Also, if you're interested in installing the new PRM portal, click here and you'll be able to have a customized portal on demand up and running with just a few clicks.
http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000002ebetAAA&NavCode__c=
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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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