Salesforce PRMSalesforce
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Related Products
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About
PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.
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About
Salesforce Partner Relationship Management (PRM) is a comprehensive solution designed to help businesses manage their partner ecosystems efficiently. It provides tools for partner onboarding, deal registration, collaboration, and performance tracking. Integrated with Salesforce’s CRM, the PRM platform offers a seamless experience for managing partner relationships, enabling businesses to streamline workflows, improve sales performance, and gain deeper insights into partner activity. Features like AI-powered sales workflows, automated marketing fund requests, and partner analytics help businesses optimize partner-driven sales efforts.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue
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Audience
Businesses and sales teams looking to optimize their partner relationships, streamline sales processes, and boost performance using an integrated Partner Relationship Management (PRM) solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPartnerBoard
United States
www.partnerboard.io
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Company InformationSalesforce
Founded: 1999
United States
www.salesforce.com/sales/partner-relationship-management/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Partner Relationship Management (PRM) Features
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management
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Integrations
Salesforce
Google Analytics
HubSpot CRM
Oracle Partner Relationship Management
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Integrations
Salesforce
Google Analytics
HubSpot CRM
Oracle Partner Relationship Management
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