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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.

About

Salesforce Partner Cloud is a complete partner ecosystem management platform, backed by Salesforce CRM and Agentforce, that helps businesses manage the full partner experience in one place. Teams can market, sell, service, quote, recruit, onboard, enable, support, and incentivize partners through a customizable digital hub connected directly to CRM data and automation. Drag-and-drop templates make it possible to create branded experiences for different partner types, while secure deal registration, lead routing, real-time pipeline inspection, AI-generated deal scores, and Partner Connect simplify co-selling across multiple CRMs. Partners can access approved marketing content, campaigns, cases, knowledge, product details, and selling resources, while automated Marketing Development Fund requests and approvals reduce manual work. Partner Tracks, in-app guidance, training resources, and Agentforce recommendations help partners build skills and focus on the activities tied to business.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue

Audience

Channel operations teams at global manufacturers that need to manage distributors, incentives, inventory, and co-selling from one CRM-connected platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$25 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com/sales/partner-cloud/

Alternatives

Alternatives

Introw PRM

Introw PRM

Introw
Kiflo PRM

Kiflo PRM

Kiflo

Categories

Categories

Integrations

Agentforce 360 for Financial Services
HubSpot CRM
IBM Cloud
Salesforce
Slack

Integrations

Agentforce 360 for Financial Services
HubSpot CRM
IBM Cloud
Salesforce
Slack
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