Saleforce.com Integration
Key Integration Points
- Seamless integration with Salesforce.com objects
Accounts
Contacts
Leads
Opportunities
Campaigns
Service Requests
- Enterprise-class Web Portal
Anonymous and authenticated sites
Automated on-boarding process
Automated contract management
Site and navigation fully customized to company branding
Web analytics
- Tiered access to content, features and benefits by partner level
- Advanced document management
- Deal registration
- Referral registration
- Lead distribution
- Fixed costs - No incremental Salesforce.com licenses required
Reseller View is seamlessly integrated with Salesforce CRM. This includes the real time creation and updating of program members, accounts, leads and opportunities. As accounts and members are created in your partner portal, they are created in Salesforce CRM. This integration incurs no additional CRM cost as you increase your number of partners. When leads come into Salesforce CRM, you can assign them to partners in the Reseller View portal. Partners can then accept and work these leads, with constant updates flowing back to Salesforce CRM. Sales professionals stay in the tool they are used to and partners work in a portal that doesn't require them to learn a CRM system, has your corporate branding and navigation and is laid out specific to your program with the benefits it delivers to their specific partner level.
Beyond this, the Reseller View and Salesforce CRM integration makes partner forecasting easy. Opportunities created by partners in the portal come through as leads in Salesforce CRM. As those leads are converted, they become opportunities in Salesforce CRM, the partner is notified that the opportunity is approved and real-time updates let your channel and sales teams know what is in the pipeline.
The real-time integration of Reseller View and Salesforce CRM helps you:
- Scale your program without incurring additional costs per partner
- Automatically get updated partner program data without giving partners access to your CRM system
- Forecast partner sales and make more informed partner decisions
For a better view of how Reseller View can help your business:
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