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            Manage Partner Relationships with Experience Cloud Sites

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            Manage Partner Relationships with Experience Cloud Sites

            Experience Cloud sites are a powerful tool for partner relationship management. Invite partners to a site and share CRM data with them to drive channel sales and marketing. Create a shared pool of leads and pass them to partner users in the site. Configure deal registration to allow partners to submit qualified deals, minimize channel conflict, and get early pipeline visibility. Use the power of Lightning and Salesforce and drive your bottom line together.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Note
            Note

            If you have an existing partner portal, you can continue to use the portal to collaborate with partners. However, we strongly recommend you migrate your partners to an Experience Cloud site. Partner portal licenses can be reused in a partner site.

            Salesforce offers a powerful Lightning solution to help you build a partner site with button clicks, and no code: Partner Central. A site allows your partner users to log in to Salesforce through a separate website and access data you’ve made available only to them. In a partner site, you can:

            • Extend Salesforce to securely expose CRM data with partners.
            • Recruit, onboard, and educate partners (training and certifications).
            • Manage your channel sales with programs, tiers, business plans, and partner scorecards.
            • Manage lead distribution, deal registration, and quoting for channel sales.
            • Streamline channel marketing with marketing development funds (MDF), marketing campaigns, and co-branded email communications.
            • Provide a rich, personalized and mobile-ready experience to drive partner productivity
            • Manage, track, and forecast partner sales alongside your direct sales in your Salesforce org.

            With Experience Cloud sites, you can publicly share information that you want all partners to see in a single location. You can also share data privately with specific partner users in the same site and restrict access with the security built into Salesforce.

            Example
            Example Here are a few industry examples of how a company can use a site to drive partner sales:
            • A technology company can work with resellers to pass leads, register deals, and market products together
            • A manufacturer can work with its distributors, wholesalers, and retailers in sites.
            • An insurance company can work with independent brokers to track leads and sell insurance products.
             
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