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Simplify the journey to partner self-service: #3 Additional features

Feb 27, 2019 | Admin, Community Cloud, Latest News, Sales Cloud, Service Cloud

A simplified journey to excellent partner self-service isn’t complete without incorporating existing content, features, and processes you have already for your partners. The trick is just to make sure you’ve scanned your organization for anything and everything your partners could want and associated it with their designated portal. Here are some features to consider:

 

Building MDF and lead management into Salesforce for happier partners

Are you using market development funds (MDF) in your partner program? Enabling this feature through a community can greatly simplify the process. Using Salesforce’s built-in architecture makes it simple to create and manage budgets, handle partner MDF requests, and process MDF claims.

Additionally, how does your business handle lead distribution? Do you pass leads to your partners, or just accept incoming leads? Either way, building lead management into your partner community…

 


 

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