old orgs

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

by Chris Gardner

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…

 


 

Want to keep reading? Download the full ebook here!

 

Chris GardnerChris is a Salesforce Consultant and Developer with Simplus. He is an experienced leader with a focus on implementation, best practice consulting, and marketing. Chris has over ten years of experience in consulting for small to large businesses. He fosters healthy client relationships from initial engagement through handoff. Chris is skilled in turning client requirements into actionable system designs and following best practices to implement and optimize Salesforce solutions.

[email protected]

 

Related Articles
project management
6 things I would tell my junior self about project management

Through trial and error, I’ve found six proven time-saving project management strategies that keep clients happy and projects moving forward. 

erp
Lead to…? When to hand off Salesforce orders to your ERP

Let’s explore the three most common junctures where businesses make the handoff billing to ERP: Lead-to-Invoice, Lead-to-Cash, or Lead-to-Rev Rec.

patient-centric care
A single solution to several barriers in patient-centric care

Simplus is deploying solutions to the healthcare industry to bring patient-centric care to the providers’ business model.