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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Salesforce Partner Cloud serves as a comprehensive platform for managing the entire partner ecosystem, leveraging the capabilities of Salesforce CRM and Agentforce to facilitate all aspects of partner engagement from a single interface. This solution allows teams to seamlessly market, sell, service, quote, recruit, onboard, enable, support, and reward their partners via a customizable digital hub that integrates directly with CRM data and automation features. With user-friendly drag-and-drop templates, businesses can create tailored experiences for various partner types, while functionalities like secure deal registration, lead routing, real-time pipeline monitoring, AI-driven deal scoring, and Partner Connect enhance the ease of co-selling across different CRMs. Partners benefit from easy access to a wealth of approved marketing materials, campaigns, case studies, knowledge bases, product information, and sales resources, along with automated processes for Marketing Development Fund requests and approvals to minimize administrative burdens. Additionally, tools such as Partner Tracks, in-app guidance, training materials, and recommendations from Agentforce empower partners to enhance their skills and concentrate on productive activities that contribute to business growth. Overall, this platform not only streamlines partner management but also fosters deeper collaboration and efficiency among all stakeholders involved.

Description

You can scale your business by transparently integrating your products and services with the associated partners, customers and partners in epilot. We bridge the gap between modern customer interaction, efficient process and collaboration management, and modern customer interaction. No matter how complex your products or services are, epilot can simplify them and provide more transparency for your customers and employees. epilot is modular in structure. You can decide which solutions are best for you. At the customer interface, epilot allows you to digitally record your inquiries and sell your products or services online. All this without any programming knowledge. Transparent 360deg views support customer retention and the exploitation untapped revenue potential. An automated workflow management system allows you to collaborate with your partners more efficiently and helps you manage your processes more efficiently.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Agentforce 360 for Financial Services Yes 
IBM Cloud Yes 
SAP Store No 
Slack Yes 

Integrations

Agentforce 360 for Financial Services No 
IBM Cloud No 
SAP Store Yes 
Slack No 

Pricing Details

$25 per month
Free Trial No 
Free Version No 

Pricing Details

Business or Professional version
Basic license fee + variable fees per user and per contact managed in the platform
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/partner-cloud/

Vendor Details

Company Name

epilot

Founded

2017

Country

Germany

Website

epilot.cloud/

Product Features

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications No 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design No 
Visual Workflow Management Yes 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management No 
Shipping Management No 
Special Order Management No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools Yes 
Compliance Management No 
Deal Management Yes 
Deal Registration Yes 
Lead Generation Yes 
Lead Sharing Yes 
Partner Onboarding No 
Partner Portal Yes 
Performance Metrics Yes 
Rewards Programs No 
Workflow Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives

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