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Average Ratings 0 Ratings

Total
ease
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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Agentforce 360 for Financial Services
IBM Cloud
SAP Store
Slack

Integrations

Agentforce 360 for Financial Services
IBM Cloud
SAP Store
Slack

Pricing Details

$25 per month
Free Trial
Free Version

Pricing Details

Business or Professional version
Basic license fee + variable fees per user and per contact managed in the platform
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Workflow Management

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

Alternatives

Alternatives

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