Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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