Salesforce PRM, Partner Edition Roadmap

Elay Cohen, Sr. Director PRM Will Moxley, Director PRM Adi Kuruganti, Product Manager, PRM PRM Business Unit Partner Relationship Management Road Map for Salesforce PRM

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Agenda Where Are We Now? Where Are We Going? Q&A

Unprecedented Partner Adoption and Loyalty Partner Relationship Mgmt User Experience Sales Force Automation Partner Relationship Mgmt Marketing Automation Service & Support Analytics Enabling Integrated Sales Channel Management On-Demand

One Pipeline. One Application. One Salesforce. ” — VP of sales, Webtrends Our partners are now part of our sales force. “ My CRM My SFA Complete Visibility High Adoption Complete Reduced Channel Conflict My PRM

Adds the Power of AppExchange! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Salesforce PRM Winter Demo ,[object Object],[object Object],[object Object]

The PRM Directory ,[object Object]

POS & Inventory Application Available Now ,[object Object],[object Object],[object Object]

Listening to Our Customers Community VLO Programs Direct Engagement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What’s next? ,[object Object],Partner lead sync Contacts in the portal Reporting for partners Cases for partners Incentives and points Delegated partner admin Time based workflow Multi-tier channel visibility De-dupe rules n-Languages in portals 1 3 2 4 5 6 9 8 7 10

A Road Map Based On Your Feedback ,[object Object],More Partner Productivity Improvements More Service and Support for Partners More Channel Management Tools More Community and Connectivity

More Channel Manager Tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Expanding the scope of channel management Tier 2 Partners Tier 1 Partners

Partner Self-Service ,[object Object],[object Object],[object Object],[object Object],My User Profile

More Partner Productivity Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

More Channel Analytics For All Your Channels ,[object Object],[object Object],[object Object],[object Object],Partner Reporting Portals

Third Party Service & Support ,[object Object],Multi-vendor Case Management Customer Success Portals Outsourced case management Assign cases to partners Empower partners to manage case resolution Partner driven solutions Warranty claims Customer entitlements views

The Holy Grail of Channels ,[object Object],[object Object],[object Object],[object Object],[object Object],Partners are confused! How do I keep track of all of these competing and redundant systems? How do I manage my data in my own systems? Reseller Partner “ ”

PRM Nirvana – Networked PRM ,[object Object],Partner Partner Partner Partner Partner Partner Partner Partner Vendors My CRM is Connected

The Trusted Platform Drives Real Time Connectivity Vendors My Partner Connections My Partner Connect Programs Partners My Vendor Connections My Vendor Programs My Vendor Leads Invite Authorize Share Collaborate

Driving Channel Effectiveness and Partner Adoption Meta Data Customization Workflow Approvals Web Services Integration ERP Adapters Mobile Platform Document Management Partner, Solution and Sales Team Modeling Channel Management Automation Platform Partner Focused Investment Channel Analytics Channel Planning Partner Recruitment Opportunity Management Deal Registration Incentive Compensation Outsourced Service Lead Distribution Activity Collaboration Quoting & Configuration Contracts Product & Pricing Channel Forecasting Training & Certification Rebates & Promotions Order Management Campaign Execution Partner Marketing Dealer Locator Invoice POS Calendar Fiscal Year Sales Tools Collateral Products Price Books Accounts Contacts Partner Accounts Teams Territories Information Access Portal Outlook Mobile Sharing Network RSS Salesforce Proceed With Caution Chats & Forums Channel Marketing Collaborative Selling Commerce Planning

PRM Team Introductions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How Do you Extend Sales & Marketing Success To Your Entire Ecosystem of Partners? Distributors Partners Resellers Agents Integrators VARs Contractors Allies Collaborators Associates Outsourcers Associates Consultants

Q&A ,[object Object],[object Object],[object Object]

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 164, #### For example, “ Session 123, 5555 ” Session ID: 164 Session ID # Scores for 4 categories SMS Voting powered by:

Salesforce PRM, Partner Edition Roadmap

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Salesforce PRM, Partner Edition Roadmap