Do you want to cultivate stronger partner relationships, improve collaboration, increase sales or enhance partner engagement?
Let’s tell you more about Partner Portals in Salesforce.
What is a Partner Portal in Salesforce?
A Partner Portal extends a business’s Salesforce CRM (Customer Relationship Management) system to its partners, such as distributors, resellers, suppliers, or other types of external stakeholders. It is a dedicated and secure gateway built on Salesforce Experience Cloud and gives partners access to relevant information, resources and other tools that allow them to collaborate more effectively with the business.
In simpler terms, it's a customized area within Salesforce that allows authorized partners to log in and see specific data relevant to their work with you.
The key Salesforce partner portal features include the following:
Partner Portals are secure and access-controlled. Partners only have access to specific data based on their roles and permissions, and they will, therefore, only see information related to them.
Partners can communicate with each other and with the business. They can also share documents and can collaborate on deals or projects. As such, partner portals foster better communication and teamwork between your company and your partners.
Partner Portals are great for lead and opportunity management as partners can register leads, track opportunities, and collaborate on sales activities. Everybody involved wins!
Partners can have access to many different kinds of information, such as marketing materials, product information, training material, and other sales tools to support their sales and marketing efforts. They can also access useful articles and webinars. In this way, overall efficiency is improved.
Partner Portals provide access to personalized dashboards, reports, and in-depth analytics that can help users better understand key performance indicators and sales opportunities and identify areas for improvement.
These portals can be customized to match your business needs.
Leveraging Salesforce Partner Relationship Management with Partner Portals
In Salesforce Experience Cloud, partner portals (also known as Salesforce PRM portals) are essential in promoting collaboration and communication between companies and their external partners. By definition, PRM refers to the strategies, processes, and tools used to manage relationships with external partners, such as resellers, distributors, and suppliers. For effective partner relationship management, you can harness the benefits of a Partner Portal.
A Salesforce Partner Portal is a great place to centralize onboarding and training because it provides your partners with access to training materials, certification programs, and information to improve their product (or service) knowledge.
As it functions as the central communications hub where you can share updates, announcements and any other important information with your partners, it will enhance collaboration through features such as discussion forums and documentation sharing. This single source of information means that your documentation is better organized and managed. You can be sure that your partners have access to the latest information.
However, a Partner Portal is not a one-way communication channel, as your partners can also share information with you.
When you give partners access to manage leads promptly on a single platform, thus ensuring effective lead conversion, you can almost guarantee efficient lead management and collaboration that will drive revenue growth.
The best partner portals can integrate with Salesforce to ensure that all the partner interactions and data are captured and tracked.
Build Custom Partner Portals with Titan’s Cloud-Based Web Builder
Titan Web - a Salesforce-integrated website builder - is especially well-suited for businesses who want to build partner portals without writing a single line of code.
Maximize Collaboration Among Salesforce Partners
Why not maximize partner collaboration with Titan Web? Build partner portals to create a centralized communications platform where your business can meet its partners and share any information with them and they with you. Whether you need to distribute documents, schedule events, or measure user engagement, you can do it with Titan Web.
You can build a portal where partners can troubleshoot problems or collaborate on leads and opportunities in real-time. Real-time data sharing fosters transparency builds trust and increases success, which will again forge stronger relationships and maximize revenue growth. Titan offers a range of features, including the ability to create complex forms and surveys and automate contracts.
You will also be able to do the following:
Streamline interactions by providing self-service options for partners.
Offer personalized resources tailored to each visitor’s needs.
Securely authenticate partners using Salesforce credentials.
Build portals inside the Experience Cloud using Lightning Web Components (LWC).
Effortlessly create scalable organization workflows connecting customers, partners, and teams.
Configure secure login for authorized partners with features such as SmartV and SSO.
Build partner portals for any device size.
Drag-and-Drop Builder for Custom Web Pages and Portals
The drag-and-drop builder is a standout feature of Titan’s cloud-based web builder and facilitates the easy creation of custom web pages and portals. Fields can be populated with dynamic content pulled from Salesforce, and your product information document will always have the latest data. With Salesforce automation, you can manage pricing and share records and lead information.
You can build partner portals for any industry such as:
Finance
Education
Marketing
Nonprofit
Education
Healthcare
100% Secure and Compliant with HIPAA
The Titan platform meets the security and privacy requirements outlined by the Health Insurance Portability and Accountability Act (HIPAA). HIPAA sets the standard for protecting sensitive patient information, known as Protected Health Information (PHI).
Titan has implemented various security measures and protocols to ensure confidentiality and integrity. All information is encrypted in transit and at rest. Multiple security controls can be configured for all portals, and only authorized users can access information. Access activities are logged and can be tracked in Salesforce.
All-in-One Experience Cloud Alternative
With its state-of-the-art security, your data is protected at all times. There are no compromises on convenience, and you can share large files with seamless integrations with all the major third-party cloud storage providers.
Last but not least, with Titan’s amazing customer support you will have the best assistance when you need it. Choose security and streamlined collaboration. Choose Titan Web!