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Manage Your Partner Relationships with Sales Cloud PRM

Salesforce via Trailhead

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Overview

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Create engaging partner experiences with Sales Cloud Partner Relationship Management (PRM).
  • Personalize the partner experience to boost channel sales.
  • Learn how Sales Cloud PRM can help you achieve your channel sales goals.
  • Learn best practices for channel sales and partner portal management in Sales Cloud.
  • Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
  • Learn how to deliver seamless customer engagement with Distributed Marketing.

Syllabus

  • Channel Sales for Partners
    • Personalize the Partner Experience
    • Reimagine Your Partner Training and Onboarding
    • Expand Channel Sales Online
    • Boost Sales with Connected Partner Portals
  • Partner Relationship Management
    • Get to Know Sales Cloud PRM
    • Automate Onboarding
    • Accelerate Channel Sales
    • Amplify Channel Marketing
    • Analyze Performance and Deliver Service
    • Deploy Fast and Personalize the Experience
  • Partner Relationship Management (PRM) Portal Strategy
    • Develop Your Channel Strategy
    • Establish the Foundation of Your Portal
    • Set Goals for Your Channel
    • Recruit and Onboard Your Channel Partners
    • Manage and Grow Your Channel
  • Salesforce CPQ Basics
    • Get Started with Salesforce CPQ
    • Learn About Quotes
    • Select Products
    • Calculate Prices
    • Generate PDF Quotes
    • Manage Contracts and Renewals
  • Brand Alignment in Distributed Organizations
    • Identify Shifting Customer Expectations
    • Position Marketers and Nonmarketers for Success in a Distributed Organization
    • Deliver Seamless Customer Engagement with Distributed Marketing
  • Collaborative Selling with Partner Connect
    • Cultivate Effective Co-Selling Partnerships
    • Streamline Collaboration with Partner Connect

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