2 min Applications

Salesforce adds analytics capabilities to partner relationship management system

Salesforce adds analytics capabilities to partner relationship management system

Salesforce has added new features to its Sales Cloud partner relationship management (PRM) solution, removing friction by delivering intelligent insights and visibility.

Sales Cloud PRM now receives Einstein Analytics for Partners, writes Venturebeat. This allows companies to use artificial intelligence (AI) to identify and prioritize leads.

It uses data from past leads and achievements to provide predictive recommendations. This allows partners to focus on the most promising existing and potential partners. There’s also Einstein Discovery, which can analyze recent opportunities.

SVP and general manager Adi Kuruganti of Community Cloud at the company gives an example: For example, it can be seen that a presence at a trade show can have a major impact on good deals. This allows channel managers to allocate budget for trade shows and representatives of partners can issue invitations to the shows at their greatest opportunities.


Salesforce also added new workspaces to Quip, which is the company’s cloud-based document solution. The workspaces provide places for collaboration, where partners can join companies for annual business plans and KPIs, and where they can submit proposals and quotes to close deals faster.

The workspaces also enable partner representatives to work with account managers on account plans in real time, eliminating the need to send back and forth e-mails or schedule meetings.

For example, an organization can roll out a new standardized account planning process for partners with customizable templates that combine live data, strategies, action points and more in Salesforce, says Kuruganti.


Finally, PRM now offers self-service reports. This allows partners to explore data to better analyze, manage and expand their business. A report can be adapted to meet the requirements of a partner.

This news article was automatically translated from Dutch to give Techzine.eu a head start. All news articles after September 1, 2019 are written in native English and NOT translated. All our background stories are written in native English as well. For more information read our launch article.