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Sales Use Cases for Partner Data in SFDC

Leverage partner data in Salesforce to empower your sales team

Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a year ago

Overview

Partner data can be used by your sales organization to strengthen business intelligence and close deals faster.

For example, you can use partner data to:

  • Tailor your sales pitch using knowledge of customer’s partner relationships and technology stack

  • Gather account intel and leverage partner influence

  • Co-sell with partners

  • Save low-converting deals

  • Achieve better-targeted outreach

View Partner Presence Across Your Accounts

A simple company view to access all partner insights on your prospects

  • No more than 3 criteria

  • Switch views easily: Only see prospects with an open opportunity, or all customers

  • Filter by partner name and owner


View Partner Insights in Your CRM

Directly see partners on any Account / Opportunity / Contact / Lead record


Receive Live Notifications

Get notified when a prospect becomes a new customer/prospect of a partner

Reach out to the right person, at the right time. Receive live notifications when a partner has:

  • A new prospect/customer

  • A new open opportunity

Set up these notifications for specific partners, or for all partners.


Set Up Automated Workflows

Examples of how sales teams can automate actions based on Reveal data


Push Reveal data to Your GTM Stack

Examples of how sales teams can automate actions based on Reveal data

Ready to leverage Reveal data for your Sales team?




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