Track all partner sourced and partner influenced opportunities from Salesforce directly in Reveal’s Pipeline. When you understand which partners are sourcing and influencing your deals, you’ll be able to: `
Understand which partners are making the most impact on your business - you’ll quickly know which partners you should be focusing your time and energy on.
Easily track your partner-attributed opportunities in Salesforce to ensure you get credit for your role in the deal.
Help Sales accelerate more revenue through new business opportunities and pushing existing deals to the finish line.
How to set up rules to import your partner-related opportunities from Salesforce:
Click Sources from the main navigation.
Under CRM data sources make sure Salesforce is toggled on and then click the Configure icon.
Click the “Tracking” tab within the navigation bar.
Set up rules for your Partner Sourced opportunities. `
Pro Tip: Partner Sourced is to be used when there is no existing sales opportunity, and a partner helps source one for you. If you have an existing field in Salesforce to identify partner-sourced deals, you'll map it with the “Sourcing partner is logged in Salesforce as” field. Furthermore, you’ll want to identify the Partner Manager associated with the deal. You can map “Partner Manager is logged in Salesforce as” field with the Salesforce field that you use to identify the partnership manager. By adding the Partner Manager field, you’ll be able to track which partner managers are responsible for the deals on Reveal’s Pipeline.
Set up rules for Partner Influenced opportunities.
Pro Tip: Partner Influenced is to be used when there is an existing sales opportunity, and a partner helps influence the deal to close. If you have an existing field in Salesforce to identify partner-influenced deals, you'll map it with the “Influencing partner is logged in Salesforce as” field. Furthermore, you’ll want to identify the Partner Manager associated with the deal. You can map “Partner Manager is logged in Salesforce as” field with the Salesforce field that you use to identify the partnership manager. By adding the Partner Manager field, you’ll be able to track which partner managers are responsible for the deals on Reveal’s Pipeline.
Do you track anything other than Partner Sourced or Partner Influenced opportunities? For example, you are tracking Retention from SI and solution partners or net new revenue from value-added reseller or OEM partners. You can leverage the “Partner - Other” section to set up rules to bring these types of opportunities into the Reveal Pipeline.
7. Track and manage all your partner-sourced and partner-influenced opportunities within Salesforce directly from Reveal’s Pipeline. For more information, watch our short Pipeline video.