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Get Smarter with Data
While Salesforce provides great ways to collect data about partners and opportunities, it’s also a powerful analytic platform. Denali can view comprehensive dashboards about each strategic partner and better understand where the relationship is successful and what opportunities are ideal for each teammate. These dashboards are also actionable, so users can immediately collaborate, launch workflows, and provide insight on what they’ve learned.
Get to Know Your Partners
Salesforce provides an organization with a 360-degree view of all of its partner relationships. In this example, our company, Denali Defense, is able to monitor the pipeline of opportunities they are pursuing with their partner, review any pertinent files, and record all activity between Denali and their partner.
Monitor Every Opportunity
Information tracked about each opportunity is completely configurable, and stages or gates (shown in the green bar near the top of the screen) may follow a Shipley methodology. Similarly, PWin and PGo calculations are customizable based on each organization’s approach and can even incorporate predictive components. By identifying elements such as teaming partners, competitors, business units, and offerings/capabilities, comprehensive pipeline reporting and win/loss analysis is available to Denali’s users.
Track Activity with Your Contacts
Detailed information may be tracked for each Contact associated with partners, customers, suppliers, etc. Users can see who has relationships with a contact and what opportunities they’re associated with, and easily record all phone calls, emails, and meetings to get a complete activity history.
Create New Contracts
Salesforce integrates seamlessly with document management systems like DocuSign, allowing organizations to automatically generate contracts such as NDAs and Teaming Agreements with partners. Information from Salesforce is automatically dropped into the agreement, and standard clauses can be included or excluded based on various factors. Both parties may redline the documents and, once terms have been agreed upon, can electronically sign the contracts. Final documents are associated with the partner and opportunity, and may be accessed directly from within Salesforce.
Roll Out a Partner Portal
Online portals may be deployed to collaborate more effectively with your teaming partners and suppliers. Information is available to potential new partners to help them learn more about the organization and its partner program, and to indicate interest. Existing partners can register new opportunities, communicate with the capture or project team, and monitor the status of current pursuits.
Make Life Easier for Partners
Forms like this are a great way to collect information, such as a new teaming opportunity, from partners. Once submitted, the data is immediately available in Salesforce for Denali Defense to evaluate. Workflow and approval processes ensure that each submission is vetted by the right people and is addressed as quickly as possible.
Share Information with Partners
Right from the portal, partners can track the status of all opportunities where they are teaming with your organization. It’s simple to control what data they can access and what steps they can take on these records. In this view, the partner is monitoring joint opportunities on a Kanban view, broken out by Denali’s various pipeline stages. Information is shared in real-time between Denali and it’s partners, without the need to create offline documents or trade emails.
Get Smarter with Data
While Salesforce provides great ways to collect data about partners and opportunities, it’s also a powerful analytic platform. Denali can view comprehensive dashboards about each strategic partner and better understand where the relationship is successful and what opportunities are ideal for each teammate. These dashboards are also actionable, so users can immediately collaborate, launch workflows, and provide insight on what they’ve learned.
Get to Know Your Partners
Salesforce provides an organization with a 360-degree view of all of its partner relationships. In this example, our company, Denali Defense, is able to monitor the pipeline of opportunities they are pursuing with their partner, review any pertinent files, and record all activity between Denali and their partner.
Monitor Every Opportunity
Information tracked about each opportunity is completely configurable, and stages or gates (shown in the green bar near the top of the screen) may follow a Shipley methodology. Similarly, PWin and PGo calculations are customizable based on each organization’s approach and can even incorporate predictive components. By identifying elements such as teaming partners, competitors, business units, and offerings/capabilities, comprehensive pipeline reporting and win/loss analysis is available to Denali’s users.
Track Activity with Your Contacts
Detailed information may be tracked for each Contact associated with partners, customers, suppliers, etc. Users can see who has relationships with a contact and what opportunities they’re associated with, and easily record all phone calls, emails, and meetings to get a complete activity history.
Create New Contracts
Salesforce integrates seamlessly with document management systems like DocuSign, allowing organizations to automatically generate contracts such as NDAs and Teaming Agreements with partners. Information from Salesforce is automatically dropped into the agreement, and standard clauses can be included or excluded based on various factors. Both parties may redline the documents and, once terms have been agreed upon, can electronically sign the contracts. Final documents are associated with the partner and opportunity, and may be accessed directly from within Salesforce.
Roll Out a Partner Portal
Online portals may be deployed to collaborate more effectively with your teaming partners and suppliers. Information is available to potential new partners to help them learn more about the organization and its partner program, and to indicate interest. Existing partners can register new opportunities, communicate with the capture or project team, and monitor the status of current pursuits.
Make Life Easier for Partners
Forms like this are a great way to collect information, such as a new teaming opportunity, from partners. Once submitted, the data is immediately available in Salesforce for Denali Defense to evaluate. Workflow and approval processes ensure that each submission is vetted by the right people and is addressed as quickly as possible.
Share Information with Partners
Right from the portal, partners can track the status of all opportunities where they are teaming with your organization. It’s simple to control what data they can access and what steps they can take on these records. In this view, the partner is monitoring joint opportunities on a Kanban view, broken out by Denali’s various pipeline stages. Information is shared in real-time between Denali and it’s partners, without the need to create offline documents or trade emails.
Get Smarter with Data
While Salesforce provides great ways to collect data about partners and opportunities, it’s also a powerful analytic platform. Denali can view comprehensive dashboards about each strategic partner and better understand where the relationship is successful and what opportunities are ideal for each teammate. These dashboards are also actionable, so users can immediately collaborate, launch workflows, and provide insight on what they’ve learned.
