When partners can't register deals themselves, they stop registering deals. When MDF requests go into email, they go unfunded. When distributors call your inside sales team for pricing, you've already lost the sale. Experience Cloud changes the economics of your channel — but only when it's configured for how your partners actually work, not how Salesforce demos it.
Most partner programs run on email, spreadsheets, and SharePoint. Experience Cloud replaces all of it — deal registration, MDF, training, and tier management — in a self-service portal your partners will actually use.
A partner portal that's hard to use is worse than no portal — partners learn to work around it, and you lose visibility into everything they're doing. Experience Cloud is powerful, but it requires implementation that actually maps to how distributors and resellers operate.
Deal registration, MDF, training, and partner analytics — built and configured for your specific partner program, not a generic Salesforce template.
Custom-branded Experience Cloud portal designed for your partner types. Responsive, mobile-optimised, SSO-enabled, and configured for how your specific partners work — distributors, resellers, dealers, or agents.
Partner-facing deal registration with conflict resolution rules, territory management, and approval workflows. Registration converts automatically to opportunities in your Salesforce CRM.
Fund request submission, approval routing against budget, proof-of-performance tracking, and payout integration. End-to-end visibility from request to reimbursement.
Partner tier definitions, automatic tier progression based on performance, earned discount tables, and rebate calculation wired to actual sales data.
Training modules, certification tracking, and content libraries built into the portal. Partner tier advancement linked to training completion.
Pipeline by partner, win rate by tier, MDF ROI, deal registration conversion, and partner-attributed revenue — all visible to your channel team in real time.
We build on Salesforce Experience Cloud and integrate with whatever your partners and your back office already use.
| Capability | Platform | Integration | Notes |
|---|---|---|---|
| Partner portal | Salesforce Experience Cloud | Native Salesforce | Primary platform |
| Deal registration | Salesforce CRM (Opportunity) | Native | Converts to CRM opp automatically |
| MDF management | Custom app on Salesforce | Budget objects + approval flows | Fully configurable |
| Partner training | Experience Cloud + LMS | Trailhead / custom modules | Cert tracking built in |
| Product catalog | Salesforce CPQ / PriceBook | Native | Partners quote from live price book |
| ERP integration | NetSuite / SAP / Dynamics | API / MuleSoft | Partner-attributed revenue to GL |
We scope every engagement before quoting. You know exactly what you're paying, what gets built, and what you'll have at the end of Phase 1.
We start with a scoped Phase 1 focused on getting your top partners into a working portal with deal registration — fast. Phase 2 connects MDF, training, analytics, and ERP. Both phases are fixed-fee.
We build Experience Cloud the way Salesforce intends — connected to your CRM pipeline, your ERP revenue, and your partners' actual workflow. Not a generic template. Not a 12-month project.