PRM for Slack is one of the new fantastic features introduced in the Salesforce Summer ’23 release. It is designed for sales teams to help them boost productivity and efficiency by optimizing processes and saving them valuable time. In this article, we’ll dive deep into this new feature, explaining what it is and demonstrating how …
Here are highlights from article PRM for Slack: Transform Partner Management in Salesforce | Salesforce Ben
1. What is PRM for Slack:
– Software solution designed for companies that use Salesforce CRM and rely on joint sales with partners.
– Allows for real-time collaboration between vendors and partners in one shared space, Slack.
– Facilitates collaboration on leads, deals, and opportunities, optimizing communication and information sharing.
2. What is possible with PRM for Slack:
– Real-time collaboration on all sales processes and operations within Slack.
– Records search and posting on partner channels in Slack directly from Salesforce.
– Partner channels setup and management in Salesforce or Slack.
– Faster lead qualification and deal closing with Lead and Opportunity Scoring feature.
– Creation and implementation of partner strategies through partner portal using Salesforce permissions.
– Easy collaboration on deals and leads through process automation built on AI-powered knowledge.
3. How does it work:
– PRM for Slack app is built on Slack Connect, enabling channels to be created with users outside the vendor’s workspace.
– Vendor connects their workspace with partner workspaces.
– Vendor links PRM for Slack to Salesforce account, partner users connect app to partner portal.
– Data is shared between vendor and partners through these connections.
4. General considerations:
– Required editions: Lightning Experience or Enterprise/Unlimited Editions with Salesforce for Slack Integrations enabled, Slack Enterprise Grid.
– Setup and configuration required in both Salesforce and Slack accounts.
– Vendor must be Salesforce PRM customer with Slack Enterprise Grid edition, partner users require Partner Community licenses.
– Enable PRM for Slack in initial Slack setup.
– Partners need Slack workplace to use PRM for Slack, can create free workspace and connect it to vendor’s space if allowed.
5. Summary:
– PRM for Slack is a game-changer for partner relationship management in Salesforce.
– Facilitates collaboration, communication, and information sharing between vendors and partners.
– Optimizes sales processes and increases efficiency.
– Requires setup and configuration in Salesforce and Slack accounts.
You can read it here: https://sfdc.blog/xvwWz
Source from salesforceben(dot)com