Effortless data flow with your CRM. Configured in minutes, without IT.
Automate the flow of lead, deal registration and partner data between your Channeltivity Partner Relationship Management system and Salesforce.com CRM to create a seamless experience for your sales organization.
Create 360° Visibility
Channeltivity Salesforce Edition enables your channel program to have a powerful PRM, while delivering real-time visibility to your entire organization through Salesforce.com. When finance needs access to MDF data, or direct sales needs the full view of a customer, Channeltivity’s seamless flow of data ensures everyone can get the data they need wherever they are most accustomed to accessing it.
Seamless Flow of Data Between Channeltivity’s PRM and Salesforce’s CRM
Use your partner portal and PRM to interface with your partners, and Channeltivity’s Salesforce Edition to:
- Synchronize Partner and Contacts records between the two systems, so they can be created, updated and viewed from within Salesforce and Channeltivity.
- Quickly assign leads to partners in Channeltivityfrom within Salesforce.
- View, approve, update, track and report on Deal Registrations from within Salesforce.
- View a Partner Account’s key Channeltivity stats in Salesforce.
Connect in Minutes
Channeltivity’s Salesforce Edition can be configured in minutes using our point-and-click wizard interface, allowing you to get started immediately.