SALESFORCE INTEGRATION

Keep all your Salesforce CRM data in sync

Sync your Salesforce and bring all your CRM data instantly. With Partnered, data is kept in sync and updated automatically for you.

What can you do with Salesforce and Partnered?

Import Data from Salesforce into Partnered:

  • Instantly sync your Salesforce CRM data in just a few clicks
  • All data will be updated via Salesforce API - just set it and forget it
  • You have full control over what data is shared with Partnered
  • You have granular controls over what data is shared with each partner
  • GDPR & CCPA compliant
  • Authentication & SSO via Salesforce included

Export Data from Partnered into Salesforce:

  • Instantly export Partnered attribution data into Salesforce
  • All data will be exported as Salesforce Tasks - under Accounts/Opportunities
  • You can then create Salesforce Reports using the Partnered Tasks
  • Dashboard can be created using the Salesforce Reports

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) application. With Salesforce, you can connect to your customers throughout the entire sales cycle, from the moment a lead expresses interest all the way through renewal and upsell. The CRM offers all of the features you need to manage your sales pipeline, like easy ways to see your leads, opportunities, accounts, and any associated revenue.

About Partnered

Partnered brings together everything that’s required to drive the most measurable revenue from your partnership ecosystem.

How it works

Connect your sales team with your partners that have already closed their prospects to get introductions, recommendations, or strategic information
Join the Network

Join your partners by easily & securely connecting your CRM or other sales pipeline data source.

Find Overlap

Instantly see all your overlapping customers and prospects in just a few clicks.

Take Action

Make your sales team smarter and more effective with actionable alerts where they work.

Grow Revenue

Measurably increase your ecosystem revenue by up to 20x.

See how it works