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ChannelFlows
Align, discover, and co-sell into accounts with your channel partners!
Overview
Leverage ChannelFlows to source more deals, maximize values, & sustain growth! We are a secure data gateway to increase the flow of critical data with your channel partners. We accelerate account mapping, discovery, insights into new MQLs, & more!
Channel-Workflows: Leverage out of the box Booleans or create custom & no-code workflows with your channel partners. Account Mapping: Scale alignment and identify the right strategic partner(s) for all accounts.
Follow the Champion: Share when customers leave to prospects with the partner(s) that work the account. Marketing: Enable co-sellers to more intelligently sell on your behalf based on marketing related engagement.
Dynamic Sales Playbooks: Share & receive technical knowledge, case studies, & new opportunities related to ongoing sales activities. Mutual Win-Wires: Make success repeatable by breaking down good news & sharing win stories across partner sales teams’.
ChannelFlows eliminates floating excel sheets with your channel partners and standardizes the flow of data that could be critical to co-selling processes. Once you and your partner(s) are onboarded and mutually accept the connection, admins can create workflows that scale their CRMs’. Each workflow request specifies: 1. Receive or Share – Is this a request to share or receive information? 2. Automated or Manual - Will account owners initiate the share, or data will passthrough automatically once parameters are met? 3. Parameters – What conditions must be met between you and your partner? 4. Desired Information – What data fields would you like to see or share when these conditions are met? 5. Method of Delivery – Would you like this delivered via email or straight into SFDC? Example: Company A wants to Automatically Receive your AE Email Address in SFDC when Account Domains match. Workflow requests must be mutually approved before taking effect. Once in effect, ChannelFlows app works on a regular basis – scanning for parameters and returning desired functions.
Categories
- Business Needs
- Sales Intelligence
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package