You can easily connect your CRM by simply adding your Salesforce credentials and then our system automatically syncs to retrieve the fields you are using on the Opportunity Management. Even if you have created custom fields, these fields will appear in your partner portal as well. If you make changes in the future in your CRM Opportunity Management form then you can use the re-sync button to update the form in the Elioplus PRM as well.
Finally, you can select the options Contact and Company so that with every deal being transferred to your CRM a new contact and organization is being created as well. You can edit these fields any time in the future.
How to use the Salesforce integration
The Elioplus PRM integration with Salesforce can help transfer data for the Deal Registration and Lead Distribution features.
- Deal Registration: Use the integration to send a deal that a channel partner has uploaded to your Salesforce account. You can also use the integration to check for duplicates in order to approve or reject a deal.
- Creating Contacts and Organizations: When you set up your integration you can select the option available so with every deal that is being transferred to your CRM a new contact and company/organization can also be created.
- Lead Distribution: You can pull data directly from your CRM in order to send it to a channel partner without manual entry.
Apart from the standardized procedures we can also customize your integration if you have additional needs such as updating contracts etc.
Elioplus PRM checks for duplicates using the deal’s contact email and domain to make sure a specific deal is not registered by another channel partner. You can also check every deal before you approve it. If it already exists in your CRM, our system uses the email and domain to check for duplicates but you can add other criteria as well, like territory.
Salesforce offers a wide range of fields that you can use in your opportunity management section, although some fields may not be available on all editions, and you can also edit and customize fields to help you store the information you need. Below there are some default fields that are used on the Opportunity Management that can be connected to your partner management system.
Account: The name of the account that the opportunity is linked to. Our system can create a new account if it doesn’t already exist.
Amount: The total sales amount that your channel partner is estimating for the opportunity.
Close Date: The expected date that your channel partner believes that the opportunity will be closed either as Won or Lost. This also helps our system with the forecasting for future revenues.
Contract: If the opportunity is linked to a specific contract.
Created by: The user or channel partner that created the opportunity.
Description: A brief description of the opportunity. Salesforce restricts the storage of the description to 32KB.
Expected Revenue: A calculation based on the amount and probability of the opportunity.
Lead Source: It displays that the opportunity came from your partners.
Opportunity Name: A brief description of the name of the opportunity.
Partner Account: Shows the partner that this opportunity is owned.
Probability: The percentage that the opportunity is likely to close successfully.
Quantity: The total volume of all the Products that are related to the opportunity, only if the opportunity is linked to products.
Stage: The current stage of the opportunity as stated by the channel partner. There are 100 potential values available on Salesforce and the admin will choose those that apply best like Prospect, Proposal etc. Salesforce uses some standard stages that users can edit. These stages are: Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won & Closed Lost.
Territory: Your channel partners can enter the territory with which the opportunity is associated, especially helpful in cases where your end customers are large organizations.
Type: The type of opportunity, for example New Business or Existing Business.
Other and custom fields: Our system can retrieve all other or custom fields that your company is using on Salesforce once you set up your integration so that these fields are required from your channel partners once they register a deal in order for you to have all the necessary information for your use.