Community Partner Portal is a Web-based Connector App that allows a company’s established Distributors, Resellers, Installers, Service Providers and other strategic Stakeholders to access Marketing Resources, Pricing, Sales Information along with Technical Details directly for serving their customers better.

1. COMMUNITY PARTNER
PORTAL

2. Table of Content:
1. Description
2. Product Features
3. Case Study
a. Company Overview
b. Company Profile
c. Major Challenges
d. Scope of Product
e. Outcomes

3. Community Partner Portal is a Web-based Connector App
that
allows a company’s established Distributors, Resellers,
Installers, Service
Providers and other strategic Stakeholders to
access Marketing Resources,
Pricing, Sales Information along
with Technical Details directly for serving
their customers
better.
The community forum is set up as a forum for your customers,
partners and
employees to collaborate / chat / share
information, documents, and pictures -
help foster greater
engagement with your company and its brand. The focus is
on
seamless exchange of knowledge, ideas, and clarifications. And
it can be
monitored and facilitated by a formal community
manager appointed by your
organization to drive the right
message across the various communication
channels
available to employees, partners and customers.
escriptionD

4. roduct featuresP
partner
organizations what the
top factors that contributed to
their loyalty to a
vendor were. Far
and away, the most important
consideration was that
their
vendor responds quickly to
requests for information due to
Its
Mobile Responsive feature
that provides Map-based
Visualization.
channel160
In a recent survey, Relayware
asked
channel partners
160
Setting up Productive
Schedules as well as offering
Analytics &
Central
Dashboards.
Implement & Optimize
multi-objective routing. Because
the app is a web
portal to engage
your customers / partners for
specific business processes
that
are enabled partially on the app
and partially in the backend.
With
self-service a primary driver,
the user interface can have a
custom look
and feel that is
unique to your brand. Also, it
enables you to expose only
a
subset of the Salesforce objects
that are relevant to the
respective
business process
being automated.
channel partners report
of
channel partners report
complete dissatisfaction with
their portal
experience.
%80
Analyse performance with
accurate Data
OptimalTerritories.
Amazingly,
however, an incredibly high
percentage of organizations
treat
their partner portals as
little more than an
afterthought. In fact,
%80
“Community
Partner Cloud
connects your
customer,
partners and
employees in
order to boost
sales
productivity
by 36%”

5. Ensure integration with
Salesforce and other portals that
help you monitor
the
Performance as well as generate
Advanced Reports. The app is
a
comprehensive automation
solution for entire business
processes. For
example, it is
possible to enable partner
relationship
management
processes like
partner onboarding, lead
distribution / management,
market
development funds and
so on.
Offering Asset and Field Rep
Tracking as well as supports
Loyalty
Programs, Learning and
Training courses.
Offering Lead Management,
Advanced Marketing and Partner
Incentives,
etc.
05
06
07

6. Company name XYZ Company Profile
Established in 1982, XYZ Networks is a
computer networking company
headquartered in Santa Clara,
California, USA.
The company designs and sells multilayer
network switches to deliver
software-defined
networking solutions for
large datacentre, cloud computing,
high-performance computing and
high-
frequency trading environments.
Company Profile
EMPLOYEES 1500+
INDUSTRY Manufacturing
COMPETITOR UFLEX, Parksons, Max Speciality
SOLUTION(S) Salesforce Partner Community
ommunity Partner PortalC Case Study

7. Major Challenges Scope Of Project
Implemented Community Partner Portal for 1500 partners
A role hierarchy has been designed which controls the data visibility
from top to bottom
Level of access on fields has been given as per some complex
modules
A Sales rep working on sales visit can now create/read and edit their
details which will be
implemented on the salesforce
Community vision statement that defines community goals,
users/actors/stakeholders,
business needs, impacts on current
business processes and systems, the key feature list and
high level
technical architecture
Clickable Prototypes for Community Portal to get alignments
Community integration specifications for systems and process
integrations (including 3rd
party systems and social platforms)
Personalization and Customization specifications
Community governance/moderations for user management, content
management and
community management processes
XYZ has a chain of channel sales which
they had no visibility in terms of price,
Asset and
Sales Rep field tracking
There are often discrepancy happening
because on low monitoring
A distributor sitting on higher hierarchy
have no control at what price and what
vendors
their subordinates are selling
their products
A sales rep of XYZ has no rights to
Create, Read, Edit on Details of their
products which
often creates a case on
field sales
Integration with Social Media and other
ERP system

8. Outcome
Create branded portals using company brand guidelines/style sheets
Configuration of the out of the box community features and role mapping
Custom development and integration with other systems (on premise, 3rd party cloud,
ERP
System, Learning Management Systems, Shipping System, social channel like
Twitter, Facebook
and LinkedIn)
Role based reports and dashboards for better engagement
Large Data Migration or content migration from confluence, SharePoint and other
knowledge
management systems.
Fixed price 24 * 7 support user and technical support services for community

9. Thank You