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Sell more through your partners.
The CloudOffix partner portal gives resellers, distributors and dealers one workspace to register deals, work the leads you send, order at their own prices and track their performance, on the same records as your sales team.
From application to performance review.
Recruit and onboard
Partners apply online, sign their agreement and get portal access with their own users.
Tier and enable
Partner tiers set benefits, discounts and requirements. Partners find sales kits, product training and certifications in the portal.
Sell together
Partners register deals, receive the leads you distribute, quote and order for their customers at partner prices.
Reward and review
Commissions and rebates are calculated per deal, and every partner sees its pipeline, revenue and tier progress.
What partners do in the portal
Deal registration
Partners register opportunities, which are checked for conflicts and approved before they are protected for the partner.
Lead distribution
Leads are assigned to partners by location and tier. Partners accept or decline, then update them in the portal.
Partner pricing
Price lists and discounts per partner tier, used for every partner quote and order.
Quotes and orders
Partners quote and order on behalf of their end customers, and follow delivery and invoicing.
Commissions and rebates
Commission and rebate statements per period, linked to the deals behind them.
Enablement
Sales kits, price books, product training and certifications in one library.
Partner directory
A public partner locator filtered by tier and country, with a page for every partner.
Partner support
Support tickets for partners and the customers they serve.
Performance dashboard
Pipeline, won revenue, win rate and tier progress for every partner.
Partner deals stay in your pipeline.
Registered deals and distributed leads are opportunities in Sales Cloud. Your channel managers see every partner deal in the same pipeline and reports as direct deals, and subscriptions keep the partner they were sold through.
- 01Partner and end customer on every deal
- 02Channel and direct revenue in one report
- 03Renewals sold through the partner
Partner portal questions
Who is the partner portal for?
Companies that sell through resellers, distributors, dealers or referral partners and want them to work on the same records as their own sales team.
How do partners get leads?
Leads are distributed to partners by location and tier. Partners accept or decline each lead and keep it up to date in the portal.
Can partners see their own prices?
Yes. Each partner tier has its own price list and discounts, applied to every quote and order the partner creates.
Explore Sales Cloud
Give your partners one place to sell.
Book a demo to see a partner register a deal, order at partner prices and follow its commission.