Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
PRM
Salesforce Partner Portal
An intelligent portal that collaborates, accelerates revenue growth, and delivers personalized experiences at scale. Built on a flexible low-code foundation, our solution seamlessly integrates with your Salesforce environment while providing deep analytics to drive data-backed decisions. Experience the future of partner ecosystem management with CRMJetty Salesforce Partner Portal.
Trusted by Enterprises
Strengthen Partnerships with a Purpose-built Partner Portal
Drive channel success with a portal built for modern partnerships. Automate partner onboarding, streamline deal registration and accelerate growth. Everything your partners need, all in one powerful platform.
Real-time Updates Drive Collaboration
Keep partners engaged and informed. Instant notifications and automated alerts ensure everyone stays on track every time.Centralized Deal Management
One unified dashboard for all partner deals. Register, track, and close opportunities faster. Eliminate channel conflicts automatically.Actionable Insights Drive Growth
Turn partner data into revenue. Advanced analytics reveal top performers and growth opportunities in real-time.Launch Your Salesforce Portal in Just
5 Easy Steps
01
Connect Your Salesforce
02
Create Your Portal Site
03
Update Your Branding
04
Design Pages Without Code
05
Publish Your Portal
Powerful Features That Drive Channel Success
Build Without Code, Launch Fast
Deploy your perfect partner portal in days. Drag-and-drop customization puts you in control. No coding skills are needed.
Seamless Real-Time Synchronization
Never miss a beat. Every update syncs instantly with Salesforce. Your partners always work with the latest data.
Enterprise-Grade Security
Top gear security keeps your ecosystem safe. Role-based access controls and compliance standards protect every interaction.
Equip Partners with Cutting-Edge Portal Features
No-Code Portal Builder
Build your perfect partner portal without coding. Our drag-and-drop builder lets you create, customize, and update content instantly. Launch partner-ready portal in days, not months.
Intelligent Role-Based Access
Control who sees what. Define custom access levels for different partner tiers and internal teams. Keep sensitive data secure while sharing what matters.
Complete Salesforce Objects Integration
Access every Salesforce object your partners need. Track leads, opportunities, and deals in one place. Enable partners to manage their pipeline efficiently.
Dynamic Data Widgets
Give partners real-time insights with interactive dashboards. Monitor performance metrics, track deals, and visualize success. Make data-driven decisions faster.
Automated Partner Workflows
Eliminate manual tasks with smart workflows. Automate deal registrations, lead distributions, and approvals. Let partners focus on selling, not paperwork.
Seamless Third-Party Integration
Connect your favorite tools instantly. From marketing automation to training platforms, integrate everything partners need. Create a unified partner experience.
ISO-Certified Protection
Protect your ecosystem with ISO 27001 and 9001 certified security. Enable single sign-on (SSO) for convenient, secure access. Trust in bank-grade data protection.
Scale Your Channel: Salesforce Partner Portal for Every Business Strategy
Our Salesforce-native portal adapts to your unique channel program, helping businesses accelerate partner success, automate collaboration, and drive revenue growth. From streamlined onboarding to automated deal registration, these use cases deliver measurable results across your partner ecosystem.
Task/Project Management
Complete Content Management
Partner On-boarding & Training
Partner Enablement
Deal Registrations / Lead Sharing
Order Management and Tracking
Document Sharing and Management
Advanced Case Management with Deflection
Knowledge Base Support
& more…
Explore More Than Partner Portal
Need a different solution? Discover our Customer Portal for seamless service delivery or WordPress-Salesforce integration for content-rich experiences. From customer engagement to content management, we’ve got your business covered. Choose the perfect portal that matches your goals.
In Search of a Customer Portal?
Transform customer service with our Salesforce Customer Portal! Built for seamless support and engagement, it delivers personalized experiences at scale. Maximize satisfaction and streamline service operations with our proven solution.
Barry Hill
I highly recommend Sales port – A Customer Portal for WordPress. It has provided us with a very functional Customer Portal allowing our customers... Read More
We contacted the Biztech team for their expertise with SugarCRM, WordPress, and PHP. They completed a project for us which integrated our CRM to a Payment...
Sander Remans
Realtime, secure and streamline customer information sharing. Facilitating secure information sharing with customers is crucial for us as an escrow agent.... Read More
Dale Smith
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been... Read More
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the best solution available and...
Portfolio
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They provide mail and parcel delivery services for companies that sell internationally. ...
Forbes Marshall
Forbes Marshall is a multinational engineering company, specializing in steam engineering and control instrumentation.The company manufactures steam engineering ...
Digicert
DigiCert, Inc. is a digital security company headquartered in Lehi, Utah. As a certificate authority (CA) and trusted third party, DigiCert provides public ...
Case Study
University Boosts Student Engagement and Academic Success with CRMJetty Education Portal for Salesforce
To address low student engagement and fragmented academic support, a public university partnered with CRMJetty to build a custom education portal using Salesforce. The portal centralized...
Strengthening Support for Policyholders with a Portal for Health Insurance TPA
A leading health insurance company sought to address the challenges policyholders faced during hospitalization and claims settlement. These challenges included the complexity of documentation,...
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The Meco Group, a leading provider of branded marine insurance products, needed a centralized and secure platform to streamline policy management, claims processing, and broker-customer...
Blog
Web portal
Insurance Portal
Customer PortalFrequently Asked Questions
What is a Salesforce partner portal?
A Salesforce Partner Portal is a secure, customizable platform that allows businesses to collaborate with their partners, resellers, and distributors. It provides a centralized space for managing deals, tracking opportunities, accessing shared resources, and automating partner-related processes, all while integrating seamlessly with Salesforce CRM.
What is the difference between a customer portal and a partner portal in Salesforce?
CRMJetty Customer Portal is designed for end customers to access support, view knowledge base articles, and manage their service requests. On the other hand, a CRMJetty Partner Portal is tailored for business partners, enabling them to register deals, track leads, access sales and marketing materials, and collaborate with the company in a structured way.
What is the purpose of a partner portal?
The main purpose of a partner portal is to streamline collaboration between a business and its channel partners. It provides a structured platform for lead management, sales tracking, training, and resource sharing, ultimately driving efficiency, improving partner relationships, and increasing revenue growth.
What are the advantages of a CRMJetty’s Partner Portal?
Centralized platform for communication and deal management.
Automated processes for deal registration and approvals.
Real-time insights into sales and partner performance.
On-demand access to training, documents, and marketing materials.
Personalized dashboards and tailored experiences.
What security measures are in place to protect data in the Salesforce partner portal?
CRMJetty Salesforce Partner Portal includes enterprise-grade security features such as role-based access controls, multi-factor authentication, data encryption, SSO, and more.
Can the partner get access to product knowledge base materials?
Yes, partners can access sales and marketing resources such as brochures, case studies, product guides, and training materials through the portal. These materials help partners stay informed and effectively promote products and services.
What are the costs associated with implementing a Salesforce Partner Portal?
The cost of implementing a Salesforce Partner Portal depends on factors such as:
Licensing fees (based on the number of partner users), customization and development requirements, integration with third-party applications, ongoing maintenance, and support.
What types of integrations are possible with the Salesforce Partner Portal?
The Salesforce Partner Portal can integrate with various third-party tools and applications like Authorize.Net, Stripe, SharePoint, PayPal, Twilio, SAP, and more.
How can I leverage AI capabilities in the Salesforce Partner Portal?
CRMJetty’s Salesforce Partner Portal uses AI to streamline content creation, communication, and form building:
- AI-Powered Content Generation: Instantly create brand-aligned content for banners, sliders, and text blocks with AI-generated suggestions.
- mart Canned Responses: Get AI-suggested replies based on conversation context, reducing response time and ensuring consistency.
- AI Form Generator: Generate fully functional forms with intelligent field selection and customizable layouts.
Do you charge per module?
No, we don’t charge per module. The CRMJetty Partner Portal is a complete package, giving you full access to all features. You simply choose a plan based on your user base.
How customizable is CRMJetty Partner Portal?
CRMJetty Partner Portal is fully customizable to meet your unique business processes. You can modify the user interface, workflows, dashboards, and reports to reflect your brand and operational requirements. Plus, flexible user permissions enable you to control access securely and further tailor the platform to your specific needs.
