Deals, Leads & Sales Enablement
This functionality provides collaborative centralized registrations, transparent distribution, and smooth cycle management.
This functionality provides collaborative centralized registrations, transparent distribution, and smooth cycle management.
Manage pipeline, sales rewards, loyalty checks, and partner benefits from one centralized system.
Enable partners to access data easily to help them close the deal faster.
With PortalXpand, a Salesforce Partner Portal, you can create the exclusive experience you desire. You can customize themes, objects, widgets, etc., in our ready-to-integrate Salesforce PRM Solution within minutes.
Personalize PortalXpand, our Salesforce Partner Portal, by using our drag-and-drop feature. You can drag and drop templates, layouts, menus, forms, and other portal components.
Use custom data binding to get your pages with desired interface ready in minutes! You can use standard Salesforce portal components to edit a template and add your content.
Create and personalize design templates for pages, banners, widgets, forms, etc., to give a personal touch to your pages.
With the role-based access sharing feature, you can securely share data with your partners as per their roles or profiles. You can control access and decide what you want to keep private and what you want to be visible to the partners.
With advanced search filters, you and your partners can search for required queries and get relevant data in seconds.
Personalize PortalXpand, our Salesforce Partner Portal, by using our drag-and-drop feature. You can drag and drop templates, layouts, menus, forms, and other portal components.
Use custom data binding to get your pages with desired interface ready in minutes! You can use standard Salesforce portal components to edit a template and add your content.
Create and personalize design templates for pages, banners, widgets, forms, etc., to give a personal touch to your pages.
With the role-based access sharing feature, you can securely share data with your partners as per their roles or profiles. You can control access and decide what you want to keep private and what you want to be visible to the partners.
With advanced search filters, you and your partners can search for required queries and get relevant data in seconds.
With Salesforce Partner Portal – PortalXpand, you can provide high-level partner management with Salesforce compatibility and real-time configurations per your business needs.
Our Salesforce Partner Portal enables you to customize your dashboard as per your preferences. View priority tasks, collaborate with partners, and set quick links to widgets such as counter block, recent activity, etc., for any required object.
Have full control over Salesforce objects in CRM and portal by configuring the standard and custom objects per your business requirements.
This feature ensures that full security controls stay with you. You can give permissions and access to different portal users based on their roles and ensure that the data stays safe and there are no accidental modifications.
You can get started with our Salesforce partner portal in no time by configuring an active CRM layout within minutes. It lets you select entities in one go to fetch from CRM to the portal.
Portal admin can streamline all users, whether they are partners, internal staff, etc. Partners can have access to data that is relevant to them.
Set the required fields, read-only, searchable, and more, to manage the field labels and tooltips for each field.
Our Salesforce Partner Portal enables you to customize your dashboard as per your preferences. View priority tasks, collaborate with partners, and set quick links to widgets such as counter block, recent activity, etc., for any required object.
Have full control over Salesforce objects in CRM and portal by configuring the standard and custom objects per your business requirements.
This feature ensures that full security controls stay with you. You can give permissions and access to different portal users based on their roles and ensure that the data stays safe and there are no accidental modifications.
You can get started with our Salesforce partner portal in no time by configuring an active CRM layout within minutes. It lets you select entities in one go to fetch from CRM to the portal.
Portal admin can streamline all users, whether they are partners, internal staff, etc. Partners can have access to data that is relevant to them.
Set the required fields, read-only, searchable, and more, to manage the field labels and tooltips for each field.
PortalXpand, our Salesforce Partner Portal, streamlines business operations at a competitive price. It provides seamless sync between Salesforce CRM and portal, efficient and centralized partner management.
Our next-gen Salesforce Partner Portal is fully mobile responsive with an engaging mobile interface and smooth navigation. It ensures smooth navigation and great customer experience.
With our Salesforce Partner Portal, you can design and style your page as you desire with easy-to-use design templates and layouts. You can use drag & drop or code editor to place the component wherever you want.
Secure your data by managing overall roles and permissions with page-level access permissions for all partners. Provide access and permissions as required according to their roles.
Integrate third-party plugins to ease your workflow with our Salesforce Partner Portal. Enable single sign-in with Gmail and Facebook.
Our next-gen Salesforce Partner Portal is fully mobile responsive with an engaging mobile interface and smooth navigation. It ensures smooth navigation and great customer experience.
With our Salesforce Partner Portal, you can design and style your page as you desire with easy-to-use design templates and layouts. You can use drag & drop or code editor to place the component wherever you want.
Secure your data by managing overall roles and permissions with page-level access permissions for all partners. Provide access and permissions as required according to their roles.
Integrate third-party plugins to ease your workflow with our Salesforce Partner Portal. Enable single sign-in with Gmail and Facebook.
Get a portal solution tailored to your industry to enable smooth and streamlined operations as you, your staff, and your customers need.
Simplify your education logistics with a futuristic online Salesforce portal solution to make education easily accessible.
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Manage your real-estate brokers and partners and ease your internal operations with a centralized solution.
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Simplify your education logistics with a futuristic online Salesforce portal solution to make education easily accessible.
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Manage your real-estate brokers and partners and ease your internal operations with a centralized solution.
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
We are ISO 27001 certified by a German company named TUV-SUD. We have all data and information security controls in place. Moreover, we do not store any personal data on our software. We fetch the data on demand using secure APIs and process it as per the features.
No; with a bit of knowledge of the functionalities of CRM, with our platform-as-a-service studio, you can create pages, forms, lists, and menus using simple drag-drop widgets.
Our USP is we enable businesses to go to market faster than other software, usually in a couple of weeks and not in months.
The Salesforce Partner Portal from CRMJetty is an effective tool for businesses looking to streamline their channel sales and manage relationships with dealers, vendors, distributors, and other partners. Through a centralized platform, these portals allow you to digitize your partner network and simplify your business operations.
Yes, our software can be connected to any 3rd party system, and you can use this software as a unified platform for your customers.
With our fully customizable Salesforce Customer Portal, PortalXpand, you can enhance the customer’s experience by making the portal more interactive and user-friendly. With the device’s convenience, you can ace the customer satisfaction section.
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