PortalXpand – Salesforce Partner Portal
Invite smooth partner collaboration with our Salesforce Partner Portal. An optimized solution that streamlines your business operations, enhances communication with partners, provides impeccable security, is cost-efficient, and provides automation, isn’t that all you need from a portal solution?
Trusted By Enterprise Companies
Make Partner Collaboration Easy with PortalXpand
Deals, Leads & Sales Enablement
Provides collaborative centralized registrations, transparent distribution, and smooth cycle management.
Manage Channel Partners
Manage pipeline, sales rewards, loyalty checks, and partner benefits from one centralized system.
Data on Demand
Enable partners to access data easily to help them close the deal faster.
Build Your Own Salesforce Portal
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.
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Drag & Drop Builder
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.
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Design Layouts
Create and personalize design templates for pages, banners, widgets, forms, etc., to give a personal touch to your pages.
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Content Management
With the role-based access sharing feature, you can securely share data with your partners as per their roles. You can control access and decide what you want to keep private and what you want to be visible to the partners.
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Instant Results
With advanced search filters, you and your partners can search for required queries and get relevant data in seconds.
Drag & Drop Builder
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.
Configurable Widgets
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.
Design Layouts
Create and personalize design templates for pages, banners, widgets, forms, etc., to give a personal touch to your pages.
Content Management
With the role-based access sharing feature, you can securely share data with your partners as per their roles. You can control access and decide what you want to keep private and what you want to be visible to the partners.
Instant Results
With advanced search filters, you and your partners can search for required queries and get relevant data in seconds.
Configure Portal Your Way
With Salesforce Partner Portal - PortalXpand, you can provide high-level partner management with Salesforce compatibility and real-time configurations per your business needs.
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Personalized Dashboard
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.
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360 Object Management
Have full control over Salesforce objects in CRM and portal by configuring the standard and custom objects per your business requirements.
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Role-Based Access
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.
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Active CRM Layout
You can get started with our Salesforce 365 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.
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User Management
Portal admin can streamline all users, whether they are partners, internal staff, etc. Partners can have access to data that is relevant to them.
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Advance Field Level Configuration
Set the required fields, read-only, searchable, and more, to manage the field labels and tooltips for each field.
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Personalized Dashboard
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.
-
360 Object Management
Have full control over Salesforce objects in CRM and portal by configuring the standard and custom objects per your business requirements.
-
Role-Based Access
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.
-
Active CRM Layout
You can get started with our Salesforce 365 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.
-
User Management
Portal admin can streamline all users, whether they are partners, internal staff, etc. Partners can have access to data that is relevant to them.
-
Advance Field Level Configuration
Set the required fields, read-only, searchable, and more, to manage the field labels and tooltips for each field.
Ease of Operations
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.
Mobile Friendly
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.
Custom Build Navigation
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.
Page Level Access Permission
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.
Flexible Third Party Integrations
Integrate third-party plugins to ease your workflow with our Salesforce Partner Portal. Enable single sign-in with Gmail and Facebook.
Why PortalXpand
Transparent Pricing
One price for unlimited users with zero hidden costs.
Flexible Product
Get an exclusive industry-crafted portal to meet your niche requirements and audience.
Quality and Data Security
We are ISO 27001 and ISO 9001 certified companies, and as a Salesforce ISV Partner, we provide the best quality output and data security.
Personalized Demo & Trial
Request a quote today and get a personalized demo exclusively for your company to know how our solution can help you achieve your goals.
Simplify and Automate with Salesforce Partner Portal
Establish a productive and collaborative connection with your partners using our Salesforce PRM Solution - PortalXpand. Our PortalXpand is scalable to tailor it as per your business needs. Whether it is automating business processes or providing top-notch secure access to CRM data to your partners, PortalXpand covers everything for you.
Enhance Your Customer Experience with Salesforce Customer Portal
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.
