May 05, 2022

CRM and PRM Integration: Salesforce and Kiflo

Learn how using Salesforce CRM and Kilfo PRM together can elevate the success of your partner program operations.

salesforce-kiflo

Salesforce Customer Relationship Management (CRM) software and Kiflo’s Partnership Relationship Management (PRM) software can be used in conjunction as part of an adaptive partnership strategy. Connecting these platforms can help save time and automate your workflow, which leaves you with more time to focus on strategizing toward your goals. 

Your time is valuable, and it can be a hassle to move data from leads and deals manually between your CRM and PRM. With Salesforce CRM and Kiflo PRM integration, you can create a two-way information superhighway that can streamline your most essential processes. 

salesforce-kiflo-zapier
Integrating Salesforce CRM with Kiflo PRM with Zapier is a quick and seamless process.

Whether you are a current Kiflo user who wants to learn about this integration option or Salesforce CRM user interested in PRM options, this article will show you just how simple, elegant, and intuitive this integration can be for your affiliate, referral, and reseller partnerships. You’ll about key integrations and use cases including: 

Plus, the entire integration process is easy and intuitive! 

CRM & PRMs: What They Are & How They Work Together

A Customer Relationship Management (CRM) tool and a Partner Relationship Management (PRM) tool are like wheels on a bicycle. They serve comparable but different functions and work together to maintain forward momentum. A CRM supports direct sales, allowing you to automate tasks associated with customer service and the direct sales cycle. A PRM is used for indirect sales and managing partnerships. CRMs and PRMs can be synergistic and help you optimize your multi-channel sales approach. 

What is Salesforce CRM?

salesforce-screenshot
Screenshot of Salesforce CRM's interactive dashboard, from G2.com

Salesforce CRM is a cloud-based software solution that offers tools and functionality for every stage in the customer lifecycle. It allows you to create a custom workflow suited to your business needs. A top-rated CRM, Salesforce gives you the ability to consolidate and utilize marketing data and customer profiles. Suitable for small, midsize, and large businesses, Salesforce CRM offers scalable pricing to suit your needs. 

Key Features of Salesforce CRM

  • Fully cloud-based 

  • Mobile version available

  • 30-day free trial for new prospective customers  

What is Kiflo PRM?

kiflo-prm-dashboard
The Kiflo PRM vendor dashboard keeps partnership teams up-to-date on all partner activity.

Kiflo PRM supports small and midsize businesses to catalyze growth through partnerships. You can manage all of your channel partners in one place and realize the full potential of your partnership ecosystem through tools such as content management, lead forms, and business plans for your partnership strategy.  

Key Features of Kiflo PRM

  • Partner Portal to increase engagement

  • Lead attribution and Deal registration

  • Asset sharing

  • CRM Integration

Why Use Kiflo PRM with Salesforce CRM?

Using Kiflo PRM with Salesforce CRM can supercharge your sales strategy and enable seamless integration between platforms. As we mentioned, the setup is quick and easy. In just a few steps, you can set up integration through Zapier. Benefits include syncing leads and deals, automating rewards, and keeping partners engaged and motivated!   

Key Integrations Kiflo Offers with Salesforce

Integrations are central to a successful partner management strategy. Using Kiflo and Salesforce will help take your partnerships and sales to the next level. You can set up this integration using Zapier without needing code. 

After you authenticate your Kiflo and Salesforce accounts, choose one of the apps as a “trigger” to begin the automated integration process. Then, choose the desired resulting action from the other app. Think of this as a call and response; what information sharing do you want to automate? What data would you like to send from one app to another? For example, when your partner adds a new lead in Kiflo, you can create that lead in Salesforce and assign it to your sales development representative (SDR) for a smooth follow-up process. You can integrate steps in partner applications and onboarding, updating records, creating deals, and so much more! 

Kiflo-trigger-event
Integrations put you in control and facilitate scalable growth.

Use Case: Using Kiflo PRM and Salesforce CRM for Affiliate and Referral Partners 

Affiliate and Referral partnerships can benefit from Kiflo PRM and Salesforce CRM integrations. Partners can submit leads on Kiflo that are then shared with Salesforce where your sales team can follow up with the qualified leads and manage the sales cycle. This will yield a high closing rate and faster closing times. 

Use Case: Using Kiflo PRM and Salesforce CRM for Reseller Partners 

Reseller partnerships can benefit from this integration too! You can make sure that registered deals from your partner appear in Salesforce. This makes it easier to track sales and avoid conflicts with your sales team, thus, increasing transparency and benefiting the quality of the partnership. 

Conclusion

It’s easy to see that Salesforce CRM and Kiflo PRM are a match made in heaven! With Zapier, integration is fast, easy, and intuitive. Using Salesforce CRM and Kiflo PRM together can be a key part of your long-term strategy. Salesforce CRM is the world’s #1 CRM, with over 100.000 satisfied customers. By integrating Salesforce CRM with Kiflo PRM, you can maximize your impact and equip your partners with even more tools to succeed. 


Frequently Asked Questions (FAQ)

What’s the difference between a PRM and CRM?

A PRM supports the management of indirect sales through partner programs while a CRM primarily manages direct sales and customer service.

Is getting a PRM with your CRM worth it?

Using a PRM and a CRM in tandem is worth the investment, and these tools can help maximize revenue.

Can Kiflo PRM send leads directly to Salesforce CRM?

Yes, Kiflo PRM can send leads directly to Salesforce CRM and vice versa.

How to manage partners in Salesforce?

You can use the Salesforce partner management add-on or third-party software like Kiflo PRM.

What is Salesforce CRM used for?

Salesforce CRM is used to manage direct sales by supporting every customer touchpoint in the sales life cycle in order to close more deals.

LinkedIn Twitter Facebook

Related readings

Start Scaling Partner Revenue Today

Get a personalized demo of our all-in-one partnerships platform.