Partnering with Salesnet CRM

Partnering with Salesnet CRM

The Salesnet CRM Partner Program

Partnering with Salesnet CRM helps strengthen the relationship between you and your clients. Whether you are a referral partner or integration partner, Salesnet CRM is committed to the success of you and your clients.

We view our partnerships as collaborative, working relationships combining your industry expertise and/or technology with our platform. We not only provide support and training to you and your clients, but also dedicated partner-focused technologies to help you manage and supplement your offering to your clients.

Salesnet CRM Partner Portal

Salesnet CRM Customer Management Portal

With your client's permission, you have one-click access to interact with their Salesnet CRM account via our management portal.

  • Coach your clients on successful use of Salesnet CRM environment based on your customized template
  • Help your clients utilize the reporting and analytics you've defined for them
  • Assist or fully execute data management tasks for your clients using our built-in extraction, import and updating utilities
  • Continue to refine and enhance your client's Salesnet CRM account as their business evolves and changes

Customized Partner Templates

Configure and maintain one or more customized Salesnet CRM templates.

  • Create your own customized environment using layouts, sales processes, reports and more specific to the messaging you deliver to your customers
  • Maintain and refine your custom templates on an ongoing basis through our management portal
  • Easily roll out your saved custom templates to new and existing clients, no need to recreate the wheel with every customer
  • Leverage the Salesnet CRM team during implementation and training so your messages and methodology are reinforced
Custom Templates for Partners
Custom Tabs

Custom Tabs and Integration

Customize Salesnet CRM even further by embedding your own functionality in our Custom Tabs or create and host needed integrations to external systems.

  • Embed external or internal sites for coaching, education, external reporting and analysis in your own Salesnet CRM Custom Tabs
  • Create custom UI links from individual Salesnet CRM records to integrate with external URLs, applications, your client's intranet, file storage network directories and more
  • Leverage Single Sign-On functionality to create a centralized and integrated customer portal experience for your clients
  • Utilize our full set of standard APIs to create your own unique integrations to Salesnet CRM or, work with us to develop custom integrations to difficult-to-integrate environments

Added Partner Benefits

Take advantage of all Salesnet CRM has to offer to help you manage and develop your own business.

  • Manage your own business and client relationships with a customized Salesnet CRM account of your own
  • Take advantage of training and support for your entire organization
  • Use demo and test environments for ongoing presentation and testing of your customizations and technologies
  • Participate in joint content marketing and communication opportunities

Salesnet CRM does not require an exclusive contract to take advantage of these benefits. We do however believe once you begin working with Salesnet CRM, it will be the only CRM you'll want to recommend.

Call us at 800-446-0895 or click the button below to get more information about the Salesnet CRM partner program.