Salesforce OmniStudio 2023: Developing Custom Partner Portals
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Custom partner portals are secure websites designed for businesses to safely collaborate with their partners, such as vendors, suppliers, distributors, or resellers. These websites access leads, deals, quotes, and other information and resources relevant to their business relationship with the company.
These custom portals typically provide partners with a branded user interface to access product information, pricing, order tracking, marketing materials, training resources, and other resources to help them engage more efficiently with the company and support their customers.
Custom partner portals can be customized to meet the specific needs of each partner. This enables businesses to provide a personalized digital experience due to better access to information that improves partner engagement and collaboration. They can also help facilitate communication between the company and its partners, leading to increased productivity, faster and more efficient business processes, and better decision-making.
Salesforce OmniStudio 2023 for Custom Partner Portals
Salesforce OmniStudio is a comprehensive platform for developers that can help companies build and manage custom partner portals, sites, and apps for their partners. Here are some ways in which OmniStudio can assist:
Portal Creation
OmniStudio empowers developers by providing a low-code platform with simple drag-and-drop features to create and customize branded partner portals that ensure security and compliance. This can accelerate the development process and reduce costs.
Pre-built Templates
OmniStudio includes pre-built customizable templates that can be used as a first step for portal development. This reduces the time and effort necessary to create a new portal. These templates can be changed to meet the branding requirements of each partner.
Integration with Salesforce
OmniStudio integrates seamlessly with the Salesforce CRM and other external systems, enabling developers to use existing data and workflows within their partner portals. This streamlines business processes and will reduce the need for manual data entry. Partners can therefore be assured that they have access to the latest relevant information.
Partner Management
With OmniStudio, developers can manage access, roles, and permissions within their portals. This ensures that only partners have access to the data and tools they require, helping to enhance data security and reduce the risk of unauthorized people gaining access.
Analytics and Reporting
OmniStudio in Salesforce provides detailed analytics and reporting tools with which developers can attain insights into how the portal is used. Developers can then identify areas for improvement and optimize the partner portal for better results.
Develop Custom Partner Portals for Different Industries
Companies in various industries use partner portals to drive their business success with their external partners, customers, resellers, and suppliers. Some examples are as follows:
Manufacturing
Manufacturers rely on a network of suppliers and distributors to manage their supply chain and distribution and help them effectively bring their products to market. Custom partner portals can provide these partners with access to product information and inventory, pricing, order tracking, delivery, quality control, marketing materials, and training resources.
Retail
Retailers often use custom partner portals to provide their suppliers access to supply chain, inventory, and order-tracking tools. It can connect them with customers and distributors where these partners can access product information, order tracking, shipment, returns, payments, support resources, and marketing and promotional materials. Logistics can be optimized by tracking inventory levels and shipments, generating reports, and providing training. Retailers can use the partner portal to collaborate with their resellers on sales, marketing, and activities, like sharing leads, deals, quotes, incentives, and feedback. Connect vendors, agents, employees, and customers seamlessly.
Financial Services
Financial services businesses, such as banks and insurance companies, may use custom partner portals to connect their agents and brokers to customer data, sales tools, and training resources. Businesses in financial services can have portals for clients, advisors, regulators, and investors.
Technology
Technology companies use custom partner portals to provide third-party organizations with access to product and pricing information and sales tools. It can also give partners access to training and certification resources.
Healthcare
Healthcare providers can use custom partner portals to give access to suppliers and distributors to their inventory and order management tools, as well as training resources and compliance information. It can also be used to connect healthcare providers with patients (to share health information), providers (for care referrals and coordination), payers (to manage claims and payments), and regulators (to comply with regulatory requirements and standards).
E-commerce
E-commerce companies can use custom partner portals to connect with various partners, such as customers, suppliers, resellers, and distributors. It can streamline online shopping and self-service platforms, with access to product information, order tracking, shipment, returns, and payments.
However, there are a few drawbacks for OmniStudio worth mentioning:
Other Software Providers for Custom Partner Portals
Here are a few examples of software providers that offer software solutions to create custom partner portals:
Salesforce Community Cloud
Salesforce’s Community Cloud is a cloud-based platform used to build custom online communities with access to data, resources, and tools. It includes the option to create personalized content, collaboration tools, and customer self-service that can grow partner sales. Community Cloud integrates with Salesforce’s suite of CRM and marketing automation tools.
Zoho Creator
Zoho Creator is a low-code development platform enabling businesses to create custom partner portals and apps for iOS and Android without extensive programming knowledge. It includes tools such as form building, reporting, analyzing, and data management. Using Zoho’s AI assistant, businesses can add features like chatbots, voice assistants, and image recognition.
HubSpot
HubSpot’s Partner Portal solution allows businesses to create custom partner portals that provide access to sales and marketing resources, deal registration, and training materials. It includes features such as content management, workflow automation, and analytics.
PartnerStack
PartnerStack is a partner management platform that provides tools for managing and scaling partner programs, including custom partner portals. It includes partner onboarding, deal registration, and performance tracking features.
Magentrix
Magentrix is a partner relationship management platform with features for building custom partner portals, such as customizable dashboards, document management, and lead tracking.
Titan Web: OmniStudio Alternative
Titan Web’s cloud-based web builder and data management platform provides software solutions for creating custom partner portals. Titan Web offers a range of forms, websites, and integrations to enable businesses to easily build and manage their own flexible and customized partner portals for any industry.
With Titan Web, businesses can create customizable forms, interactive surveys, and landing pages. Users can easily customize the look and feel of their partner portals to match their company branding. Titan Web can be integrated with popular software platforms, such as Salesforce, HubSpot, and Mailchimp, creating seamless connections between partner portal data and other business systems.
In addition, Titan Web enables you to access your flows visually with powerful workflows and automation tools, allowing companies to streamline their partner management processes and ensure their partners have access to the resources and support they need to succeed.
With Titan Web, you can export data to various services, such as Google Docs, Google Sheets, and Salesforce. Digital signatures, conditional logic, calculations, and validations are also supported. Businesses can also use Titan Web’s API to connect their forms with third-party applications. Work with any custom or standard Salesforce object, to speed up go to market and value to market.
If you liked learning about Titan’s declarative tool, why not read about our Salesforce Web Apps?
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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
