CRM Integration with AWS Partner Central
CRM integration app is a versatile tool that combines authentication, mapping, scheduling (with conditional capabilities), and data synchronization. This combination of features can significantly enhance productivity and efficiency for CRM-related tasks, helping users effectively manage customer relationships and streamline their workflows.
the challenge
Partners’ sales team couldn't view, accept/reject and modify AWS Originated (AO) opportunities and leads directly within their CRM.
Partners’ sales team couldn't create new Partner Originated (PO) co-sell referrals to engage with the AWS Sales team and receive updates from AWS on those referrals.
Partners’ sales team wanted to no longer need to be trained in using Partner Central to manage co-selling deals.
Partners wanted to manage all leads and opportunities in one place—with no need for your sales teams to maintain the same information in different systems. Start scaling your sales engagements right from your CRM.
my role
Manger of Product Design I Design Reviewer I UX Sign-off
the process
CRM Connector for Salesforce, AWS Partners wanted to scale their co-selling, co-marketing and co-innovation programs with AWS without leaving their Salesforce CRM. Connect, create or invite AWS to collaborate on an engagement or receive new opportunities and leads from AWS in real-time.
the design
CRM Integration connector is a solution to help AWS Partners share opportunities and receive referrals from Amazon WebServices (AWS) within their CRM. With this integration, Partners who part the APN Customer Engagement(ACE) program can scale without investing headcount to maintain the co-selling pipeline with AWS.
the results
Partners can now eliminate the manual efforts in scaling engagement across your Build, Market, and Co-Sell journey by keeping data in sync with AWS Partner Central. Use this connector to invite AWS to collaborate on an engagement or receive new referrals from ACE program.
Setup, Sync and Scale your Sales and Marketing engagements with AWS.
the results
Everything can't be a homerun out the gate. You can't be afraid to fail.
