Standardizes partner data-sharing and co-selling workflows in Salesforce Platform.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
ChannelFlows — screenshot from the Salesforce AppExchange listing

What it does

ChannelFlows lets partners establish a connection and mutually approve requests to share or receive information. Salesforce admins can create manual or automated workflows with conditions, selected data fields, and email or Salesforce delivery. The app regularly scans for defined parameters and returns the requested information when those conditions are met.

Key capabilities

from the Salesforce AppExchange listing

Partner connections

Partners can onboard, connect, and mutually accept a relationship before exchanging information.

Workflow requests

Admins can define whether a workflow shares or receives information, how it starts, its conditions, the data fields involved, and its delivery method.

Automated workflows

Workflows can pass data automatically when specified parameters are met.

Manual workflows

Account owners can initiate information sharing through manual workflow requests.

Account mapping

The app supports account mapping to identify strategic partners for accounts.

Sales playbooks

Partners can share and receive technical knowledge, case studies, and opportunities related to ongoing sales activities.

Use cases

  • A company can automatically receive a partner's account executive email address in Salesforce when account domains match.
  • A partner can share information about customers that leave for prospects working with the account.
  • Partner sales teams can share win stories across their teams.

Who it's for

The vendor names Salesforce admins, account owners, channel partners, co-sellers, and partner sales teams.

How it compares

ChannelFlows uses mutually approved partner workflows to exchange selected Salesforce data based on defined conditions, with email or Salesforce delivery. Tackle for Salesforce is described as a cloud go-to-market revenue operating system for partner-led selling across AWS, Microsoft, and Google. The descriptions do not specify equivalent account-matching rules or configurable data-field exchange for Tackle for Salesforce.

NamePricingDeploymentUpdated
ChannelFlowsthis pluginPaidCloud
Tackle for SalesforcePaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«ChannelFlows eliminates floating excel sheets with your channel partners and standardizes the flow of data that could be critical to co-selling processes. Once you and your partner(s) are onboarded and mutually accept the connection, admins can create workflows that scale their CRMs’. Each workflow request specifies …»

Official marketplace listing

Publisher
CloudCodiots LLP
Updated on marketplace
Facts verified