The Ultimate CRM Integration for Your Partner Ecosystem
Your sales team lives in the CRM. Your partner ecosystem lives elsewhere. This critical gap exists because you lack a true CRM integration for your partner data, leading to silos, missed opportunities, and a frustrated sales team. Journeybee bridges this gap permanently. We provide a seamless, two-way CRM integration that enriches the CRM you already own with the power of your entire partner ecosystem. We surface real-time partner intelligence, enable true co-selling, and create a single source of truth for revenue—all through a powerful CRM integration.
3 Ways Our CRM Integration Drives Revenue
Our deep, bi-directional CRM integration transforms your sales platform from a simple tool into a collaborative ecosystem engine. Here's how.
Surface Live Partner Intelligence Where Sales Reps Work
A core feature of our CRM integration is a widget that embeds a dynamic partner profile directly into your CRM interface. Don't force your sales team to hunt for partner information in other systems.
The "Partner Co-Pilot"
View Your sales rep opens an opportunity record in Salesforce. Right on the screen, our CRM integration displays a complete profile of the partner attached to the deal. They can instantly see the partner's tier, their technical certifications, and key contacts, providing the confidence to move the deal forward.
Enable True Co-Selling within the CRM
A powerful CRM integration means collaboration happens where the work happens. Empower your sales reps to strategise, share files, and communicate with partners directly from the deal record they are already working on.
The In-CRM Collaboration Hub
A sales rep needs a technical question answered to finalise a proposal. Without leaving the CRM, they use the Journeybee widget to send a direct message to the partner's sales engineer. The entire conversation is logged in the deal's activity history, all powered by the CRM integration.
Create a Single Source of Truth for Partner-Influenced Revenue
Data should flow seamlessly. Our two-way CRM integration ensures that when something is updated in one system, it's instantly and accurately reflected in the other, giving you 100% visibility.
The Automated "Closed-Won" Workflow
When your sales rep marks a deal as "Closed-Won" in the CRM, our CRM integration automatically triggers two actions in Journeybee: the partner's commission is calculated, and their contribution is added to your "Partner-Sourced Revenue" dashboard in real-time.
A CRM Integration Built for Your Workflow
Deep CRM Integrations: Our CRM integration provides native, bi-directional sync with major platforms.
Salesforce: A deep CRM integration that surfaces partner data directly on your Opportunity and Account layouts in Sales Cloud.
HubSpot: Empower your reps by embedding partner collaboration tools right inside HubSpot contact and deal records.
Pipedrive: Keep your deal stages and partner pipeline perfectly aligned with a seamless, real-time CRM integration.
Attio: Leverage your flexible CRM by syncing partner activity and deal flow directly into your Attio workspaces.
Powerful Standalone CRM: For businesses building their first partner program, Journeybee can be your central hub. Manage your entire partner pipeline, contacts, and deal flow within our intuitive platform, built from the ground up for the needs of an ecosystem.
The Business Value of a Deep CRM Integration
Boost Sales
By keeping your sales team in their preferred tool and eliminating information silos, our CRM integration frees them up to focus on selling.
Increase Channel Win Rates
When sales reps can easily identify and collaborate with the perfect partner for every deal, they bring a stronger team to the table, leading to more wins.
Gain 100% Revenue Visibility
End the debate about partner influence. With a seamless CRM integration, you can accurately track every dollar of revenue sourced by your partner ecosystem.
The Journeybee Difference: Manual vs. Integrated
Before: The Disconnected Way
Key features:
- Your sales reps have to call a partner manager just to ask, "Who is the best partner for this deal?"
- Partner updates are sent via email and must be manually entered into the CRM.
- Reporting is a monthly nightmare of exporting spreadsheets, and the data is never truly live.
With Journeybee's CRM Integration
Key features:
- Sales reps see AI-powered partner recommendations directly on the opportunity screen.
- Partner updates sync automatically to the CRM record.
- You have a real-time dashboard showing the exact revenue influenced by your partners, thanks to a seamless CRM integration.
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Frequently Asked Questions about our CRM Integration
A two-way CRM integration means that data flows seamlessly in both directions between your CRM and Journeybee. When a record is updated in your CRM, it updates the PRM, and when a partner updates something in their portal, it instantly updates the record in your CRM. This ensures a single source of truth.
No, and that's a key benefit. Your sales team continues to work exclusively within the CRM they already know and love. The Journeybee CRM integration simply enriches their existing view with powerful partner data and collaboration tools.
We offer a deep, native CRM integration for major platforms including Salesforce, HubSpot, Pipedrive, and Attio. Our library is constantly expanding, and we also provide a flexible API for custom connections.
Our CRM integration is designed for a fast and simple setup. You can connect to your CRM and configure the basic settings in minutes, not weeks. Our support team is also available to guide you through the process to ensure a smooth launch.
Journeybee manages the deep operational details of your partner program (onboarding, content, etc.), while our CRM integration surfaces only the most relevant, actionable intelligence into the CRM widget. This keeps your CRM clean and focused on customer data, just as it should be.