Your Salesforce instance is the heart of your sales operation. But what happens when your partner program runs on a completely different system?
If you’re relying on spreadsheets, email chains, or a disconnected portal, you know the friction it causes. Partner-sourced leads get lost in the shuffle, deal registration becomes a chore of manual data entry, and you’re left wondering which partners are actually performing.
It’s a common challenge: the power and clarity you have inside Salesforce doesn’t extend to your partner ecosystem.
Journeybee is designed to fix that. Our Partner Relationship Management (PRM) platform doesn’t replace Salesforce—it extends it. Think of it as the missing piece that connects your core CRM to your partner channel, helping you turn your partnerships into a predictable and scalable revenue stream. Simplify your deal registration, lead management, MDF requests, referrals, and training with a platform that syncs seamlessly with your Salesforce CRM.
How Journeybee and Salesforce Work Together
Here’s how we connect the dots between your internal teams and your external partners, eliminating the silos and confusion.
Salesforce Remains Your Single Source of Truth
Salesforce should always be your definitive record. Journeybee’s powerful two-way sync ensures it stays that way. Any update on a partner, lead, or deal in one system is instantly and accurately reflected in the other. Your sales team gets to live in their familiar Salesforce dashboards, while partners get a tailored experience in Journeybee.
Empower Partners, Not Your Salesforce Admin
Want to give partners pipeline visibility and resources without the headache of managing complex permissions? Journeybee is the answer. Partners collaborate and register deals in our intuitive portal, which means you don't need to buy them costly Salesforce licenses. You keep your core CRM secure and clean. (And yes, we're fully certified).
Finally, a Clear View of Your Partner Pipeline
When you integrate a partner portal with Salesforce via Journeybee, every lead and deal registration flows directly into your CRM. The data is automatically de-duplicated and correctly attributed, so you can finally get a clear, complete picture of your partner-sourced and partner-influenced revenue.
Getting You Connected is Straightforward
We designed the Journeybee and Salesforce integration to be powerful yet simple to set up. From the moment you connect, you have complete control over how your data flows.
- Smart Sync Rules: You decide how to handle incoming data. Set rules to automatically match records to existing Leads, Contacts, or Accounts in Salesforce, preventing duplicates and keeping your data clean from day one.
- Custom Field Mapping: Your business is unique, and your data should reflect that. Map any field in Journeybee—including your own custom fields—to its corresponding field in Salesforce to ensure perfect alignment.
- Real-Time Visibility: Map deal stages, lead statuses, and notes so your sales team sees every update from partners as it happens, right inside Salesforce.
- Simple Partner Onboarding: Have a list of partners already in Salesforce? Import them directly into Journeybee by defining their Account type, and you can invite them to collaborate in minutes.
- Extra features: Ensure seamless lead routing and accountability for your sales team directly from the Journeybee platform. You can assign the correct Salesforce owner for any synced lead, contact, account, or opportunity, guaranteeing every record is directed to the right person instantly.
Built for Teams That See Partnerships as a Two-Way Street
Journeybee is designed for ambitious companies, from startups to scale-ups, that use Salesforce as their growth engine.
We especially shine for businesses that believe in true bidirectional partnerships. If your strategy involves a dynamic give-and-take of leads, opportunities, and insights with your partners, our platform provides the flexible framework you need to manage those two-way flows—all seamlessly integrated with your Salesforce processes.
Key Features of Our PRM for Salesforce
Custom Digital Partner Rooms
Move beyond static, one-size-fits-all portals. With Journeybee, you can create a unique digital room for each partner. These collaborative spaces, powered by a live Salesforce sync, become the go-to place for everything from shared deal pipelines to joint marketing plans.
Automated Deal Registration & Attribution
Empower partners to register deals through a simple form in Journeybee. A new Opportunity is instantly created or updated in Salesforce with accurate source tracking, ending manual data entry for good.
Content Management System (CMS)
Journeybee acts as your central Content Management System (CMS) for all partner-facing resources. Easily create, organise, version-control, and distribute critical assets like marketing collateral, up-to-date sales playbooks, technical documentation, and onboarding materials directly through each partner’s custom Digital Partner Room or personalised partner portal.
Clear Performance Dashboards
Stop pulling reports from two different systems. Get a clear, unified view of your partner performance right inside Journeybee, powered by live Salesforce data. See who your top partners are and what’s driving revenue so you can make smarter, data-driven decisions.
Simplified Commission Management
Build commission plans in Journeybee and give partners a transparent view of their potential and earned commissions, streamlining the entire incentive process.
How Companies Use Journeybee and Salesforce
- To Scale a Reseller Channel: Onboard resellers with custom rooms full of playbooks and training. When they register a deal, it syncs directly to a Salesforce Opportunity, giving your team full pipeline visibility without buying extra Salesforce seats.
- To Power Co-Marketing: Manage joint campaigns with solution partners in a shared space. Leads from a webinar or event are captured and synced to Salesforce with clear partner influence attribution, making it easy to prove ROI.
- To Optimise Referral Programs: Streamline how you work with referral partners. They use their Journeybee portal to submit leads (which become Salesforce Leads), track their success, and access resources, keeping them engaged and active.
By integrating Journeybee with your Salesforce CRM you gain a scalable, engaging ecosystem with full control over your partner-driven pipeline. Ready to transform your Salesforce partner strategy? Explore our flexible pricing plans or connect with our team to see Journeybee in action.
Frequently Asked Questions
No. A key advantage of Journeybee is that your partners collaborate and manage their pipeline through our intuitive portal. This saves you significant costs and complexity, as you do not need to purchase expensive Salesforce licenses for them.
The initial connection is fast—most users are up and running in minutes. The full configuration time depends on how many custom fields and sync rules you have, but our guided process makes it straightforward to complete, often on the same day.
Absolutely. Journeybee provides granular control over data mapping. You can define exactly which standard and custom fields on your Lead, Contact, Account, and Opportunity objects should sync between the two platforms, ensuring the integration fits your unique workflow.