Technology, networking infrastructure (network as a service)Network-as-a-Service Provider
A network-as-a-service provider launched a Salesforce partner portal with deal registration, shifting from direct selling toward a scalable channel model with partner-logged deals routed straight to the right rep.
The client is a Network-as-a-Service company that delivers fully managed networking infrastructure to businesses, handling hardware, software, and support under one subscription. Backed by significant venture capital, the company was building out a partner channel to complement its direct sales motion. With a small but fast-growing set of partners and ambitions to reach full channel engagement, the company needed a structured way to onboard partners, register deals, and share sales materials. It engaged SiiMPLY7 to stand up a Salesforce partner portal on Experience Cloud.
The challenge
The company was transitioning from a referral-based, direct-to-customer model toward a channel strategy spanning managed service providers, resellers, and the real estate sector. Managing a handful of partners by hand was already strained, and the plan to scale to hundreds of partners made manual onboarding and deal tracking untenable. Without a system to register deals, partner submissions were not consistently captured or routed, slowing the sales cycle and creating channel conflict risk.
The solution
SiiMPLY7 implemented Salesforce Partner Relationship Management on Experience Cloud, giving partners a branded portal integrated with the client's Sales Cloud org. Deal registration let partners log opportunities that were automatically routed to the correct salesperson, keeping a single source of truth across the sales and partner teams. The portal streamlined partner onboarding with immediate access to resources and sales collateral, and partner activity flowed into the same CRM the internal team already used.
Implementation highlights
What we built.
- Experience Cloud partner portal built on Salesforce Partner Relationship Management
- Deal registration with automated routing of partner-submitted opportunities to the correct salesperson
- Partner onboarding flow providing immediate access to resources and training
- Sales collateral distribution and partner activity tracking inside the portal
- Integration with the existing Sales Cloud org for a unified view across direct and channel pipeline
- Ongoing Salesforce support covering administration, enhancements, reporting, and team training
Results
Partner-registered deals route automatically to the right rep, removing manual handoffs
A self-service onboarding and portal model positioned the company to grow its partner base
Partner and direct activity now live in one CRM, reducing channel conflict risk
Engagement summary
SiiMPLY7 delivered a working partner portal with deal registration on Experience Cloud, integrated with the client's Sales Cloud org, plus ongoing administration and support, moving the company off manual partner management onto a repeatable channel platform.
What's next
Planned expansion includes scaling the portal to support a much larger partner base, deepening partner engagement features such as performance tracking and lead sharing, and extending channel coverage across managed service providers, resellers, and real estate.
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