Partner Management in Salesforce

CUstomer Success through Great Partners

Partner Relationships: Clarity & Trust

You can't build a great relationship if you don't cultivate it with ongoing interaction and feedback.

Feedback loops start with customer data, which lives in your CRM.

Doing Partner Management in Salesforce allows you to find the right partner for each customer, ensure the experience is good, and attach customer outcomes to the partners that drove them.

Manage your Partners in Salesforce. We can help.

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key part of your customer experience is out of your hands when a partner comes into the mix. Its up to you to create predictable outcomes by setting clear standards for your partners and holding them accountable to them.

Great Partners thrive on:
  • Clear Expectations
  • Straightforward Processes
  • Ongoing Feedback

We're here to help you design partner management processes that set them up to succeed.

We'll ensure you can track partner successes and shortcomings so you can keep them updated on where they stand.


In addition to our services, we offer tools to help you get started

"Partner" Custom Object

Our Ops Framework package will automatically create a Custom Object for your partners in Salesforce, complete with Statuses, Type, and more.

Partner SLAs

Flowdometer is our Salesforce package for tracking timelines against goals and holding your partners accountable to them.
An icon of two partners working together

selected testimonials


Valerie Papa (Mgr. Revenue Operations)

"I'd highly recommend working with Muse Operations. The reason we will continue to work with them is that we are offered best in class support, as well as an educational approach that has allowed our team to make informed decisions as we scale our system and problem solve.

Erol Toker (Founder, CEO)

"Sometimes internal problems feel too messy to loop in a consultant on. It turns out the opposite is often true, where having a specialist on hand was the missing piece. The Muse Operations team is fantastic at pattern-matching and always comes up with a ton of creative solutions.  We value their partnership across the Truly team.

Anonymous Feedback Form

"Fantastic to work with! Quick to respond and always happy to explain why something I'm requesting would/wouldn't work. A proactive approach to problem solving ensures we are staying on track/doing our part to help us meet project deadlines

Managed by Q
Hannah Bildahl (Account Manager)

“I can confidently say that every user here would never be able to do their job without what this team has built.

Celina Munoz (Assistant General Counsel)

"I can't even wrap my head around how you got that fixed!

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