Migration: Salesforce PRM

    LEAVE SALESFORCE PRM. KEEP YOUR CRM. KEEP YOUR HISTORY.

    You do not have to leave Salesforce CRM to leave Salesforce PRM. Channelo runs your partner program alongside your existing CRM, syncs bidirectionally, and cuts per-seat cost.

    See Pricing

    Migrating from Salesforce PRM to Channelo takes days, not quarters: we export partner accounts, opportunities, MDF and portal content, import into Channelo, and connect back to Salesforce CRM via a native two-way sync so your reps never leave their existing workflow.

    WHY TEAMS LEAVE SALESFORCE PRM

    Salesforce PRM is powerful but expensive, per-seat priced, and slow to configure. For most channel teams, the majority of built-in features go unused while the invoice keeps growing with every partner user added.

    • Per-user pricing that punishes partner growth
    • Long configuration cycles for even basic portal changes
    • Consulting dependency for MDF, tiering and analytics setup
    • Partner UX that feels like a CRM, not a portal

    WHAT MIGRATION LOOKS LIKE

    We export your partner accounts, contacts, opportunities, MDF requests and portal assets. Channelo imports them, preserves history, and connects to Salesforce CRM via native sync so opportunities flow both ways.

    • Bidirectional Salesforce CRM sync, no data loss
    • Portal content, tiering rules and MDF ledger imported intact
    • Partner users invited without seat math
    • Live in days, not quarters

    WHO THIS IS FOR

    Channel teams paying for Salesforce PRM but using a fraction of it, teams whose partner user count is growing faster than budget, and teams that need portal changes to ship in hours instead of a change-request queue.

    FAQ

    QUESTIONS, ANSWERED.

    Do we have to leave Salesforce CRM too?

    No. Channelo integrates with Salesforce CRM. Reps keep working in Salesforce, partners work in Channelo, deals sync both ways.

    How is data migrated?

    Via native export from Salesforce, field mapping, validation, and import into Channelo. History and timestamps are preserved.

    How long does it take?

    Most migrations are live in under a week. Complex multi-tier programs take 2 to 3 weeks including UAT.

    What about partner training content?

    LMS content, certifications and completion history import into Channelo Training so partners resume where they left off.

    ENTERPRISE-GRADE CHANNEL TOOLS.
    ACCESSIBLE PRICE.

    See how Channelo runs your entire partner program on one platform, without per-seat pricing and without months of rollout.