Together, we can receive a better return on marketing investments.
The co-marketing program is designed for Salesforce's top partners, as an additional resource to support external marketing campaigns and/or sales initiatives.
Co-marketing programs generate demand, benefit both parties, and offer a greater return on marketing investment than what each company could achieve independently. Offered as a top benefit, co-marketing supports our partners and their overall marketing and business plans for the year with Salesforce.
HOW IT WORKS
Requests and Submissions
- Partner submits co-marketing proposal request for marketing activity or event in the quarter the request is coming from.
- Submissions received within the first two weeks of the quarter by top performing partners will be reviewed and placed on a higher priority.
- Funds are not guaranteed.
- Plans are then reviewed by the Salesforce Partner Marketing Manager and approved or rejected based on co-marketing utilization guidelines and time of submission.
- Applications are approved on a first come first serve basis, based on tier and do go through a two-week approval process.
Approvals and Activities
- Once approved or denied, the partner will be notified by their Partner Marketing Manager.
- If approved, the co-marketing plan and tracking of results will be incorporated into the partner's annual marketing plan by their Partner Marketing Manager.
- Partner Account Manager will schedule a call between the Partner Marketing Manager and Partner to discuss the program logistics. Partner Marketing Managers are available to help Partners improve on activities and programs.
Post Program Steps
- Once the program has come to a close, the Partner Marketing Manager will reach out to the partner to review. Partners must provide:
- Proof of Purchase (POP) report of dollars spent
- Campaign/Program results (leads, opportunities, if applicable, CWNB)
- Partners will receive a unique campaign and code so they, along with the Partner Marketing Manager, are able to track all opportunities and wins brought in through the co-marketing program.
- Once the POP and leads have been submitted, partners can invoice Salesforce.
- All invoices must reach Salesforce prior to the end of the quarter that the co-marketing funds are being requested for (Ex. Activity is in Q2, Salesforce must receive invoices before the last week of Q2.)
RULES AND RESTRICTIONS
All leads and opportunities generated from your co-marketing program need to be submitted or claimed through Partner Community.
- Leads are submitted for internal tracking purposes and help provide visibility around the program's success.
- Partners must utilize our leads template and submit to the Partner Marketing Manager.
- Submitting leads in Partner Community ensures they are protected from other partners as well as the Salesforce direct team.
* Remember to utilize your unique campaign code in the Details section to associate your lead with your marketing activitiy. To get your campaign code, contact you Partner Marketing Manager.
Watch the video on how to submit leads:
To log into Partner Community, visit https://partners.salesforce.com.
Below are a list of resources for partners to utilize when preparing their marketing activity.
- W8 / W9 (US Partners)
- Lead Submission Template (Standard): Your guide for submitting program leads
- Lead Submission Template (EMEA)
- Building Your Marketing Communications Plan: Jumpstart your communication plan
- How To Create An Effective Datasheet: Helping partners build effective sales resources
- Designing Your Demand Generation Program: Building successful, repeatable campaigns that generate workable leads
Co-Marketing Product Examples
3rd Party Demand Generation Campaign
Program: Work with a 3rd party company to help with your demand generation process on a very targeted segmented campaign. Salesforce helped to scrub the list of all Salesforce prospects and current customers for the partner.
Money: Approved funds were spent on building email templates, a microsite, list purchasing fees and telemarketing services.
Partner Led Seminar
Program: Increase brand awareness and sales with two half-day seminars in different cities with breakfast provided for attendees. Salesforce helped promote the event to staff internally as well as provided a case study for them to use for the events.
Money: Funds requested were used for project management, materials, production, catering, telemarketing and offline advertising.
Digital or Print Campaign
Program: Run a creative campaign that utilized digital and/or printed assets. Combine them with a telemarketing program or a call blitz with your sales team.
Money: Dollars are used to fund creative and production of items such as, direct mailers, microsite lead generation forms or referral program materials.
VIP or Executive Event
Program: Use funding for a special VIP event to help drive current pipeline to close or support an upsell opportunity.
Money: The funds would be used for invites, to secure location and catering, book speakers and entertainment and to send a follow up delivery piece as a thank you.
Have a question? Want to walk through a possible co-marketing program request? Curious if you qualify for co-marketing? Wondering the status of your co-marketing request? Contact Partner Marketing to get all your co-marketing questions answered.