Onboard Dealers, Distributors & Channel Partners Faster with Salesforce
Digitize your entire channel partner onboarding journey — from recruitment and qualification to KYC, territory validation, multi-level approvals, agreement e-sign and partner activation — on one Salesforce-native platform.
One Platform for Every Channel Partner You Recruit
Whether you sell through dealers, distributors, OEMs, retailers or service partners — onboard each type the way your business actually works.
Authorized dealers selling and serving in defined territories.
Multi-territory distributors managing dealer & retailer networks.
Regional super stockists holding inventory for distributors.
Last-mile retail outlets selling directly to end customers.
OEMs integrating your products into their own equipment.
Authorized resellers, traders and value-added partners.
Installation, AMC and field service delivery partners.
Long-term JV, alliance, project & technology partners.
Most Manufacturers Lose Weeks Onboarding Every Partner
Disconnected forms, missing documents, unclear territories and stalled approvals quietly slow down channel expansion.
Applications move via email, WhatsApp, spreadsheets — taking weeks.
GST, PAN, bank, agreements and licenses scattered across teams.
Different territories follow different evaluation rules.
New partners often overlap with existing dealers and distributors.
Document validation and blacklist checks are manual or skipped.
Management can't see pipeline of pending partners or stuck approvals.
A Single Onboarding Journey from Inquiry to Activation
Every partner — dealer, distributor, OEM or service partner — moves through one standardized, fully tracked workflow.
Recruit Partners From Every Channel You Already Use
Capture partner interest from website, WhatsApp, exhibitions, IndiaMART, field sales and referrals — every lead lands inside Salesforce.
Capture Every Detail You Need — in One Digital Form
Structured partner application with business, legal, financial, territory and capability information plus all KYC documents.
Standardize Partner Qualification Across Every Region
Score every applicant against consistent criteria — so the right partners get prioritized and the wrong ones never enter your channel.
Verify Every Partner Before You Sign Them On
Built-in KYC, financial and field verification — protect your brand and your channel from risk.
Live validation against GST portal.
Identity & business PAN check.
Penny-drop or cancelled cheque validation.
Internal & external negative list screening.
CIBIL / commercial credit risk assessment.
Field visit, geo-tag and photo capture.
Prevent Channel Conflicts Before They Happen
Validate every new partner against existing coverage — eliminate overlaps, enforce exclusivity and prioritize white-space recruitment.
Multi-Level Approvals — Sales, Finance, Compliance, Management
Generate, Sign & Store Every Partner Agreement Digitally
No more printed agreements lost in cabinets — every partner contract is generated, signed and stored against the partner record.
Go-Live: From Approved Partner to Active Channel in Minutes
Account, portal access, catalog, pricing, territory and opening order — provisioned automatically the moment a partner is approved.
Different Partner Types, Different Onboarding Journeys
Each partner type gets its own application template, qualification rules, document checklist and approval matrix — no code required.
Territory-based dealer with sales targets, schemes and credit limits.
Multi-territory distributor with sub-dealer network and primary sales.
Regional inventory holder bridging factory and distributors.
Last-mile outlet onboarded via distributor or direct programs.
OEM partner with technical specs, integration, NDAs and volume contracts.
Authorized reseller with margin structure and territory rights.
Service franchise with engineer roster, SLAs and AMC capability.
JV / alliance partner with custom commercial framework.
Every Partner. Every Document. Every Approval. One View.
A unified partner profile across legal, financial, territorial and commercial dimensions — visible to sales, finance and compliance.
Real-Time Visibility Into Your Entire Onboarding Pipeline
- Applications
- In Verification
- In Approval
- Activated
- Dealers
- Distributors
- OEMs
- Service Partners
- Covered Pin Codes
- White Spaces
- Overlaps
- Avg Days to Activate
- Bottleneck Stage
- SLA Breaches
- KYC Complete
- Expired Documents
- Blacklist Hits
- Source-wise Applications
- Conversion %
- Cost / Partner
AI That Accelerates Channel Expansion
Spot stalled applications, white-space territories and high-potential partners before your competitors do.
- 🚨 Application stuck in verification > 5 days
- 📍 High-potential pin code has zero partner coverage
- ⚠ Partner GSTIN status changed to inactive
- 🤝 Strong-fit OEM partner identified in your category
- 📅 Partner agreement renewal due in 30 days
What Manufacturers Achieve With Manufacturing One
Frequently asked questions
Which types of channel partners can be onboarded in Manufacturing One?+
Dealers, distributors, super stockists, retailers, OEMs, resellers, service partners and strategic / alliance partners — each with its own application form, qualification rules, document checklist and approval workflow.
How can manufacturers recruit new partners digitally?+
Share digital partner application links through website, WhatsApp, email campaigns, QR codes at exhibitions, IndiaMART, field sales and referral programs. Every application lands inside Salesforce as a tracked record.
What documents are collected during channel partner onboarding?+
GST, PAN, CIN/LLPIN, bank proof, registration certificate, MSME/Udyam, trade and statutory licenses, ISO certificates, signed agreement and NDA — all uploaded against the partner record with version history.
Can partner KYC and verification be automated?+
Yes — GSTIN, PAN and bank account verification, blacklist / negative-list screening, credit bureau checks and field address verification can be configured as part of the onboarding workflow.
How is territory validation handled during onboarding?+
Pin codes and districts are mapped, overlaps with existing dealers and distributors are flagged, white-space gaps are highlighted and exclusivity rules are enforced before approval.
Can approvals follow multi-level workflows?+
Yes. Sales review, territory validation, finance verification, compliance/legal and management approval can run sequentially or in parallel, with comments, rejection reasons, re-submission, SLA escalation and complete audit trail.
Can dealership / partnership agreements be generated and e-signed?+
Yes. Auto-generated agreement PDFs with territory and product annexures, commercial terms, targets and incentives — signed via Aadhaar e-sign or DocuSign and stored against the partner record.
What happens after a partner is approved?+
The partner account is created with portal access, login credentials, catalog, pricing tier, schemes, territory and sales team mapping — and an opening stock order can be triggered as part of activation.
Can OEM and service partners follow different onboarding journeys?+
Yes. Each partner type has its own application template, qualification criteria, document checklist, approval matrix and activation steps — all configurable without code.
Can management track onboarding performance across regions?+
Yes. Dashboards cover the onboarding funnel, partner mix, territory coverage, onboarding TAT, compliance health and recruitment source ROI — with AI alerts on stalled applications and white-space territories.
Ready to Build a 360° Manufacturing Business View on Salesforce?
Manufacturing One connects sales, service, dealers, distributors, finance, field teams, assets, tenders, and AI operations in one platform.