Partners enrolled in the AgentExchange Partner Program can now turn on the Request Private Offer button on their AgentExchange listing. By selecting the button, customers can initiate a private offer conversation without leaving the marketplace. Providing a direct path for these requests increases lead generation and shortens the sales cycle.
Where: This change is available in the AgentExchange Partner Console.
Who: This feature is available to partners with an active Partner Application Distribution Agreement with Salesforce that incorporates the AgentExchange Go-To-Market App Terms. Execute or update your existing distribution agreement at Partner Agreements.
Why: Previously, customers interested in a private offer had no direct way to request a private offer from a listing page. Now, customers can submit a request form directly from a partner's listing, saving time and shortening the sales cycle.
How: To accept private offer request leads, partners can turn on Request a private offer in the Lead-Generating Activities section of their AgentExchange listing. A Request Private Offer button appears on their listing detail page, and private offer leads are sent to their Partner Business Org (PBO).
To request a private offer, customers can visit a listing page and click Request Private Offer. On the request form, they can enter their contact information and request details, then select Request Offer.
Partners can respond to US-based private offer requests directly from their PBO, or follow up with the company for non-US private offer requests.