Introducing Stage-Based Filters for Enhanced Table Views

The WorkSpan Co-Sell App is a collaborative platform that facilitates joint selling efforts between partner companies. It allows businesses to work together, manage opportunities, and track the progress of co-selling initiatives. The table view enhancement with stage-based filters is a new feature introduced to enhance data visibility and streamline decision-making for users involved in co-selling processes.

This feature empowers users, such as sales representatives, channel managers, or partner executives, to filter the data in the Table view based on specific stages of the co-selling workflow within the WorkSpan platform. The Table view provides a comprehensive list or summary of opportunities, deals, or projects in a tabular format.

With this enhancement, users can apply filters that correspond to different workflow stages. Each opportunity or deal progresses through various sales stages in the co-selling process, such as lead identification, joint account planning, engaged, converted to opportunity, won, on-hold, discontinued,  and lost. By using the stage-based filters, users can focus on a particular stage of interest and view a subset of data that pertains only to that specific stage.

Let's consider a scenario where Company A and Company B have formed a strategic co-selling partnership. They are jointly pursuing opportunities in the IT services sector to expand their market reach and drive mutual growth. The companies have registered these opportunities on the WorkSpan Co-Sell App to collaborate effectively.

Here's how the stage-based filters feature can be beneficial in this context:

1. Identifying Opportunities in Specific Stages: The co-selling teams from both companies can use the stage-based filters to identify opportunities that have progressed to a critical stage, such as the engaged stage or the converted to opportunity stage. This allows them to prioritize their efforts on the most promising deals and allocate resources accordingly.

2. Monitoring Stage Progression: Sales managers and executives can use the filters to monitor the progression of opportunities through different stages. They can quickly assess whether deals are moving smoothly through the workflow or if any stage requires attention and intervention.

3. Focus on Deal Acceleration: By filtering the Table view to show opportunities in the final stages, the co-selling teams can focus on accelerating the closing of deals that are near completion. This feature helps in streamlining the sales process and meeting revenue targets more effectively.

4. Taking Appropriate Actions: With the subset of data displayed using the stage-based filters, users can take appropriate actions for opportunities in specific stages. For example, they can assign additional resources, provide discounts, or engage in targeted follow-ups to ensure success.

5. Performance Analysis: The filtered view can be used for performance analysis, allowing stakeholders to compare the number of opportunities in each stage over time. This analysis helps in identifying bottlenecks and areas of improvement in the co-selling workflow.

The stage-based filters feature in the WorkSpan Co-Sell App empowers users with a powerful tool to focus on specific stages of the co-selling process. By filtering data based on workflow stages, co-selling teams can prioritize their efforts, track opportunity progress, and take appropriate actions to drive successful outcomes. This feature enhances collaboration, decision-making, and performance analysis within co-selling partnerships, ultimately contributing to the growth and success of the businesses involved.

Discover how WorkSpan’s Ecosystem Business Management solution is powering the top business ecosystems in the technology and communications industry to grow their revenue faster by co-selling with partners. Sign-up for a no-cost demo today.