Partner Ops AI Teammate
Improve partner operations and overcome resource constraints with our Partner Ops AI Teammate—a suite of intelligent tools trained on your specific partner ecosystem and embedded directly into your CRM.
This AI-powered agent enhances productivity and empowers your partner managers and sales reps to focus on what truly matters: driving revenue growth and fostering strategic relationships.
Integrations:
Grow Faster, Do More
with an AI Teammate
Our AI Teammate is the only partnering agent on the market with contextual understanding of your ecosystem, embedded directly into your CRM. It’s equipped with advanced features like:
and AI validation
or duplicates, then merge
and partner field teams
AI-Powered Strategic Account Mapping
Our AI Teammate tackles the most time-consuming challenges of partner management by Account Matching across organizations by name, semantic profile, and AI validation, and maintaining data synchronization when businesses merge, split, or evolve.
Automatically consolidating joint opportunities, referrals, and product usage data across CRMs creates a single source of truth for tracking joint GTM initiatives, and surfacing actionable insights on highest-value opportunities across your partner ecosystem.
And by leveraging Rep Connect, our AI Teammate can accelerate deal progression by scheduling meetings between your sellers and partner teams to maintain alignment, receive timely updates, and ensure consistent engagement and follow-through.
AI-Accelerated Outbound Referrals
Our AI Teammate simplifies the entire partner referral process by automatically formatting submissions to meet each hyperscaler's specific requirements, as well as coordinating meetings between your sales teams and partner field teams.
Increase referral quality and partner engagement by validating opportunities against established rules before submission, eliminating manual review processes and reducing back-and-forth communications.
This automated approach has proven to increase partner field engagement, boost partner-assisted win rates, and grow deal sizes across AWS, Google Cloud, and Microsoft partner programs.
AI-Accelerated Inbound Referrals
Our AI Teammate helps partner managers immediately identify and engage high-value opportunities by automatically processing and routing inbound cloud partner referrals at scale.
Beyond Account Matching incoming opportunities, our AI Teammate leverages Pipeline Assist to determine whether opportunities are net-new, de-dupes, or merges, then automatically connects the right sales teams through Rep Connect to ensure swift follow-up on qualified leads.
With built-in referral reporting and account matching validation, our AI Teammate eliminates manual review processes, reduces response times, and ensures no qualified referral falls through the cracks - all while maintaining clean, actionable data across your partner ecosystem.
AI Teammate
WorkSpan Co-Sell Automation closes the partner execution gap.
"WorkSpan's integration has been a game changer.
Automate as much as you can so you can free up your people to make the human connection, because that's where you're going to move the needle."
"Today, we have over 1000 sales plans on WorkSpan with our partners. We have 200,000 opportunities. We’re really leveraging WorkSpan to make sure that there’s a common understanding of where we’re at and where we’re going."
“We are number two in ISV pipeline globally with AWS - WorkSpan was critical to make that happen.”
“Executing manually would have taken us 18 months or more. We achieved it in less than 3-6 months with WorkSpan”
"Implementing WorkSpan did allow us to scale as well as expand into new regions, up 60 to 70% increase in acceptance rates of co-sell referrals, 80% reduction in time per opportunity entered and 15 times more referrals per month uploaded via the WorkSpan app to Microsoft Partner Center"
Resources
Your go-to hub for valuable guides and information to help you succeed.
Executing for Partner-Led Growth in 2025
This ebook provides recommendations for implementing Partner Revenue Flows that drive measurable, repeatable partner-led growth in 2025.
