Universal Adapter
Sharing opportunities across partner CRM systems is critical for co-sell success, yet most companies struggle with manual data entry, inconsistent opportunity tracking, and lack of real-time visibility—leading to missed deals, revenue leakage, and frustrated partner relationships.
WorkSpan’s Universal Adapters solves this by automatically syncing opportunities between CRM systems. Both partners gain real-time access to the same deal data, status updates, and next steps without leaving their native CRM environments or changing their sale process.
This adapter eliminates double entries and creates a single source of truth for partner revenue.
Integrations:
WorkSpan Connects your CRM on your terms
- Get up & running quickly
Native cloud, CRM & marketplace connectors - Control which partners see what
Enterprise record, field & partner data access - Accelerate partner throughput
AI field mapping & object matching - Diminish TCO of partner integration
Calculated fields and custom dimensions for partner objects
Universal Adaptor
Pull cloud referral values from across your CRM.
Day to day, automation and integration simplify management, reduce administrative tasks, and provide real-time insights. This allows partner managers to focus on strategic initiatives, quickly address issues, and enhance communication.
Considering Building vs Buying?
Here are some things to consider:
| |  DIY Partner CRM Connector |  Hyperscaler Edition |
|---|---|---|
| Embedded Workflows  |  Allows private offer, referral, and resale authorizations from SFDC. No bulk management, no role-based workflows. |  Role-specific management of PO & AO referrals. Draft POs, collaboration tools, bulk referral management. |
| Data Model & Referral Triggers  | Creates an inflexible linkage between your CRM opportunities and ACE opportunities. CRM opp must have all ACE fields. No triggered workflows. | Virtual data model and triggered, custom workflows. Aggregate & calculate ACE field values on the fly. Translate sales stage updates into ACE automatically. |
| Data Privacy & Compliance  |  No field level control data sharing or directionality. All opp updates synced with cloud & CRM - values overwritten.Infosec & legal reviews for your CRM connection. | Granular, conditional field sharing and syncing. WorkSpan is SIC2 / GDPR compliant & reviewable by your infosec &legal process. |
| Program Support & TCO  | No implementation. technical support, or exception handling - typically - 30% of opps need correction. Maintenance & connector updates fall on your IT team. | Hands-on implementation support, guidance, and best practices for companies from project kickoff to go-live and afterward |
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.
