Co-Sell with Microsoft
Automate and simplify co-selling with Microsoft. Increase referral volume, accelerate deal cycles, and scale your co-sell business with speed.
Trusted by Hyperscalers
Missed revenue opportunities caused by manual process, weak collaboration, stale data, and errors
Lost Revenue
Difficulty in keeping your CRM and Microsoft Partner Center updated with a large volume of referrals and opportunities leading to lost revenue.
Insufficient Collaboration
Disjointed tools like spreadsheets and emails- delay updates and create missed opportunities to build joint pipeline.
Data Errors & Discrepancies
Mismatched data between Microsoft Partner Center and your CRM can lead to lack of insights and more friction in partnerships.
Co-Selling with Microsoft is better with WorkSpan
Turnkey Solution for Co-Selling with Microsoft
Bi-directionally share referrals and opportunities with Microsoft Partner Center from inside your CRM. Automate deal updates, opportunity value, sales stage mapping, autofills, and validations.
Securely Track Co-Sell Opportunities and Progress
Deeper collaboration on joint opportunities with visibility and access to pipeline updates, required actions and deal alerts.
Measure with Real-Time Data and Automated Reports
A single place to get complete visibility into your co-sell opportunities by sales stage, region, or other filters. You can also track co-sell opportunity pipeline, wins, partner-sourced revenues, and other key metrics.
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Track Performance and Enable Data-Driven Actions
Get clear performance insights in real-time with auto-generated reports. visualize your co-sell performance with intuitive charts - actuals vs. goals, pipeline metrics, partner-sourced revenues, performance by region, and more.
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Automation to Simplify Workflows & Drive Business Benefits
MS Partner Center Referral Creation
Auto-create and submit referrals based on CRM opportunity triggers.
CRM-Partner Center Updates
Auto-update Partner Center (stage, close date, etc.) based on CRM opportunity updates.
Referral to Opp Conversion
Streamline conversion of MS-originated referrals to CRM opportunities.
KPI Report Generation
Access real-time KPI reports and a live dashboard on co-sell performance.
Marketing Attribution
Tag Partner Center opportunities with marketing campaign codes and attribution.
Get valuable practical insights and success strategies on how to partner with cloud providers.
Create a Joint Partner Plan
Efficiently plan and execute co-sell motions with Microsoft through a shared view of joint planning at the global, regional, and account level. Rich collaboration features enable planning, accelerate execution with activity updates, task assignments, and automated workflows.
Bi-Directionally Share Referrals without Manual Data Entry
Auto-import and submit opportunities to Microsoft Partner Center from inside your CRM with just a few clicks. Ensure timely, error-free referral submissions with opportunity value and sales stage mapping, referral form autofill, and validations.
Automated Sync Between Your CRM and Microsoft Partner Center
Keep your opportunity data synced between your CRM and Microsoft Partner Center with automated sharing of deal updates and insights with Microsoft and improve your co-sell execution.
Real-time Reporting on Co-Sell Performance
Get clear sales performance insights in real-time with auto-generated reports. Visualize your Microsoft co-sell performance with intuitive charts - actuals vs. goals, partner-sourced revenue, performance by region, and more.
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Meet Our Customers
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