Co-Sell App: Scale Your Revenue Growth with Co-Sell Partners
Efficiently manage co-sell opportunities with partners to scale your co-sell pipeline, revenue and wins.
Trusted by Hyperscalers
Missed revenue opportunities caused by manual process, weak collaboration, stale data, and errors
WorkSpan Provides Best Practice Methodology, Automation & Management to Scale Your Co-Sell Business
Plan Co-Sell Motions
Develop annual partner plans with key initiatives.
Set joint goals & metrics (revenues, wins, pipeline, etc.)
Share plans & metrics in a single place, track progress
Exchange Referrals
Auto-create referrals for all co-sell opps early in the sales cycle.
Send referrals to Partners directly from your CRM.
Accept, decline & track Partner-sourced referrals
Track Performance
Access auto-generated outcome reports, track actual vs. target.
Provide fresh data to Partners for cadence calls, QBRs, funding.
Share performance & sales impact to internal execs & stakeholders.
Collaborate & Update
Auto-update sellers & partner managers on co-sell deals.
Collaborate more effectively on deals with live updates.
Track status of co-sell deals in your CRM throughout the sales cycle.
Digitizes Repeatable Industry-Standard Co-Sell Referral Process
Identified
Identify, keep track of, and review co-selling opportunities while maintaining the privacy of your own and your partners' opportunities.
Referred
Refer, share, and collaborate with your partners by selectively sharing specific fields, setting rules for additional partner involvement, and jointly accepting or declining opportunities.
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Active
Accept opportunity referrals, automatically create CRM opportunities in the receiving party's system, engaging both sides' sellers, and facilitate seamless sharing of seller updates and timely reminders.
Closed
Efficiently track the status and partner attribution of closed or declined opportunities, including win-win, win-loss, loss-win, or loss-loss scenarios, for comprehensive analysis and insights.
Achieve True Alignment to Drive Revenue Growth
“With the WorkSpan application to coordinate selling motions across Cisco and ecosystem partner sellers we can push out even more opportunities because we have those insights right now.”
Josè Van Dijk
VP, Operations and Partner Performance at Cisco
Automation to Simplify Workflows & Drive Business Benefits
Referral Creation & Sharing
Auto-create and submit referrals based on CRM opportunity triggers (e.g., sales stage)
Key Updates on Opportunities
Auto-update referrals based on CRM opportunity updates (e.g., target close date)
Referral to Opp Conversion
Streamline conversion of Partner-originated referrals to CRM opportunities
KPI Report Generation
Access real-time KPI reports and a live dashboard on co-sell performancees
Marketing Attribution
Tag opportunity referrals with marketing campaign codes and attribution
Meet Our Customers
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Co-Sell Value Workshop
Automate Co-Sell Opportunity Management to Drive Revenue with Partners
Bi-Directionally Share Referrals without Manual Data Entry
Auto-create referrals based on triggers (e.g. sales stage, partner field etc.), auto-import and submit opportunities to your CRM or allow your alliance team to review and submit. Ensure timely, error-free referral submissions with opportunity value and sales stage mapping, referral form autofill, and validations.
Track Performance and Enable Data-Driven Actions
Get sales performance insights in real-time with out-of-the-box auto-generated reports to measure ecosystem referrals, ecosystem pipeline and ecosystem revenue. Visualize your co-sell performance with intuitive charts.
A Single Place for Co-Sell Planning & Execution
Plan and execute co-selling through a shared view of your shared pipeline. Rich collaboration features enable planning, accelerate execution with activity updates, task assignments, and automated workflows.
