Co-Sell Automation
for Partner Sales
Streamline your partner referral management process with a secure, bi-directional connection between your CRM and your partners' sales systems. By automating referral creation, approval workflows, and opportunity updates, your team can scale partner sales programs while maintaining security and control and focus on closing deals rather than managing manual processes.
Customize Your Co-Sell Automation for Any Partnership
On average, companies who co-sell experience 27% higher win rates, 40% faster deal cycles, and 80% richer deal sizes. These collaborative relationships require complex, specific, and often manual, management to ensure high value referrals are shared, updated, and tracked.
By leveraging AI and customizable triggers and workflows, partner managers can automate the manual tasks of sharing, updating, and reporting on referrals, and instead focus their time on building relationships. But every partner is unique, and co-sell integration tools are only as useful as they are configurable – to yours and your partner’s CRMs and GTM strategies.
Book a demo today to learn how WorkSpan can connect your systems, workflows, and sales teams with your partners to create repeatable, scalable, measurable revenue processes
Features:
Direct CRM Integration - One-time CRM integration, secure authorization & identity management, and precise object, field, role-based security.
Universal Partner Adapter - ensures opportunity updates flow seamlessly in real time between your CRM and partner systems regardless of different field names or sales stages.
Custom Triggers and Workflows - trigger referral creation, co-sell by attributes (region, product, deal size), and implement custom approval policies.
Ideal for:
Independent Software Vendors (ISVs) looking to scale co-sell programs with AWS, Azure, and GCP while automating referral management
Strategic Technology Partners seeking to streamline joint GTM motions and opportunity sharing with cloud providers
Platform Companies and Enterprise SaaS providers who want to accelerate cloud provider co-sell revenue through automated workflows
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"
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