Partnering Strategy
1 min read

3 Easy Steps to Operationalizing Joint Selling

Vishal Kalia
A woman smiling at the camera while colleagues behind her review charts on a tablet

Joint sales plan management and joint pipeline review is still done the old way—with siloed spreadsheets. As an ecosystem professional, you rely on sales tools to do alliance work. You can operationalize a joint selling process and establish a clear, step-by-step process.

1. Nominate

Increase your win rates by managing the joint sales pipeline. Nominate, qualify, engage, & track all your accounts together and jointly set goals & review revenue forecasts in your shared system.

2. Track

Accelerate your deal velocity, size, & win rates on joint pipeline. Track your partners’ contributions & activate a scalable framework of success for your teams, your partners, & their partners.

3. Prove

Show real-time pipeline & deal status with roll-ups by partner or joint solution. You can even highlight partner contributions on a single dashboard—with reports to showcase their contribution to company revenue.

About

Vishal is the Director of Content Marketing & Social Media and leads our Alliance Aces Community. He has been in marketing for 14+ years and writes about ecosystem cloud, alliance strategies, and digital transformation.

Partnering Strategy
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