Partnership Planning & Reporting
Run GSI partnerships with operational excellence.
You're coordinating teams you don't control and reconstructing what happened months ago.
WorkSpan brings operational discipline to complex GSI partnerships—unified execution, lifecycle attribution, and AI that tracks every commitment so you walk into every meeting prepared.
WorkSpan brings operational discipline to complex GSI partnerships—unified execution, lifecycle attribution, and AI that tracks every commitment so you walk into every meeting prepared.
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Show up as the strategic partner your GSI will prioritize.
Your sales team, solutions architects, and executives show up in sync on every deal—aligned message, flawless follow-through, and professional execution across every touchpoint. That's how you earn and keep GSI mindshare.
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Seller Briefing
Your field teams get briefed before customer meetings—automatically. Solution positioning, roles, key messages, and what not to say. No seller goes into a meeting unprepared or contradicts your partnership narrative.
"Acme Corp meeting at 2pm - Joint solution with [GSI Partner]"
"Acme Corp meeting at 2pm - Joint solution with [GSI Partner]"
Solution positioning included
Roles defined (who leads what)
One-click to accept or request support
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Action Item Tracking
Commitments from status calls tracked automatically. Your team hits deadlines without constant chasing. GSI partner sees flawless follow-through, not excuses.
Green: Completed on time
Yellow: Due this week
Red: Overdue - escalate now
Filter: "Partner-facing commitments only"
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Joint Account Planning
Coordinate which accounts each side pursues. No surprise partner appearances. Both teams aligned on strategy before customer engagement.
Your team's accounts (left)
GSI partner's accounts (right)
Overlap highlighted: "Both pursuing"
Status: Nominated, aligned, active
Because GSI partners have 100 vendor relationships. You need to be the one they prioritize.
Strategic deals are complex. Prove impact from close through adoption.
Capture partner influence across $10M deals that take years to close—and the customer adoption they drive after. When CFO questions your GSI partnership budget, you show the timeline: 18 months of touchpoints that closed the deal, plus the $2M annual consumption the GSI's implementation is driving. That's attribution with receipts.
Partner Activity Feed
Capture every partner touchpoint across the entire customer lifecycle—not just deal close.
Pre-Sale (18 months):
Jan 15: GSI partner introduced CIO
Mar 22: Joint workshop - 6 attendees
Jun 8: Technical validation provided
Sep 30: Executive sponsor engaged CFO
Dec 18: Deal closed - $12M
Post-Sale (ongoing):
Month 1: Implementation kickoff - GSI delivery team assigned
Month 3: 50% user adoption milestone reached
Month 6: Full deployment complete - $2M annual consumption run rate
Month 12: Expansion opportunity identified by GSI
Build your evidence trail in real-time—from first touch to recurring revenue.
Attribution Dashboard
Assign attribution percentage for deal close AND track consumption impact from GSI implementations.
Acme Corp - $12M Initial + $2M Annual Consumption
Deal Attribution: 40% partner influence (12 logged touchpoints)
Revenue attribution: $4.8M credited to partner for deal close
Consumption Attribution: GSI implementation driving $2M/year recurring
Partner compensation: 5% of consumption (aligned incentive)
Dec 18: Deal closed - $12M
Show CFO: This GSI partnership closed the deal AND drives ongoing customer value.
Consumption Milestone Tracking
Track customer adoption milestones and automate partner compensation based on consumption they drive.
Acme Corp Implementation Progress:
Month 1: Deployment complete → GSI earns 5% of first-year consumption
Month 3: 50% user adoption → Additional 3% tier unlocked
Month 6: Target 100% adoption → Ongoing 2% consumption revenue share
Consumption trending: $2M annual run rate
Why this matters:
GSI partners who drive customer adoption earn more. Aligned incentives = better implementations = higher consumption.
Executive Reports
Prove partnership impact to leadership with trackable metrics across deal close AND consumption.
Q4 GSI Partnership Impact:
Pipeline Influence: $45M influenced by GSI partners
Deals Closed: 28 deals with partner involvement
Win Rate Lift: 62% (partner involved) vs 41% (no partner)
Consumption Impact: $8M annual recurring driven by GSI implementations
Adoption Rate: Partner-led implementations show 30% higher customer adoption
Export to PDF for executive reviews.
Because in consumption-based businesses, GSI partners who drive adoption drive your recurring revenue.
AI tracks every commitment, surfaces every update, keeps pipeline current.
You walk into every meeting—with field teams or GSI partners—knowing exactly where every deal stands. No scrambling. No surprises. Complete command of your GSI operation.
Always-Current Pipeline & Commitments
Pipeline stays current without Friday scrambles before Monday meetings. See deal status AND commitment accountability in one view.
Pipeline:
Deal name, stage, value, partner involved
"Last updated: 2 hours ago" (AI auto-synced)
Next action required (surfaced automatically)
Risk indicators (deal stuck 45+ days)
Commitment Tracking (Your Team):
8 commitments completed this week
2 due this week (yellow)
1 overdue (red - escalate)
Commitment Tracking (Partner Team):
6 commitments completed
1 overdue: "CIO intro at Acme - due 3 days ago"
Hold both sides accountable. Surface what's at risk before it damages relationships.
Auto-Generated Meeting Briefs
Run 30-minute meetings that used to take 90. AI prepares the brief—you focus on decisions.
Status call with [GSI Partner] - Monday 10am
Since last meeting (2 weeks ago):
3 deals advanced to next stage
2 new opportunities nominated
1 action item outstanding
Decisions needed:
Approve account nomination for Acme Corp
Review joint solution pricing
Risk Surfacing
AI catches problems before they become partner relationship issues.
Status call with [GSI Partner] - Monday 10am
Since last meeting (2 weeks ago):
Acme Corp deal: No partner activity in 30 days - risk to attribution
Field rep missed commitment deadline - GSI partner expecting update
All commitments current for this week's status call
Because the partner manager who looks most prepared wins.
Grow faster with Seller Activation.
Win more deals with cloud marketplace insights, account introductions, and co-sell assistance. WorkSpan AI, trained on your partnership data, guides your sales team at the right time—embedding best practices directly into your process.
Grow faster with Seller Activation.
One dashboard for GSI partnerships across all three clouds. Joint solutions listed, co-sell opportunities tracked, partner activities captured, consumption metrics monitored—unified view regardless of which cloud the partnership involves.
Enterprise-Grade Partnership Operations
Handle Complex Partnership Structures
Multi-region GSI operations across clouds. Co-innovation and joint solution management. OEM and co-sell models supported. Service bundling with cloud marketplace listings.
Automate Consumption-Based Incentives
Design tiered reward structures that align partner compensation with customer adoption milestones and usage metrics. Track consumption in real-time, calculate partner rewards automatically, and prove which GSI partners drive the highest customer adoption rates.
Map Data Once, Sync Continuously
Design tiered reward structures that align partner compensation with customer adoption milestones and usage metrics. Track consumption in real-time, calcYour CRM has 400 fields. Partner systems have 250 different fields. WorkSpan maps them automatically—intelligent account matching, duplicate prevention, continuous sync.ulate partner rewards automatically, and prove which GSI partners drive the highest customer adoption rates.
Set Policies Once, AI Runs Them
Region-specific routing. Deal size thresholds. Partner engagement criteria. Consumption milestone triggers. You build the workflow once. AI executes it continuously across your GSI operation.
Ready to Transform Partnership Planning?
See how WorkSpan's planning and reporting capabilities work in your partnership ecosystem.
