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WorkSpan Capabilities

Co-Sell Automation

Build first-class partner revenue processes that connect your systems, workflows, and sales team with your partners.

Connect your CRM to WorkSpan once and you can create virtual sales and data models that create repeatable, scalable, and measurable revenue processes with each of your participating co-sell partners.

Automate Your Partnership Success

Catch Every Co-Sell Opportunity. Automatically!

Stay ahead of the curve with automated triggers that initiate actions based on predefined conditions. From lead generation to deal closures, Co-Sell Automation ensures timely responses and maximizes collaboration between partners.

Say Goodbye to Manual Data Entry

Eliminate tedious tasks and human error by automating data entry processes. With Co-Sell Automation, sync your CRM with your partners, saving time, bringing scalability  and ensuring data accuracy every time.

Sales Collaboration with Partners Made Easy

With Co-Sell Automation, translate updates seamlessly across systems, ensuring alignment and maximizing the effectiveness of your partnership initiatives.

Watch How Leaders Automate Partnerships

“Automate for Scale”

Brett Fountain, Head of AWS Alliance at Deepwatch realized the true value of bringing scalability into partnership.
Brett Fountain
Head of AWS Alliances, Deepwatch

“Automation is the Key”

Riya Shanmugam, Group Vice President, Global Alliances and Channels at New Relic shares why Automation is key when you are working with not just one partner, but hundreds of partners at one time.
Riya Shanmugam
Group Vice President, Global Alliances and Channels, New Relic

What is Co-Sell Automation?

Automate the routine tasks of sending/receiving referrals to/from your partners, managing the approval processes, propagating updates to/from your partners, and managing your joint pipeline with each partner securely.

Your Business
CRM
Opportunity Management
Data & Sales Process
Co-Selling works.

Your strongest partnerships have a compelling better-together solution and a joint strategy to go to market.

When the sales teams align, you deliver larger deals, higher win rates, and you shorten deal cycles.

CRM
Opportunity Management
Data & Sales Process
Your Partner
Your Business
CRM
Opportunity Management
Data & Sales Process
But it’s hard to scale.

But scaling a coordinated sales motion across  is much harder.

Spotty adoption, manual processes and offline data prevent partner programs from making the measurable impact they could.

Your partner execution gap is a revenue gap.

CRM
Opportunity Management
Data & Sales Process
Your Partner
Your Business
CRM
Opportunity Management
Revenue Impact
What would it take?
Always In-Sync
Triggers & Workflows
Universal Adaptor
Close the execution gap with
Co-Sell Automation

But what if co-selling with partners was a repeatable, measurable, and scalable motion for your GTM?

If you could design a shared process that magically spanned existing systems and sales motions, what would it look like?

CRM
Opportunity Management
Revenue Impact
Your Partner
Your Business
CRM
Opportunity Management
Data & Sales Process
Teams always in sync.

Sync co-sell opportunities with your partner once and they stay in sync across your CRMs all the way to close.

Always In-Sync
Triggers & Workflows
Universal Adaptor

Unlike deal reg portals, co-sell automation scales execution of a shared sales process. Role, object, and field-level security let you share only what you want & when you want, with each co-selling partner.

CRM
Opportunity Management
Data & Sales Process
Your Partner
Your Business
CRM
Opportunity Management
Data & Sales Process
Automated Triggers & Workflows.
Always In-Sync
Triggers & Workflows
Universal Adaptor

Define partner revenue processes that live directly in your native sales workflows.

Whatever your strategy for sending or receiving partner referrals, sharing opportunity updates, or transacting on cloud marketplaces, WorkSpan auto-scales your partner programs.

Whatever your strategy for sending or receiving partner referrals, sharing opportunity updates, or transacting on cloud marketplaces, WorkSpan auto-scales your partner programs.

CRM
Opportunity Management
Data & Sales Process
Your Partner
Your Business
CRM
Opportunity Management
Data & Sales Process
Always In-Sync
Triggers & Workflows
Universal Adaptor
Universal Process Adaptor.

Sync your co-sell opportunities with your partners without changing your sales process or CRM objects,

WorkSpan's virtual sales & data model aggregates fields from related objects, normalizes structured data to match your partners, and translates sales stage movements,

CRM
Opportunity Management
Data & Sales Process
Your Partner
Your Business
CRM
Opportunity Management
Data & Sales Process
Always In-Sync
Triggers & Workflows
Universal Adaptor
Co-Sell Automation
CRM
Opportunity Management
Data & Sales Process
Your Partner

Triggers and Workflows

Ensure seamless collaboration with clear operational policies, defining ideal co-sell referral standards, transparent performance tracking, and measures for partnership success. Clarify ownership, lead-sharing timelines, and collaboration strategies with ecosystem partners.

Always in Sync

Benefit from one-time CRM integration, secure authorization & identity management, and precise object, field, and role-based security. Elevate efficiency, enhance security, and accelerate growth in your co-sell partnerships.

Universal Process Adaptor

Seamlessly integrate virtual data models and sales processes, effortlessly translate updates to your specific fields and stages, and enjoy bidirectional, real-time opportunity synchronization.

Continuous synchronization between partner systems.

Targeted referral generation.

Standardized framework for translating data models.

Eliminates data discrepancies.

Flexibility and alignment with organizational goals.

Consistency and compatibility between partner platforms.

Accurate and up-to-date information. Always!

Streamlined approval flows.

Bi-directional, real-time opportunity sync.

Witness Successful Partnerships in Action. Powered by WorkSpan.

Start Today!

Talk to our Sales Specialist

Get the best advice on how to design, digitize, automate, manage and scale your co-sell partnership using the power of WorkSpan. Get started today!

Ready to get started
with WorkSpan?

With a fast time to value, full control of your Cloud Marketplace listings, and the only enterprise-grade co-sell automation engine on the market, WorkSpan Hyperscaler Edition helps launch and scale the world’s most valuable cloud partnerships.