WorkSpan Capabilities

Universal Adapter

Sharing opportunities across partner CRM systems is critical for co-sell success, yet most companies struggle with manual data entry, inconsistent opportunity tracking, and lack of real-time visibility—leading to missed deals, revenue leakage, and frustrated partner relationships. 

WorkSpan’s Universal Adapter solves this by automatically syncing opportunities between CRM systems. Both partners gain real-time access to the same deal data, status updates, and next steps without leaving their native CRM environments or changing their sale process.

This adapter eliminates double entries and creates a single source of truth for partner revenue.

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Supported CRMs: 

Microsoft Dynamics 365 logo with an angular, stylized icon and text.

Pre-configured Integrations: 

AWS
Microsoft
Google Cloud

WorkSpan Connects your CRM on your terms

WorkSpan quickly maps your opportunity, quote, lead, referral, etc CRM objects into synced records in your partner systems
Get up & running quickly
Native cloud, CRM & marketplace connectors
Control which partners see what
Enterprise record, field & partner data access
Accelerate partner throughput
AI field mapping & object matching
Diminish TCO of partner integration
Calculated fields and custom dimensions for partner objects

Universal Adapter

Skip IT making changes to your opportunity object. Pull cloud referral values from across your CRM.
WorkSpan’s virtual data model is like AI powered superglue, extending your existing data and sales model to support referral and offer creation across your partner systems. Minimizing data dependencies and IT delays gets your co-selling partnerships running faster and keeps it running smoother.
Create live formulas, dynamic values, and selective update logic for cloud referrals & offers.
Every partner has different fields and datatypes and their own definition of sales stages. WorkSpan’s data & process abstraction layer lets you map your co-selling process onto your existing CRM objects and sales process without having to change it for each partner you want to co-sell with.

Automated Triggers & Workflows

Translate your Partner Strategy Into Integrated Flows In your CRM
Automating workflows and integrating processes enhance efficiency, reduce errors, and improve coordination. This leads to better resource utilization, quicker response times, and stronger alignment on goals, ultimately strengthening the partnership and delivering greater value.

Day to day, automation and integration simplify management, reduce administrative tasks, and provide real-time insights. This allows partner managers to focus on strategic initiatives, quickly address issues, and enhance communication.

The secret to building a successful partnership is spending your time on the most Important tasks.

Always in Sync

High throughput, API-based Integrations trusted by the world’s most valuable cloud partners.
With 1,000,000 co-selling opportunities synced, you can always rely on WorkSpan Co-sell Automation to manage your referral and private offer volume quickly and accurately. Real-time alerts, escalations, and powerful triage flows mean you can count on your cloud infrastructure even on the last day of the quarter.
Diagram showing CRM opportunity, Workspan referral object, partner opportunity, and continuous sync interaction.

Considering Building vs Buying?

Here are some things to consider:

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DIY Partner CRM Connector
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Hyperscaler Edition
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Embedded Workflows
Allows private offer, referral, and resale authorizations from SFDC. No bulk management, no role-based workflows.
Role-specific management of PO & AO referrals.
Draft POs, collaboration tools, bulk referral management.
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Data Model & Referral Triggers
Creates an inflexible linkage between your CRM opportunities and ACE opportunities.
CRM opp must have all ACE fields.
No triggered workflows.
Virtual data model and triggered, custom workflows.
Aggregate & calculate ACE field values on the fly.
Translate sales stage updates into ACE automatically.
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Data Privacy & Compliance
No field level control data sharing or directionality. All opp updates synced with cloud & CRM - values overwritten.
Infosec & legal reviews for your CRM connection.
Granular, conditional field sharing and syncing.
WorkSpan is SOC2 / GDPR compliant & reviewable by your infosec &legal process.
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Program Support & TCO
No implementation. technical support, or exception handling - typically - 30% of opps need correction.
Maintenance & connector updates fall on your IT team.
Hands-on implementation support, guidance, and best practices for companies from project kickoff to go-live and afterward

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."

Mary Alice Heston
Global Vice President of Alliances

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Customer Stories

Resources

Your go-to hub for valuable guides and information to help you succeed.

Cover page titled Executing Partner-Led Growth 2025, with three people and colorful sticky notes on glass.

Executing for Partner-Led Growth in 2025

This ebook provides recommendations for implementing Partner Revenue Flows that drive measurable, repeatable partner-led growth in 2025.
Download  Now
Two women discuss and mark a graph on a whiteboard about partner-led growth planning for 2025 edition.

Planning Partner-Led Growth2025 Edition

This e-book outlines how to leverage the power of partnerships to execute against your planning strategy and achieve your partner revenue growth goals in 2025.
View Now
Cloud Sales Revenue Planning Worksheet showing revenue targets, referral goals, and a related performance graph.

Cloud Sales Revenue Impact

This guided model illustrates how partnering with AWS and adding a co-selling motion can impact your 2 year pipeline and revenue plan.
Create Your Copy