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Co-Sell

Solution brief on WorkSpan Co-Sell Management, a shared platform for managing co-sell referrals, opportunities and joint account plans with partners.

Co-Sell

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Co-Sell

Overview

This solution brief explains co-selling, where a company and its partners work together to sell offerings to shared customers, and why it is often hard to manage.

It describes the common problems: partner teams relying on spreadsheets, slide decks, emails and partner portals, difficulty forecasting the co-sell business, and the risk of exposing sensitive data to the wrong parties.

The brief outlines WorkSpan Co-Sell Management, which supports co-sell referral and opportunity management and joint account plans, with CRM integrations and control over user access to co-sell data.

Transcript