Co-Sell From Inside Salesforce

This solution brief covers co-selling with AWS and Microsoft and the manual work it often involves, from entering referral data to keeping pipeline visibility up to date.

It describes WorkSpan's Salesforce application, which integrates with AWS ACE or Microsoft Partner Center and your Salesforce CRM so teams can share and accept referrals without leaving Salesforce.

• Submit Salesforce opportunities to AWS ACE or Microsoft Partner Center and accept inbound referrals
• Sales stage mapping, referral form autofill and validation
• Opportunity linking to avoid duplicate records
• Pipeline and performance tracking with KPI reports
• Configurable data sharing, access and security policies