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Co-Sell with Microsoft
Solution brief on using WorkSpan to automate Microsoft co-selling, with Partner Center integration, CRM sync, shared workflows and performance reporting.
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Overview
This solution brief covers the Microsoft co-sell model and the manual work that makes it hard for partners to scale, such as entering referral data and keeping pipeline visibility current.
It describes WorkSpan's integration with Microsoft Partner Center and your CRM, which lets teams submit CRM opportunities to Partner Center, accept inbound referrals and keep opportunity data synced in both directions.
- Referral sharing with value and sales stage mapping, autofill and validation
- Opportunity merge to avoid CRM duplicates
- Shared data views, workflows and collaboration tools
- Auto-generated reports and charts to share with Microsoft
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