Automate Partner Funds & Incentives Management
Efficiently manage partner incentives and funds utilization for better ROI and higher co-sell revenue with Co-Invest from WorkSpan.

Difficulty in managing and optimizing incentive programs, workflows, integrating data sources and reporting program performance to stakeholders.
Multiple and Disjointed Tools
Difficulty in tracking and reconciling transactions, as well as inefficient use of time and resources.
Manual and Repetitive Processes
Manual workflows, high cycle times, and lots of resources are needed to manage a large volume of funds.
Inaccuracies in Measuring Performance
Manual data entry and multiple data sources leads to inaccurate data, lack of trust, and potential audit and financial risk.
Achieve True Alignment to Drive Revenue Growth
With WorkSpan, we’ve increased program funds by 22% and campaigns managed by 62% with no increase in headcount.
Joan Richards
Director Global Alliances and Partner Marketing, Redhat

Get The Best, Most Creative Campaigns From Your Partners
Manage Partner Funds Across Your Full Customer Lifecycle


Fix Your Ailing Claims Process
Minimize the Distance Between MDF Spend and Return

Partner Funds Management on WorkSpan
Source and Manage Proposals
Invite partners, create and manage shared funds plans, and review proposed activities together
Execute Funded Activities
Once activities are approved, track execution with your partners.
Automate End-to-End Claims Management
Once activity is complete, the partner submits a claims package for review and advance through the claims process.
Collaborate with Key Partners
Keep activities and claims moving forward with workflows, tasks, and notifications.
Report Across All Funds and Partners
Measure, manage, and report across solutions, activities, partners, and regions with on-demand reporting.