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.

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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

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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

utilization rate
Increase in fund utilization rate
Fund utilization
cycle times
Reduction in cycle times
Campaigns managed
Increase in campaigns
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Get The Best, Most Creative Campaigns From Your Partners

Clear funds and incentives processes make partner fund requests easy and minimize tedious back and forth. You and your partners maximize your program spend. Boosting funds utilization has never been easier.

Manage Partner Funds Across Your Full Customer Lifecycle

A single platform to manage partner funds and incentives across the entire customer lifecycle - especially needed by modern B2B SaaS companies - acquiring, onboarding, adoption, activation, ongoing support, retention, loyalty, and upsell and cross sell to align partners to your critical business events and outcomes.
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Fix Your Ailing Claims Process

Simplify and streamline your entire funds’ lifecycle. Claims come with KPI achievement for full proof of performance against goals. Use technology integrations like telemetry and app usage data to automate incentive calculations for greater accuracy. Take your time back to focus on running more innovative MDF campaigns.

Minimize the Distance Between MDF Spend and Return

Eliminate gut checks and become a data-driven MDF machine. Identify performance patterns and invest in high-performing programs to boost revenue.
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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.

Meet Our Customers

"WorkSpan is creating value for our partners with a pre-integrated co-sell solution, enabling Microsoft partners to receive and send co-sell referrals and manage a joint pipeline of deals"

Dan Rippey

Program Director, Global Partner Solutions

“WorkSpan is a great platform to create an account or opportunity and attach it to a marketing activity.”

Chris Cale

VP - Sales Programs and Operations, SAP

“The technology that WorkSpan brings enables real-time communication at the deal level, product roadmap level, at a global and regional level”

Jack Miller

SAP Global Markets Head, Cognizant

“User interface is very easy and the functionality is helpful for the work I do. We’ve increased the productivity of our partner management team by 40-50%.”

Janelle Harris

Principal Alliances Partner Marketing Manager, Red Hat

“It's been an amazing transformation of how we do the work and how we're keeping everything all in one place. We’ve been able to reduce our costs, so we’ve put that back into helping drive engagement.”

Joan Richards

Director - Global Alliances and Partner Marketing, Red Hat

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