Co-Sell App: Scale Your Revenue Growth with Co-Sell Partners

Efficiently manage co-sell opportunities with partners to scale your co-sell pipeline, revenue and wins.

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Missed revenue opportunities caused by manual process, weak collaboration, stale data, and errors


Challenges in growing co-sell revenues in current economic climate with flat/reduced headcount.

Manual Processes

Manual, inefficient co-sell motions; lack of repeatable or scalable processes.

Weak Engagement

Missed co-sell engagement and visibility with partners, negative impact on sales KPIs.

Data Errors & Discrepancies

Difficulty in tracking co-sell performance  (e.g., deal updates, partner influenced/sourced).


Inability to scale co-sell revenue growth and number of partnerships.


WorkSpan Provides Best Practice Methodology, Automation & Management to Scale Your Co-Sell Business

Plan Co-Sell Motions

Develop annual partner plans with key initiatives.

Set joint goals & metrics (revenues, wins, pipeline, etc.)

Share plans & metrics in a single place, track progress.

Exchange Referrals

Auto-create referrals for all co-sell opps early in the sales cycle.

Send referrals to Partners directly from your CRM.

Accept, decline & track Partner-sourced referrals.

Track Performance

Access auto-generated outcome reports, track actual vs. target.

Provide fresh data to Partners for cadence calls, QBRs, funding.

Share performance & sales impact to internal execs & stakeholders.

Collaborate & Update

Auto-update sellers & partner managers on co-sell deals.

Collaborate more effectively on deals with live updates.

Track status of co-sell deals in your CRM throughout the sales cycle.

Digitizes Repeatable Industry-Standard Co-Sell Referral Process

Identify, keep track of, and review co-selling opportunities while maintaining the privacy of your own and your partners' opportunities.

Refer, share, and collaborate with your partners by selectively sharing specific fields, setting rules for additional partner involvement, and jointly accepting or declining opportunities.
Accept opportunity referrals, automatically create CRM opportunities in the receiving party's system, engaging both sides' sellers, and facilitate seamless sharing of seller updates and timely reminders.
Efficiently track the status and partner attribution of closed or declined opportunities, including win-win, win-loss, loss-win, or loss-loss scenarios, for comprehensive analysis and insights.

Achieve True Alignment & Collaboration to Drive Revenue Growth

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“With the WorkSpan application to coordinate selling motions across Cisco and ecosystem partner sellers we can push out even more opportunities because we have those insights right now.”

Josè Van Dijk

VP, Operations and Partner Performance at Cisco

joint pipepline
Increase in joint pipeline
deal size
Increase in average deal size
Win rate
Increase in average win rates
Increase in deal velocity

Automation to Simplify Workflows & Drive Business Benefits

Referral Creation & Sharing
Auto-create and submit referrals based on CRM opportunity triggers (e.g., sales stage)
Key Updates on Opportunities
Auto-update referrals based on CRM opportunity updates (e.g., target close date)
Referral to Opp Conversion
Streamline conversion of Partner-originated referrals to CRM opportunities
KPI Report Generation
Access real-time KPI reports and a live dashboard on co-sell performance
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Marketing Attribution
Tag opportunity referrals with marketing campaign codes and attribution

Meet Our Customers

“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

"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

“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

“We needed a solution that met our data integrity and GDPR requirements. WorkSpan has provided that.”

Margaret Synan

Director Business Strategy, WW SAP on Azure Lead, Microsoft

special offer
You X up to 5 Partners
Get the WorkSpan Co-Sell App and add 5 partners for free for the first year. Offer valid for first 25 customers only.
Conditions apply.

Co-Sell Value Workshop

Find out how you score on ecosystem capabilities like processes, pipeline management, collaboration, self-service, automation, tracking and reporting.
Get expert guidance. Explore solutions.

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Automate Co-Sell Opportunity Management to Drive Revenue with Partners

Bi-Directionally Share Referrals without Manual Data Entry

Auto-create referrals based on triggers (e.g. sales stage, partner field etc.), auto-import and submit opportunities to your CRM or allow your alliance team to review and submit. Ensure timely, error-free referral submissions with opportunity value and sales stage mapping, referral form autofill, and validations.
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graphical user interface, text, application

A Single Place for Co-Sell
Planning & Execution

Plan and execute co-selling through a shared view of your shared pipeline. Rich collaboration features enable planning, accelerate execution with activity updates, task assignments, and automated workflows.

Automated Sync Between Your CRM and Partner CRM

Keep your opportunity data synced between your CRM and partner’s CRM with automated sharing of deal updates and insights with partner and improve your co-sell execution.
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graphical user interface, text, application

Track Performance and Enable Data-Driven Actions

Get sales performance insights in real-time with out-of-the-box auto-generated reports to measure ecosystem referrals, ecosystem pipeline and ecosystem revenue. Visualize your co-sell performance with intuitive charts.

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