HOST A CO-SELL PROGRAM
Co-Sell App: Scale Your Revenue Growth with Co-Sell Partners
Efficiently manage and scale your co-sell pipeline, revenue and wins with partners.


THE PROBLEM
Missed revenue opportunities caused by manual process, weak collaboration, stale data, and errors
Tough
Economy
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).
Scalability
Inability to scale co-sell revenue growth and number of partnerships.
THE SOLUTION
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
Identified
Identify, keep track of, and review co-selling opportunities while maintaining the privacy of your own and your partners' opportunities.
Referred
Refer, share, and collaborate with your partners by selectively sharing specific fields, setting rules for additional partner involvement, and jointly accepting or declining opportunities.
Active
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.

Closed
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.
WHY WORKSPAN
Achieve True Alignment & Collaboration to Drive Revenue Growth

“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
50%
Increase in joint pipeline
deal size
24%
Increase in average deal size
Win rate
24%
Increase in average win rates
Velocity
30%
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
Marketing Attribution
Tag opportunity referrals with marketing campaign codes and attribution

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.
Conditions apply.

Drive Co-Selling Motions 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.


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.


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.