Automate and simplify co-selling with Microsoft. Increase referral volume, accelerate deal cycles, and scale your co-sell business with speed.
MS Partner Center Referral Creation
CRM-Partner Center Updates
Referral to Opp Conversion
KPI Report Generation
Create a Joint Partner Plan
Efficiently plan and execute co-sell motions with Microsoft through a shared view of joint planning at the global, regional, and account level. Rich collaboration features enable planning, accelerate execution with activity updates, task assignments, and automated workflows.
Bi-Directionally Share Referrals without Manual Data Entry
Auto-import and submit opportunities to Microsoft Partner Center from inside your CRM with just a few clicks. Ensure timely, error-free referral submissions with opportunity value and sales stage mapping, referral form autofill, and validations.
Automated Sync Between Your CRM and Microsoft Partner Center
Keep your opportunity data synced between your CRM and Microsoft Partner Center with automated sharing of deal updates and insights with Microsoft and improve your co-sell execution.
Real-time Reporting on Co-Sell Performance
Get clear sales performance insights in real-time with auto-generated reports. Visualize your Microsoft co-sell performance with intuitive charts - actuals vs. goals, partner-sourced revenue, performance by region, and more.
Automate and simplify co-sell referral sharing with Microsoft Partner Center and CRM integrations.
Manage a data-driven co-sell business across regions or business units with partner plans and real-time analytics.
Plan and execute co-sell motions with unlimited user access. Customize your metrics, reporting, and opportunity fields.