WorkSpan Co-Sell with Microsoft is a cloud-based application that helps your partner management team and Microsoft securely exchange referrals and opportunities, and efficiently plan and execute on co-sell motions together.
AUTOMATED EXCHANGE OF REFERRALS & OPPORTUNITIES
Submit and receive referrals and opportunities in an automated way and eliminate numerous hours of data entry using WorkSpan’s pre-built workflows and integration with Microsoft Partner Center.
PRE-BUILT TEMPLATES MAPPED TO MICROSOFT’S PROCESSES
Leverage pre-built sales plan and opportunity templates to enable efficient, repeatable collaboration with Microsoft.
SHARED WORKSPACE, PLANS & DATA
Streamline collaboration using WorkSpan’s shared workspace, joint sales plans, and opportunity data and keep everyone on the same page with a single source of truth. No more relying on a jumble of disconnected tools, including spreadsheets, slide decks, and emails.
INTEGRATION WITH YOUR CRM
Connect your CRM to WorkSpan using integrations with Microsoft Dynamics, Salesforce.com, or SAP Cloud for Customer; or via Excel bulk export/import tool.
REAL-TIME REPORTING & ANALYTICS
Track progress and sales performance with real-time metrics and charts. Enable your teams to quickly identify deals that need attention and be “QBR-ready” at all times.
DATA SHARING CONTROLS
Gain full control over how data is shared with Microsoft with configurable policies for auto-creating data objects from your CRM, linking objects to relevant sales plans, and more.
FAST DEPLOYMENT & SIMPLE USER ONBOARDING
Go live quickly with a turnkey solution that comes prepackaged with Partner Center integration, templates, and workflows. Easily invite users to WorkSpan.
PLATFORM FOR SCALING YOUR CO-SELL BUSINESS
WorkSpan provides a platform for scaling your go-to-market and revenue growth across Microsoft and its ecosystem partners.
Reduce operational and IT costs and manual touches from your co-sell processes
Increase deal velocity, co-sell opportunities from partners, and share of committed cloud spend
WorkSpan is the leader in co-sell management applications and is trusted by customers such as VMware, Microsoft, NetApp, Citrix, Accenture, and SAP.
Note: Partner Center integration requires a Power Automate license (BYOL).