WorkSpan’s Co-Sell Automation is a leading SaaS application for efficiently managing and scaling your co-sell business with Microsoft. Our turnkey solution integrates with Microsoft Partner Center and helps you automate and simplify opportunity and referral sharing with Microsoft.

The application also helps partners efficiently plan and execute co-sell motions with shared data views, workflows, and collaboration tools. With WorkSpan, partners can track pipeline and sales performance in real-time with KPI reports and analytics to enable data-driven decision-making.

Product Features:

Bi-directional sharing between Partner’s CRM and Partner Center

Enables bi-directional sharing of opportunity and referral between Partner CRM and Partner Center.

Automated creation and update of opportunities in Partner Center

Automates the process of creating and updating opportunities within the Partner Center platform, eliminating manual data entry and ensuring that opportunities are accurately reflected in Microsoft's ecosystem in real-time.

Real-time KPI reports and dashboards on co-sell performance

Real-time Key Performance Indicator (KPI) reports and dashboards that offer insights into co-selling performance. Track metrics such as deal velocity, pipeline health, and revenue generation, allowing for informed decision-making and strategic planning.

Data sharing controls and configurable security and access policies

Robust data sharing controls and configurable security and access policies to ensure the confidentiality and integrity of partner data shared within the Co-Sell Automation platform.

Single Platform for Co-Sell Motions

Manage your partner plans and opportunity collaboration in one place to enable efficient and repeatable processes. Accelerate your deal execution with cadence notes and task assignments.

Turnkey Solution with Expert Support

WorkSpan provides best practices and expert guidance at every step so your team can be up and running quickly. WorkSpan takes care of the heavy lifting and manages the continual changes in Microsoft’s APIs and processes so you can avoid disruptions and focus on growing your co-sell business.

Business Benefits:

Streamlined Referral Sharing:

Streamline CRM opportunity submissions to Partner Center with WorkSpan, ensuring accuracy and efficiency. Advanced integrations maintain data sync and provide granular data control and security policies.

Efficient Co-Sell Planning:

Simplify co-sell planning, collaboration, and workflows with clear visibility into opportunities by sales stage and region. Track co-sell pipeline, wins, and partner-sourced revenues with real-time insights and automated workflows.

Maximized Co-Sell Performance:

Gain real-time sales insights through auto-generated reports and visualized charts covering pipeline metrics and region-specific performance. Share reports with your team, stakeholders, and Microsoft for informed decision-making and improved pipeline management.

Accelerated Co-Sell Growth:

Automate and streamline co-sell operations with WorkSpan, reducing manual tasks and increasing Microsoft’s referral volume. Experience faster deal cycles and rapid co-sell revenue scaling.

Implementation and Support:

WorkSpan provides implementation services with best practices and expert guidance to help Microsoft Partners deploy the solution successfully and gain business value. WorkSpan also provides ongoing technical and customer success support and manages the continual changes in Partner Center APIs and processes so Microsoft Partners can avoid disruptions and focus on growing their co-sell business.

Custom Pricing & Private Offers:

WorkSpan is a Microsoft partner and can provide custom pricing via Marketplace Private Offers.