Co-Sell with Me App Releases - v2023.1

Overview

Introducing our Co-Sell with Me app, for running and scaling your own Co-Sell Program. Onboard partners easily on WorkSpan platform, manage referral sharing and collaborate with bi-directional referral flow from your CRM to your partners’ CRM. Track Co-Sell KPIs with out-of-the-box metrics & charts on our WorkSpan app.

Key Features

• Pre-Integrated SFDC App that connects your CRM with Partner's CRM for real-time automated sharing of opportunities.
• OOB Key Metrics/KPIs & co-sell goals to measure and track your Co-Sell Revenue/Co-sell Pipeline/Partner Sourced revenue/win rate etc.

• OOB Reports and the ability to create your own reports to report on the health and progress of your pipeline.

• Enterprise grade OOB Opportunity & Plan templates that empower you to collaborate with your partners on next steps/ share cadence notes etc

See more details here.