Co-Sell with SAP

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Table of Contents
1. Overview
2. Flows
    2.1. Incoming Flow
    2.2. Outgoing Flow
3. Relevant Documents and Links 


1. Overview

WorkSpan’s Co-Sell model provides access to new markets, a powerful referral engine, and a platform for scaling revenue growth. The platform delivers complete visibility into your co-sell opportunities by sales stage, region, and other filters in a single place for you to manage your co-sell planning, opportunity collaboration, and workflows with SAP.

2. Flows

2.1. Incoming Flow

The incoming referral from SAP initially enters the SAP system in Workspan. Following their policies, it is linked to a plan and automatically shared with the partner in an accepted state. After the referral is accepted, it is sent to SFDC for further processing. The updates are synced in real-time from SFDC to WorkSpan and vice-versa via the WorkSpan Salesforce App.

2.2. Outgoing Flow

Upon the creation of the referral in SFDC, it is sent to your WorkSpan system. Following predefined policies and leveraging the partner name (SAP) and the Auto-link policy configured in WorkSpan, the referral is accurately linked to the corresponding plan and seamlessly shared with SAP.

3. Relevant Documents and Links

Implementation Guide - Detailed guide to understanding the architecture and how to set up the WorkSpan SFDC app to start co-selling with SAP.

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SAP Field Names - Latest create/view field names supported by SFDC for Co-Sell with SAP.

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