Overview of Partner Programs

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A new Partner Program App has been built to help you connect with your partners, enable them and provide them access to your assets (content, links, files), solutions, sales plans (invite only), opportunities (invite only), services and expertise available within the WorkSpan Partner Ecosystem.

The Overview section on the Partner Program App allows you to seamlessly add and share videos, enablement content, your GTM strategy or any other assets that you want to share with your partners.

You can add a Partner Program Guide in the Content Library and then link it from your partner program too.

Your partners can also reach out and engage with each other directly and collaborate closely on sales opportunities, solutions and sales plans to accelerate their deal velocity, and increase win rates.

Metrics from various sources such as marketing, sales, opportunities, solutions etc. roll into one dashboard view on the Partner Programs App allowing you to seamlessly see the various KPIs in one place without having to navigate to different views or to run different reports.

Partner Programs tab has been added to the Solutions, Sales Plans and Opportunities Landing pages from where you can easily add new partner programs and view all existing partner programs.

Navigation: Home > Network > Partner Programs

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On the Partner Programs listing page, you can view all your partner programs in the following categories:

  • My Partner Programs: Partner Programs created by you and accepted by you.
  • Shared with Me: Partner Programs that have been shared with you, but not yet accepted by you.
  • Shared With <your company name>: Partner Programs shared with your company.
  • Archived Partner Programs:  All archived partner programs in which you have participated. These can be unarchived or deleted.

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You can also:

  • Search all partner programs or refine your search by access level.
  • Toggle between list view and table view for your partner programs.
  • View the team members and companies on each program and your access level on each program.
  • Depending on your access level, navigate to the details of any partner program.

Also See:

Creating a Partner Program

Enter your program objective; select industry, region where you want to run your program and product and services associated to the program. 

Adding Files/Links/Content Items and Tasks to a Partner Program

You can add files, links, content items (assets) and tasks to your partner programs.

Adding/Editing/Deleting Metrics for Your Partner Program

You can add one or more metrics to your partner programs to see the progress of your partner program.

Enter/Select one or more metrics for your partner programs. For example, you can select Annual Recurring Revenue (ARR); Annual Contract Value (ACV), Total Contract Value (TCV) or any other.

Adding Assets to Your Partner Program

You can add assets in the Content Library and then select and link up to six content items to your partner program. You can add a Partner Program Guide in the Content Library and then link it from your partner program too.

Assigning Tasks to Partner Program

You can add and assign tasks in your partner programs.

Sharing Your Partner Program

You can easily share a partner program with one or more of your partners for easy collaboration on a program.

If a partner program has been created in the Owner Mode, then, if you are an owner or a collaborator on a program, you can seamlessly share the program with your partners using WorkSpan's Share Partner Program feature.

If a partner program has been created in the Partner Mode, then, you can share a program as a participant too.

You can also add key dates and comments to your partner program by navigating to your partner program. Go to the Key Dates or Comments panel to enter dates and/or comments.

Adding/Linking Solutions to Partner Programs

To add new or link your existing solutions to your partner program. To link a solution that you have previously added, click Link Existing and select the solution(s) that you want to link to.

Adding/Linking Sales Plans to Partner Programs

To add new or link your existing sales plans to your partner program. To link to a sales plan that you have previously added, click Link Existing and select the sales plan(s) that you want to link to.

Adding/Linking Opportunities to Your Partner Programs

To add new or link your existing opportunities to your partner program. To link to an opportunity that you have previously added, click Link Existing and select one or more opportunities that you want to link to. 

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