Co-Selling

Co-Selling Management improves partner satisfaction by providing a centralized workspace for joint opportunities, eliminating channel conflict through automated deal registration and approval. It ensures clarity with defined roles, collaborative workflows (tasks, chat), and a shared sales pipeline. This streamlined process boosts efficiency, maintains a persistent communication record, and directly links closed deals to commission claims.

Co-Selling Management

Joint Opportunity Management

Track every co-sell opportunity in a centralized workspace. Whether initiated by the vendor or partner, each opportunity is visible and actionable to both parties, with defined roles and responsibilities.

Import vendor-assigned leads or partner-submitted referrals
Assign opportunity owners from both sides
Set access controls based on partner tier or role

Collaborative Workflows

Enable structured collaboration throughout the sales process. The Co-Selling module supports shared task lists, chat threads, and messaging that keep all stakeholders aligned across every deal stage.

Create and assign joint tasks by stage or milestone
Use in-app chat and message threads for real-time collaboration
Sync internal and partner activities without email silos

Stage-Based Sales Progression

Move deals through a shared pipeline with visibility into progress, blockers, and responsibilities. Every stage includes documentation, accountability, and time-bound actions.

Customize sales stages to match your co-sell lifecycle
Attach documents, notes, and updates at each stage
Monitor status and next steps across all open deals

Persistent Communication Records

Maintain a full communication history, even if reps change. All discussions, files, and notes are retained within the Opportunity record, ensuring seamless continuity and deal momentum.

Archive all chats, tasks, and updates per opportunity
Eliminate reliance on personal inboxes or spreadsheets
Enable secure access for new reps joining mid-cycle

Deal Conversion & Commission Claiming

When an opportunity is closed, it automatically converts to a deal, and partners can immediately initiate a commission claim—linking performance to payout.

Automatically convert closed opportunities into deals
Trigger commission workflows via the Commission module
Align payout rules to product, region, or partner tier