Deal Registration
Simplify joint opportunity tracking with real-time approvals, visibility, tiered pricing, and CRM integration.
- Submit partner deals in minutes with automated partner-vendor synchronization
- Protect partner investment through approval and conflict-avoidance logic
- Single or multi-vendor approval with full activity & CRM sync
- Real-time status tracking—from new registration through closure
- Dashboards for pipeline summary and deal stages
- Maintain deal integrity with automated channel conflict alerts, transparent workflows, and compliance rules
Intelligent Lead Distribution
Ensure qualified leads reach the right partners using intelligent scoring rules and real-time assignment workflows.
- Rules-based automation for lead routing and qualification
- Flexible assignment models (Round Robin, Named Partner, Named Account)
- Share notes, statuses, and meeting updates
- Lead distribution tracking and CRM sync
- Performance dashboards and audit trails
Automatically increase conversions by ensuring the right partner receives the right opportunity at the right time.
CPQ – Configure, Price, Quote
Provide a seamless quoting experience with rule-based pricing, margin protection, approval flows, and deep integration into selling motions.
- Centralized product catalog and price book management
- Guided partner quotes based on target configuration
- Ensure margin protection (Guardrails & Approval Workflows)
- Auto-generation of vendor or partner-ready pricing documentation
- Direct sync to deal records and lead-based revenue automation
Sellers improve accuracy and maintain pricing integrity with centralized CPQ workflows.
Co-Sell Collaboration Engine
Enable partners and sellers to work together in real time—synchronizing notes, next steps, and shared deliverables.
- Shared deal workspace with multi-stakeholder collaboration
- Share internal and partner-facing notes, timelines, and next steps
- Lead & opportunity collaboration for revenue acceleration
- Incentive tracking for joint success
- Visibility dashboards for real-time progress tracking
Accelerate revenue with aligned strategies, next-step management, and automated milestone tracking.
Referral Management
Streamline partner-to-vendor and vendor-to-partner referrals to expand reach and unlock new lines of revenue.
- Easy submission forms for partner-initiated referrals
- Approval workflows with real-time visibility
- Seamless handoff to sales for pipeline tracking
- Incentive payout calculations with lifecycle traceability
- Reduce referral conflict with role-based automation
Provide a complete referral workflow that ensures transparency, compliance, and revenue acceleration.
Partner Experience
An intuitive co-sell experience designed to help partners log activities, track progress, and collaborate on shared opportunities.
- Register and track deals, referrals, and co-sell activities
- A single unified view and collaboration on shared milestones
- View commissions, deal status, and partner revenue metrics
- Sync opportunities with partner CRM systems
- Aggregate dashboards for visibility across vendors, collaborations, and partner organizations
Admin Experience
Centralized tools for administrators to configure workflows, manage approvals, and monitor partner performance.
- Configure co-sell rules, approval workflows, and CRM mappings
- Define lead distributions and deal approval hierarchies
- Monitor status, timelines, and joint pipeline performance
- Sync data across Salesforce, Microsoft Dynamics, or custom CRM systems
Drive consistent controls and visibility into the entire co-sell lifecycle.
Enterprise-Grade Advantages
- Real-Time Visibility: Monitor pipeline & shared activity
- Governance & Controls: Ensure policy and program compliance
- Workflow Flexibility: Configure partner processes without custom code
- Global Scalability: Support partners across regions & industries
- Lower TCO: Reduce reliance on custom integrations
Empower global partner ecosystems with secure, scalable co-sell processes deployed across thousands of partners instantly.
