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
