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WorkSpan

Brand: WorkSpan

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  • check_icon AI Assistant
  • check_icon Account Management
  • check_icon Inbound Referral Routing
  • check_icon Partnership Planning
  • check_icon Real-Time Reporting

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WorkSpan Pricing & Plans

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WorkSpan Features

  • icon_check AI Assistant An intelligent agent embedded in your CRM to help with account matching, referrals & pipeline management.
  • icon_check Account Management AI analyses names and semantic profiles across organizations to match accounts accurately.
  • icon_check Inbound Referral Routing AI processes incoming partner referrals, dedupes, validates and routes to correct sales teams
  • icon_check Partnership Planning Joint planning templates let you align strategies, set shared objectives, and define KPIs with partners.
  • icon_check Real-Time Reporting Custom dashboards that show live metrics and charts for tracking partner metrics and performance.
  • icon_check Performance Management Measure partner-sourced pipeline, influenced deals, win rates, and revenue from joint plans.
  • icon_check Data Integration Ingest account, opportunity and other data from partners and third-party sources into one view.
  • icon_check Templates Pre-built templates based on proven strategies to streamline partner planning and execution.
  • icon_check Single sign-on Log in just once to access all partner companies, programs, plans, and shared objects.
  • icon_check Secure Data Sharing Role- and object-level sharing policies ensure sensitive objects (plans, opportunities) stay secure.
  • icon_check Collaboration Shared messaging, tasks, comments, and content libraries enable seamless teamwork.
  • icon_check CRM Integration One-time integration with your CRM and partners’ CRMs to sync referrals, pipelines and accounts.
  • icon_check Configurable Workflow Define conditional triggers, custom approval flows, and joint motion logic per partner.
  • icon_check Dashboards Real-time dashboards for co-sell performance: pipeline, partner performance, and win metrics.
  • icon_check Funds Lifecycle Management Manage MDF (market development fund) proposals, approvals, and claims in shared workflows.

WorkSpan Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Medium Business, Enterprises, SMBs
  • Email, Communities
  • Webinars, Videos
  • English

WorkSpan Reviews and Ratings

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WorkSpan Company Details

Brand Name WorkSpan
Information WorkSpan is the #1 co-sell management network that empowers companies to turbocharge and scale their co-sell revenue growth.
Founded Year 2015
Director/Founders Amit Sinha, Milind Joshi
Company Size 101-500 Employees