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Brand: WorkSpan
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AI Assistant Account Management Inbound Referral Routing Partnership Planning Real-Time Reporting See all 
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AI Assistant An intelligent agent embedded in your CRM to help with account matching, referrals & pipeline management. Account Management AI analyses names and semantic profiles across organizations to match accounts accurately. Inbound Referral Routing AI processes incoming partner referrals, dedupes, validates and routes to correct sales teams Partnership Planning Joint planning templates let you align strategies, set shared objectives, and define KPIs with partners. Real-Time Reporting Custom dashboards that show live metrics and charts for tracking partner metrics and performance. Performance Management Measure partner-sourced pipeline, influenced deals, win rates, and revenue from joint plans. Data Integration Ingest account, opportunity and other data from partners and third-party sources into one view. Templates Pre-built templates based on proven strategies to streamline partner planning and execution. Single sign-on Log in just once to access all partner companies, programs, plans, and shared objects. Secure Data Sharing Role- and object-level sharing policies ensure sensitive objects (plans, opportunities) stay secure. Collaboration Shared messaging, tasks, comments, and content libraries enable seamless teamwork. CRM Integration One-time integration with your CRM and partners’ CRMs to sync referrals, pipelines and accounts. Configurable Workflow Define conditional triggers, custom approval flows, and joint motion logic per partner. Dashboards Real-time dashboards for co-sell performance: pipeline, partner performance, and win metrics. Funds Lifecycle Management Manage MDF (market development fund) proposals, approvals, and claims in shared workflows.
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“WorkSpan Customers: In Their Own Words”
4.3
Review by: Thack Brown
| 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 |
UAE
India
