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WorkSpan

Score7.4 out of 10

9 Reviews and Ratings

What is WorkSpan?

WorkSpan is an ecosystem business management platform. The solution aims to give CROs a digital platform to turbocharge indirect revenue with their partner teams at higher win rates and lower costs. It connects partners on a live network with cross-company business applications to build, market, and sell together. The vendor states the solution powers the top 10 business ecosystems in the technology and communications industry today, managing over $50 billion in joint pipeline.

Media

Screenshot of WorkSpan home page for a fictional Microsoft user showing joint partner sales plans, recently updated objects, membership interactions, upcoming tasks, and the engagement work center at the top right.
Screenshot of A fictional sales plan between Microsoft and Capgemini showing shared goals and current status against goals, plan details, plan stage, upcoming tasks, as well as tabs for joint leads, opportunities, and other shared objects connected with this sales plan.
Screenshot of A fictional joint opportunity between Microsoft and Capgemini. This shows how the partners have invited SAP to join in co-selling this Supply Chain Management Transformation opportunity to McDonalds. This shows the opportunity stage, deal value for each partner, upcoming tasks, and allows partners to collaborate with notes and messages to align and close the deal together.

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Screenshot of WorkSpan home page for a fictional Microsoft user showing joint partner sales plans, recently updated objects, membership interactions, upcoming tasks, and the engagement work center at the top right.

Top Performing Features

  • Referral tracking

    The ability to submit, track, and provide payment for partner referrals. This may also include suggested sales and discounts.

    Category average: 7.7

  • Lead distribution

    Refers to automated tracking, scoring, routing, and optimization of leads between partners.

    Category average: 7.1

  • Partner collaboration tools

    Partner workflow tools to facilitate collaboration on campaigns, ensure compliance with business rules, optimize performance, and avoid duplicate tasks.

    Category average: 7.5

Areas for Improvement

  • Co-branded collateral

    Allows simultaneous work with partners on co-branded content.

    Category average: 5.7

  • Content sharing

    The ability to distribute and share content, including sales and marketing material, with partners and co-workers.

    Category average: 6.3

  • Data exportability

    Data can be exported via a CSV or Excel file for further reporting and analysis outside of the tool.

    Category average: 5.7

WorkSpan essential for Ecosystem Growth

Use Cases and Deployment Scope

We use WorkSpan to connect our CRM system with the CRM systems of our Cloud Service Provider partners, especially AWS. This enables us to share thousands of Opp referrals in a highly automated process, thus removing the otherwise very manual steps to do so. It has rapidly increased our ability to efficiently connect our account teams with our partners' account teams to engage in meaningful co-sell activities for our end customers.

Pros

  • Automating co-sell engagement process across the partner ecosystem
  • Reducing time to create and publish Marketplace private offers
  • Capture and automate lead flow from demand gen programs

Cons

  • Better analytics and reports to monitor the co-sell business

Return on Investment

  • Eliminates hundreds of manual labor hours each month
  • Reduces delays in connecting our account teams with their peers at our partners

Usability

Other Software Used

Crossbeam, Flywheel