TrustRadius: an HG Insights company

WorkSpan

Score7.4 out of 10

9 Reviews and Ratings

Top Performing Features

+17%

Referral tracking

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

Cat avg: 7.7

+7%

Partner collaboration tools

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

Cat avg: 7.5

+13%

Lead distribution

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

Cat avg: 7.1

-1%

Partner performance analytics

Provides insights around partner performance and benchmarking for KPIs.

Cat avg: 7.1

Worst Performing Features

-30%

Data exportability

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

Cat avg: 5.7

-23%

Standard reports

The software offers pre-built reports with metrics standard to the category.

Cat avg: 6.5

-29%

Custom reports

Users can create custom reports.

Cat avg: 7

WorkSpan Features from Reviews

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

5.4-22%
  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 7.1

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 6.5

  • Custom reports

    Users can create custom reports.

    Category average: 7

  • 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

  • Partner performance analytics

    Provides insights around partner performance and benchmarking for KPIs.

    Category average: 7.1

Content Management Capabilties

Lightweight tool for managing content

5.8-12%
  • Content management

    Content management tool for storing and managing versioning of electronic documents, images, etc.

    Category average: 5.7

  • 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

  • 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

Partner Lifecycle Management

Enables users to identify and onboard partners, distribute marketing funds, as well as track deals, journeys, and the evolution of co-selling initiatives with partners.

7.4+7%
  • Lead distribution

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

    Category average: 7.1

  • Co-op advertising

    Enables the distribution of post-sale advertising cost compensation.

    Category average: 6

  • Partner discovery and onboarding

    Enables users to locate, engage, recruit, and provide sales enablement training for new partners.

    Category average: 6.8

  • 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

  • Journey builder

    Pre-built or customizable customer journey templates and portals to automate and personalize partner journey experiences throughout multiple cross-channel touch points such as email, direct mail, mobile, web, advertising, etc.

    Category average: 7.1

WorkSpan Features from the Vendor

Additional Features

Vendor-contributed
  • Co-sell with Partners

  • Co-Innovate with Partners

  • Co-Market with Partners

  • Co-Invest with Partners