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What is co-sell automation?
Co-Sell Automation refers to the use of technology and structured workflows to support joint sales initiatives between a vendor and its partners. This process includes managing tasks such as opportunity registration, joint pipeline tracking, approval of workflows, and sales-system integrations. Some key capabilities are:
- Opportunity registration workflows: Streamline how partners register deals, track status, and receive feedback.
- Pipeline visibility tools: Create shared dashboards where both vendor and partner teams monitor deal progress and contributions.
- System integrations: Connect CRM or PRM platforms across organizations to synchronize data, automate updates, and reduce manual entry.
With co-sell automation in place, organizations reduce administrative burden in partner-sales coordination, ensure transparency in joint deal activities and support consistent execution across multiple partners and regions.
Related content:
Co-Selling | 6 Steps to Executing a Co-Selling Strategy | Marketing Automation Resources
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