WorkSpan Features
Control (3)
Role-Based Permissions
Assigns information access rights based on company, user role, group, or tier
Opportunity Management
Tracks partner leads, opportunities, and monitors deals through pipeline stages
Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
Account Mapping (3)
Common overlaps
Finds common overlap between you and your partner's prospects
Mapping Segmentation
Defines partnership overlaps into prospects, open opportunties or current customers
Account Mapping Playbook
Provides suggestions for what to do when data between partners intersect
Partner Collaboration (3)
Brand Messaging
Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.
Offer Management
Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.
Catalog Management
Allows users to provide partners with product catalogs to help gudie them towards the right products to promote
Analytics (3)
Conversion Tracking
Allows users to track partner conversions
Customer value tracking
Allows users to track the partners that bring in your most loyal customers.
ROI Measurement
Allows users to measure partner-influenced revenue to show ROI
Integrations (3)
Data warehouse Integration
Allows users to integrate data from data warehouse software into the partner ecosystem platform
CRM Integration
Allows users to integrate data from a CRM into the partner ecosystem platform
Account-Based Marketing Software Integration
Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform
Cloud Support - Cloud GTM (4)
Cloud marketplace support
Aligned with one or more cloud marketplaces.
Listing support
Helps with creating and managing vendor listings across all potential cloud marketplaces.
Co-selling support
Improves co-selling opportunities for ISVs.
Advisory services
Provides advisory services for users to learn more about Cloud GTM strategories.
Data Visualization - Cloud GTM (4)
Collaboration
Helps ensure collaboration between various stakeholders by helping build joint pipelines.
Spend management
Helps track spends and improve budgeting and forecasting.
Dashboard features
Provides a consolidated, single pane of glass view for reportings and analytics.
Real-time data
Providers users with real-time data into all marketplace transactions
Platform - Partner Relationship Management (PRM) (13)
Individual Portals
Provides a private portal for each partner
Content Repository
Provides access to a repository that contains shared marketing or sales materials and tools
Revenue Tracking
Tracks revenue via links, leads, deals, and influenced revenue
Cross-System Integration
Operates across multiple systems, tools, and platforms.
Workflow Automation & Notifications
Automates critical processes and triggers alerts across the partner lifecycle
Onboarding, Training & Certifications
Offers structured onboarding with learning modules, trainings, and certifications
Payouts & Global Compliance
Offers multi-currency, automated partner payments with VAT/tax compliance
Partner Discovery & Recruitment
Streamlines the process of finding, qualifying, and recruiting new channel partners
Incentive Management
Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards
Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
Dashboards & Reporting
Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization
Marketing Tools
Manages co-branding, MDFs, and campaigns through marketing automation
Deal Management
Handles deal registration and streamlines submissions, approvals, and tracking
Agentic AI - Partner Relationship Management (PRM) (4)
Adaptive Learning
Improves performance based on feedback and experience
Autonomous Task Execution
Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Natural Language Interaction
Provides an AI chat agent to engage and guide partners conversationally




