Partnerships
Find the overlap before the customer does.
Partner-sourced opportunities matched against your own pipeline automatically, so both sellers get on the same call rather than into the same account separately.
Account overlap
Matched nightly against the partner’s pipeline
- Regional health system Both in stage 2
- Freight and logistics group Partner is further along
- Public university system Same buying committee
Signal
Two sellers are working the same committee without knowing it.
The customer finds out first, and it costs both of you credibility. The match runs before that happens.
Task Both owners
Get on one call before either of you books the next
Introduce the ownersWhat gets in the way, and what replaces it.
A partner logs a co-sell opportunity in their system and your team finds out at the meeting.
The partner portal is a connected source. An agent matches new opportunities to your records and flags the overlap the same day.
Connect →Nobody can see both pipelines at once, so co-selling is coordinated by spreadsheet.
Overlapping contacts, both pipelines, and the last partner-sourced win in a single account view.
Execute →Co-sell motions are improvised each time and depend on who remembers to follow up.
Intro, joint discovery, shared plan, weekly sync. A sequence with owners on both sides and timing that holds.
Execute →1
account record shared across both go-to-market motions
“One of the best sales tools I’ve seen in 18 years in tech.”
We’d rather show you than tell you.
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