ZINFI UPM Guide

Marketplace Management for Channel Partners

Add/Edit a Co-Sell Request

Overview

The Accelerate module's Co-sell marketplace is designed to foster partner-to-partner collaboration, enabling partners to discover each other for joint go-to-market strategies, such as technology alliances or system integrator (SI) and independent software vendor (ISV) pairings. When partners identify a potential synergy, they can initiate a co-sell request. This feature provides the administrative interface for managing these requests, ensuring that the vendor can oversee and facilitate these strategic partner connections.

Viewing Co-Sell Requests

View Co-Sell Requests list page
View Co-Sell Requests list page

Click the Add Co-Sell Request button.

Editing a Co-Sell Request

Edit Co-Sell Request form
Edit Co-Sell Request form

This screen displays the details of an existing co-sell request, allowing users to review or modify its components. Co-sell requests are initiated by partners through the Co-sell marketplace to propose joint go-to-market efforts or solution bundles with other partners or the vendor. The request includes details about the involved marketplace listings, a proposed bundle, and a message outlining the collaboration. This form facilitates the collaborative editing and negotiation phase of a co-sell opportunity, tracking its status and timeline. The ability to edit or view these requests is crucial for managing strategic alliances and fostering partner-to-partner collaboration within the Accelerate module.

Review or modify the details of the co-sell request on this screen.

Buttons

ButtonDescription
SaveSaves any changes made to the co-sell request.
CancelDiscards any changes and returns to the previous view.

Request Information

FieldDescription
Request IDA unique identifier for the co-sell request.
StatusThe current status of the co-sell request, indicating its stage in the workflow (e.g., Pending, Approved, Rejected).

Listing Selection

FieldDescription
My Listing*The user's own marketplace listing selected for this co-sell request.
Partner's Listing*The other partner's marketplace listing that is part of this co-sell request.
Target Partner PreviewA preview of the target partner's company and solution details from their marketplace listing.

Bundle Proposal

FieldDescription
Bundle Name*The proposed name for the combined solution or offering in this co-sell bundle.
Discount %The proposed discount percentage for the co-sell bundle.

Message

FieldDescription
MessageA message from the requesting party to the target partner, explaining the co-sell proposal.

Timeline

FieldDescription
CreatedThe date and time when the co-sell request was initially created.
Last UpdatedThe date and time when the co-sell request was last modified.