Defining your Partner Co-Sellers

If your system supports partner co-selling, you can create Co-Selling partner groups to specify which of your partners are eligible to work with each other as co-sellers.

Note

The Co-Selling feature needs to be enabled on your system. Submit a request to your Unifyr One team if you want to use it.

With Co-Selling enabled, you also have the option to provide a graphical locator of co-sellers for your partner portal, so approved potential co-sellers can find each other and get in contact. For more information, and for a summary of the logic that decides which partners appear in the locator, and what they’ll see, see About Co-Selling Partner Locators.

If you're supporting co-selling partners in your portal, you can implement multi-partner deal registration and approvals. For more information, see Multi-Partner Deals. Multi-Partner Deal features also need to be enabled by your Unifyr One team.

Groups of co-selling partners are defined in two ways:

• Your Unifyr One team can set up a default partner group of co-sellers, and apply it your system. This group will be the default co-selling partners for all your partner accounts in Unifyr One.
• You can create adhoc Co-Selling partner groups for individual partners, in Partner Explorer. An adhoc group for a partner overrides the default Co-Selling partner group set for your system.

To create an adhoc Co-Selling partner group for an individual partner:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab. 
2. Click on the partner you want to update, to open its details view.

3. In the left-hand sidebar, choose Co-Selling.

   This tab is available if you have Co-Selling enabled on your system. Contact your Unifyr One team if you can’t see it.

4. The page shows the current configuration of co-sellers for this partner:

   • If the partner is already a member of an adhoc Co-Selling group, you will see the details here.

     

     The Criteria for Co-Selling Partner Eligibility tab shows the configured rules that pull partners in to the Co-Selling group. You can edit the rules here, or add new partner rules to the configuration, or add a new set of partner rules, using standard adhoc/single use Partner Group definition settings. For more information, see Using Adhoc/Single Use Partner Groups.

   • If the partner has no adhoc Co-Selling group assignment, but a default co-selling partner group is in place for the system:

     

     This setting may have been enabled by your Unifyr One team when they enabled Co-Selling on your system. Reach out to them for clarification.

   • If there's no Co-Selling group assignment for the partner or the system - all configured partners can work with this partner as a co- seller:

     

   The Matching Partners tab shows the list of partners that are eligible co-sellers for this partner. They will display for this partner in the Co-Selling Locator, if provided. They will also be available for selection if your portal supports multi-partner deals. The list of partners contains members of all the Co-Selling groups of which this partner is a member. Duplicate entries (if this partner is a member of more than one group) are removed.

5. To create a Co-Selling group that will include the current partner, navigate to the Criteria for Co-Selling Partner Eligibility tab.

   Add individual partner rules, or groups of partner rules, as required, to get the list of partners that are eligible co-sellers for this partner. Use standard adhoc/single use Partner Group definition settings - for more information, see Using Adhoc/Single Use Partner Groups.

   Notes:

   • Rules in a single rule group are separated by an AND condition. All of the rules in a rule group must be true to trigger the rule.
   • Groups of rules are separated by an OR condition. All of the rules in at least one group must be true to trigger the rule.
   • You can only configure partner-based rules here - user rules are not supported.

   When defining the rules for the group, the Matching Partners tab on the right side updates to show which partners match the rules.

6. Click Save.

 Training

Learn more with our training course:

• Deal Management - Co-Selling

You will be prompted to log into your CustomerONE account to access the link.