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Partner Sales Co-Pilot

The Partner Sales Co-Pilot agent supports your channel partners throughout the sales process. It helps with deal registration, provides access to enablement content, and guides partners through quoting processes. The agent answers frequently asked questions about incentives, processes, and approvals in a conversational format, scaling partner productivity without requiring additional headcount.

The Problem

  • •Partners lack self-service access to information
  • •Deal registration process is confusing
  • •Enablement content is hard to find
  • •Partner support requires significant resources

Benefits

  • •Provides 24/7 partner support
  • •Guides partners through deal registration
  • •Makes enablement content easily accessible
  • •Scales partner productivity without adding headcount
Trigger
1

Partner requests deal registration, enablement content, or process guidance

2

Gather partner information and request details

3

Enrich with partner portal content and enablement resources

4

Analyze request type and match to appropriate resources or workflows

5

Generate guided process or provide relevant enablement content

6

Deliver assistance with deal registration guidance or content access

How It Works?

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