You sign a partnership agreement with ambitious co-selling targets. Three months later, you're coordinating partner onboarding and shared deals through scattered spreadsheets, docs, calls, and email threads. Your partner shows up to a joint demo call not really understanding how your two solutions work together. The buyer gets confused because you're delivering two competing pitches.
The problem isn't your partnership strategy. It's your partnership infrastructure.
Most companies try to execute co-selling partnerships through tools that weren't built for real-time collaboration:
- Spreadsheets, decks and docs that become arduous to read and update
- Slack threads where critical context get buried by day-to-day conversations
- Shared drives where partners can never find the right content
- Email chains that leave you wondering who committed to what
Accord creates shared workspaces where both your team and your partners execute deals together. Instead of scattering partnership work across multiple tools, you build partner playbooks—structured workflows that define how partnerships should work, from onboarding new partners to closing co-sell opportunities. Your partners work in the same playbooks you do, seeing the same information, following the same process, and staying in lockstep throughout every stage of the deal.
Templated, trackable partner onboarding
- Create your ideal onboarding playbook for new partners. Include strategic alignment sessions, product training, competitive positioning, sales methodology, and messaging frameworks—all sequenced in the order that actually prepares partners to co-sell effectively.
- Every new partner gets their own onboarding playbook based on your template. They see exactly what's next, access the right resources at the right time, and track their progress through clear milestones. The playbook guides them from partnership kickoff to being co-sell ready.
- See real-time onboarding progress across your entire network. Which partners completed competitive positioning, who reviewed your value framework, which partners are ready to take customer calls, and which ones need more enablement.
No more "just checking in" emails. No more wondering if your new partner actually understands how to position your solution.
Unified, visible deal execution
- Both teams work inside the same deal workspace with a shared timeline, clear task ownership, and real-time status updates. When your partner marks a discovery call complete, you see it immediately. When you update the close date, they see it immediately. No more "let me send you the updated version" emails.
- The buyer sees one cohesive sales process because they’re working from the same deal workspace, tracking the shared timeline and mutual action plan with both teams. To the buyer, this isn't two vendors coordinating. It's one unified team.
- Context stays when people leave. When partner personnel change, the new rep inherits complete deal context (every stakeholder conversation, every timeline update, every committed next step). No rebuilding relationships or requalifying the opportunity.
Plus, all deal activity automatically syncs to your CRM. No manual updates. No Sunday night admin work for your reps.
Stop coordinating, and start executing
Partner execution shouldn't require heroic coordination efforts. When you have the right infrastructure, partnerships scale:
- New partners ramp consistently using your proven onboarding playbook instead of reinventing the process each time.
- Co-sell deals move faster when both teams work from one workspace with shared context and clear ownership.
- You know what's working based on execution data synced to your CRM, not subjective quarterly reviews.
Accord turns partner execution into a systematic process. Learn more by booking a demo.
