Gamut
Sales & Pipeline

Partnerships Co-Sell Engine Agent

Turn partner account overlap into warm co-sell introductions and keep joint pipeline moving on its own.

Updated

Connects with

SalesforceSalesforceHubSpotHubSpotCrossbeamCrossbeamRevealRevealSlackSlack
Download template

The problem it solves

Partnerships and sales teams lose co-sell deals to manual coordination: nobody knows which open opportunities a partner can warm-introduce, deal registrations expire unnoticed, and partner contacts go quiet between updates. This agent reads your CRM and partner overlap data to surface warm introduction paths, watch registrations, and keep partners informed automatically, so joint pipeline keeps moving without constant hand-offs.

Who it's for

  • Partner / alliance managers running a co-sell motion
  • Heads of partnerships at B2B SaaS and tech companies
  • Account executives who source pipeline through partner referrals
  • Channel and ecosystem teams managing deal registrations
  • RevOps teams supporting joint go-to-market programs

What it does

  1. 1

    Connect CRM and overlap data

    It links to your HubSpot or Salesforce account and your partner overlap source — Crossbeam, Reveal, or an exported spreadsheet.

  2. 2

    Analyze account overlap

    It compares your open opportunities against partner account lists to find deals where a partner already has a relationship.

  3. 3

    Surface warm co-sell paths

    For each overlapping account it identifies the right partner contact and summarizes the context — partnership tier, shared customer, or mutual prospect — so reps know the best angle for an introduction.

  4. 4

    Track deal registrations

    It monitors registrations in your partner portal or CRM and flags stale entries, pending approvals, and deals at risk of expiring.

  5. 5

    Report on joint pipeline

    It aggregates co-sell pipeline by partner, stage, and expected close date and delivers a summary on the cadence you choose.

  6. 6

    Draft partner updates

    When a co-sell deal advances, stalls, or closes, it drafts a status update to the partner contact over Slack or email for your review.

  7. 7

    Deliver on your cadence

    It sends summaries and notifications to the channels and people you designate, keeping partners and reps aligned without manual follow-up.

Key benefits

  • Find warm introduction paths hiding inside your CRM and partner overlap data
  • Stop losing deals to expired or stale partner registrations
  • Give every co-sell rep the partner context they need before reaching out
  • Keep partner contacts informed with timely, accurate status updates
  • Cut the manual coordination between partnerships and sales teams
  • Get joint pipeline reporting by partner, stage, and close date on a set cadence

Sample use cases

An AE opens a new enterprise opportunity that matches an account a strategic partner already sells into.

The agent flags the overlap, names the partner contact and relationship context, and drafts an introduction request so the rep can act on a warm path same day.

A registered co-sell deal is approaching its registration expiry with no recent activity.

The agent surfaces the stale registration before it lapses and notifies the owner so the deal protection stays intact.

The partnerships team needs a weekly read on joint pipeline health.

The agent delivers a summary grouped by partner, stage, and expected close date to the team channel without anyone building the report by hand.

A co-sell deal moves to closed-won.

The agent drafts a status update to the partner contact celebrating the win and keeping the relationship warm for the next opportunity.

Key integrations

  • Salesforce

    CRM source for accounts, contacts, and opportunities; one of the two supported CRMs.

  • HubSpot

    CRM source for accounts, contacts, and deals; the alternative supported CRM.

  • Crossbeam

    Partner overlap platform used to identify shared accounts and warm co-sell paths.

  • Reveal

    Partner ecosystem platform used as an alternative source of account overlap data.

  • Slack

    Team channel for pipeline summaries, registration alerts, and partner-facing update drafts.

Co-sell revenue lives in the overlap between your accounts and your partners' accounts, but that overlap is usually buried across a CRM, a partner platform, and a pile of spreadsheets. This agent does the cross-referencing continuously so warm introduction paths, expiring registrations, and joint pipeline changes surface as they happen instead of weeks later.

Because it reviews and drafts rather than acting silently, it fits cleanly alongside whatever partner relationship management software or process you already run — handling the repetitive coordination while your partnerships and sales teams decide what to send and which paths to pursue.

Getting started

  1. Import the workspace — Drag the template zip into the Gamut agent import dialog to load the Partnerships Co-Sell Engine into your workspace.
  2. Run agent onboarding — A setup session starts automatically and interviews you about your CRM, overlap tool, notification channel, cadence, and thresholds, then connects the required accounts.
  3. Give it a first task — Ask the agent to scan your open opportunities for partner overlap or to summarize current joint pipeline, and review what it surfaces.

Frequently asked questions

What is the Partnerships Co-Sell Engine agent?

It is an agent that acts like partner relationship management software focused on co-sell: it finds warm introduction paths through partner overlap, tracks deal registrations, reports on joint pipeline, and drafts partner-facing updates across your CRM and partner tools.

Does the agent take action without my approval?

No. It surfaces overlaps, flags at-risk registrations, and drafts partner updates for your review, so a human stays in control of what gets sent and registered.

Which systems does it work with?

It connects to HubSpot or Salesforce for CRM data, Crossbeam, Reveal, or an exported spreadsheet for partner overlap, and Slack for notifications, with optional partner portal or PRM data for deal registrations.

How is this different from generic partner relationship management tools or doing it manually?

Rather than asking you to maintain another dashboard, this agent reads your existing CRM and overlap data and does the cross-referencing, registration watching, and update drafting for you — the coordination work a manual process or a generic partner relationship management system leaves to your team.

Can it replace a full partner relationship management system?

It complements one. If you already run a PRM it tracks the deal registration data inside it, and if you do not, it gives a partnerships team the warm-path discovery, pipeline reporting, and partner updates that matter most for co-sell.

How much does it cost?

The template is free to import into Gamut. You only bring your own accounts for the CRM, partner overlap tool, and Slack that it connects to during onboarding.