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Partner Sales Agent
Create and track Microsoft partner referrals, with workflow automation and AI insights.
Partner Sales Agent
Bring referral management into the sales workflow
The agent creates and tracks Microsoft partner referrals, adding workflow automation and insights to work that is otherwise manual.
Referral boundary
Support the handoff without promising the close
The agent handles referrals and their workflows; it does not promise that a deal will close.
- Create the partner referral.
- Track it through the relevant workflow.
- Use available insights while the sales team owns the deal decision.
Put referral admin inside the sales workflow
Bring the referral process you run today and the systems it has to touch.
Want to learn more?
Explore the rest of the site or get in touch with the team.
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