Webinar: Achieve Successful Co-Selling with Partners

Increase Revenue

Designed by revenue leaders, for revenue leaders. 

Forecastable Managed Services

Forecastable’s unique value proposition is a managed services offering for CEOs and CROs that features Advisors and Sales Administrators using Forecastable’s SaaS workspaces to expedite the time it takes to find, work, and close sales across teams.  Our services extend the reach of CEOs/CROs and our facilitation ensures your playbook is being executed.  Reps do not need to learn or use new tech, just attend meetings and then work your process.

Improve B2B Sales Execution
and Collaboration

across teams delivering higher sales results without the burden of learning and using additional technology. 

We combine our services and technology with your existing technology investments to provide unparalleled insight into what’s really happening in accounts & opportunities, removing “blind spots” that contribute to failure. 

Maximize ROI 
From Your Existing Tech Stack

To meet the challenge of doing more with less, we offer both a fully-managed/outsourced service as well as a hybrid model, which is a combination of managed services and self service.

Our Services ensure further ROI is realized from your current tech stack: i.e. CRM, Clari, Gong, Crossbeam, Reveal, and LinkedIn Sales Navigator.

How It Works

Forecastable’s approach to fostering collaboration (managed services + our proprietary tech) means you can build this capability fast (live in 30 days), with your existing tech stack, and without distracting the revenue teams with additional training.

Welcome & Go-to-Market Strategy Alignment

Configure Sales Collaboration & Monitoring Platform

Introduce & Deploy Execution Resources

Weekly or Bi-Weekly Performance Reports Delivered

Program Resources Adjusted Based on Actual Performance

Welcome & Go-to-Market Strategy Alignment

Configure Sales Collaboration & Monitoring Platform

Introduce & Deploy Execution Resources

Weekly or Bi-Weekly Performance Reports Delivered

Program Resources Adjusted Based on Actual Performance

Our Technology

Forecastable’s revenue collaboration workspaces facilitate execution excellence through centralized deal management and features that create more wins. Buyer maps, mutual action plans, sales playbooks, and more ensure that teams can quickly identify opportunities, understand the dynamics of the buying group, and develop a shared plan to work or manage an account together. 

Outcome #1

Achieve peak pipeline volume by surfacing co-selling opportunities to your sales team
Overlap Data Powered by:
and

Common Challenges

Below-Average Pipeline

Not achieving optimal pipeline by leveraging partner network

Lack of Preparedness

Lack of partner account intelligence and advocacy

Unclear
Sales Plays

Sales reps don’t know what plays to run with each partner and why

Outcome #2

Achieve unparalleled win rates by systematically building consensus across an informed and decisive buying group

Common Challenges

Ineffective
Influence

Without alignment on “who’s who in the zoo” and individual stakeholder-conversion plans, there’s risk

Fragmented
Efforts

Without a unified plan as a unified front, the likelihood of a slipped deal in forecast increases meaningfully

Communication Silos

Most deal communications are scattered between email, messenger, and call recordings

Outcome #3

Introduce partner-involved sales-cycle predictability through tightly-aligned joint mutual action plans (Co-Sell Plans)

Common Challenges

Stalled Sales Cycles

Not all slipped deals are preventable, but the lion’s share are

Limited Visibility

No visibility into co-sell deal activities outside of basic CRM data

Unreliable Forecasts

It’s not the field’s fault. There’s not a school for this stuff. Well, until now.

Use Cases

Revenue teams who need to collaborate on an account or deal come in all flavors. Forecastable’s managed services are utilized to facilitate improved collaboration and execution amongst account teams, partner teams, and marketers through a number of use cases.
Here are a few examples of where Forecastable can help you win more. 

Partner Co-Sell

Two or more partners with complementary offerings come together to provide a holistic solution to a shared customer need and work collaboratively to sell together.

Common Challenges

  • Sales cycles lack a unified approach selling to customer stakeholders  
  • Uncoordinated sales plans lead to flawed sales execution and losses
  • Communication gaps and late updates lead to poor visibility and inaccurate forecasts

Forecastable Solution

Forecastable Co-Sell Advisors, Alignment Specialists (Project Admin), and SaaS technology are used to facilitate and enable more effective joint selling between account teams within an opportunity/account. Co-selling is best suited for selling alongside partners not through partners.
Featured Resource:
|

Specialized Sales Teams

Team selling is a collaborative, account-based sales approach where two or more team members work together to win business—rather than on their own. It can also entail a more comprehensive strategy to handle complex deals and cross-functional teams (sales, delivery, leadership, customer success) to collaborate throughout the sales cycle.

Common Challenges

  • Sales cycles lack a unified approach selling to customer stakeholders  
  • Uncoordinated sales plans lead to flawed sales execution and losses
  • Communication gaps and late updates lead to poor visibility and inaccurate forecasts

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to facilitate and enable more effective joint selling by account teams and sales specialists from the same company within an opportunity/account.
Featured Resource:
|
TBD

Partner Recruitment/Expansion

B2B partnerships can be very impactful and help businesses grow. They can provide access to new markets and customers, generate additional revenue, and expand a company’s reach.

Common Challenges

  • Driving a higher ROI from partnerships
  • Need to better leverage large partner ecosystems
  • Obtaining more visibility on execution to influence and achieve success

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology plan, coordinate, and execute the acquisition of incremental partners.

Global Account Teams

Enable reps who are not experienced at enterprise sales to rapidly shift to enterprise, upmarket selling.

Common Challenges

  • Sales cycles lack a unified approach selling to customer stakeholders  
  • Uncoordinated sales plans lead to flawed sales execution and losses
  • Communication gaps and late updates lead to poor visibility and inaccurate forecasts

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to facilitate and enable more effective joint selling by global and local account teams worldwide.
Featured Resource:
|
TBD

Moving Upmarket

Selling into and managing accounts at highly-matrixed, global organizations means increased complexity collaborating toward the common goals of co-creating customer value and closing more deals.

Common Challenges

  • Many startup reps lack experience selling to large, mid-market and enterprise accounts
  • Companies need to move faster than most training approaches enable
  • Startup leaders lack sufficient visibility on sales execution

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to facilitate and enable more effective joint selling by global and local account teams worldwide.

Partnerships for Startups

For B2B startups, embracing partnerships as a strategic growth lever is not just advantageous; it’s essential. By fostering these relationships, you can unlock new avenues for revenue and scale your business to new heights.

Common Challenges

  • Lack of partners contributing revenue
  • Lack of expertise to design a program
  • Lack of resources to acquire partners and manage co-selling execution

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to deliver:
  • Strategic planning & design of a Partner Revenue Program
  • Operational planning & set up
  • New partner acquisition
  • Co-selling execution
Featured Resource:
|
Small Business, Big Impact: 5 Ways To Generate Revenue Through Partnering for SMBs

Partner MDF Facilitation & Monitoring

Instead of just giving channel partners a blank check and marketing materials while hoping for the best, provide them with a source to learn how to use them.

Common Challenges

  • Improving ROI from market development funds provided to partners
  • Lack of visibility of how funds are used
  • Underutilization by partners

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS Technology are used for partner marketing teams and partner managers to facilitate and monitor the successful use and ROI on invested Market Development Funds.

Partner Co-Sell

Two or more partners with complementary offerings come together to provide a holistic solution to a shared customer need and work collaboratively to sell together.

Common Challenges

  • Sales cycles lack a unified approach selling to customer stakeholders  
  • Uncoordinated sales plans lead to flawed sales execution and losses
  • Communication gaps and late updates lead to poor visibility and inaccurate forecasts

Forecastable Solution

Forecastable Co-Sell Advisors, Alignment Specialists (Project Admin), and SaaS technology are used to facilitate and enable more effective joint selling between account teams within an opportunity/account. Co-selling is best suited for selling alongside partners not through partners.
Featured Resource:
|

Specialized Sales Teams

Team selling is a collaborative, account-based sales approach where two or more team members work together to win business—rather than on their own. It can also entail a more comprehensive strategy to handle complex deals and cross-functional teams (sales, delivery, leadership, customer success) to collaborate throughout the sales cycle.

Common Challenges

  • Sales cycles lack a unified approach selling to customer stakeholders  
  • Uncoordinated sales plans lead to flawed sales execution and losses
  • Communication gaps and late updates lead to poor visibility and inaccurate forecasts

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to facilitate and enable more effective joint selling by account teams and sales specialists from the same company within an opportunity/account.
Featured Resource:
|
TBD

Partner Recruitment/Expansion

B2B partnerships can be very impactful and help businesses grow. They can provide access to new markets and customers, generate additional revenue, and expand a company’s reach.

Common Challenges

  • Driving a higher ROI from partnerships
  • Need to better leverage large partner ecosystems
  • Obtaining more visibility on execution to influence and achieve success

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology plan, coordinate, and execute the acquisition of incremental partners.

Global Account Teams

Enable reps who are not experienced at enterprise sales to rapidly shift to enterprise, upmarket selling.

Common Challenges

  • Sales cycles lack a unified approach selling to customer stakeholders  
  • Uncoordinated sales plans lead to flawed sales execution and losses
  • Communication gaps and late updates lead to poor visibility and inaccurate forecasts

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to facilitate and enable more effective joint selling by global and local account teams worldwide.
Featured Resource:
|
TBD

Moving Upmarket

Selling into and managing accounts at highly-matrixed, global organizations means increased complexity collaborating toward the common goals of co-creating customer value and closing more deals.

Common Challenges

  • Many startup reps lack experience selling to large, mid-market and enterprise accounts
  • Companies need to move faster than most training approaches enable
  • Startup leaders lack sufficient visibility on sales execution

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to facilitate and enable more effective joint selling by global and local account teams worldwide.

Partnerships for Startups

For B2B startups, embracing partnerships as a strategic growth lever is not just advantageous; it’s essential. By fostering these relationships, you can unlock new avenues for revenue and scale your business to new heights.

Common Challenges

  • Lack of partners contributing revenue
  • Lack of expertise to design a program
  • Lack of resources to acquire partners and manage co-selling execution

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS technology are used to deliver:
  • Strategic planning & design of a Partner Revenue Program
  • Operational planning & set up
  • New partner acquisition
  • Co-selling execution
Featured Resource:
|
Small Business, Big Impact: 5 Ways To Generate Revenue Through Partnering for SMBs

Partner MDF Facilitation & Monitoring

Instead of just giving channel partners a blank check and marketing materials while hoping for the best, provide them with a source to learn how to use them.

Forecastable Solution

Forecastable Advisors, Alignment Specialists (Project Admin) and SaaS Technology are used for partner marketing teams and partner managers to facilitate and monitor the successful use and ROI on invested Market Development Funds.

Expected Outcomes

Training and enablement alone does not provide sufficient monitoring and guidance on execution to ensure success. Win more with facilitated collaboration and aligned execution.

Increased
Revenue

Assurance the GTM Strategy & Sales Process is Followed

Elevated
Cross-Company Collaboration

Disciplined
Account Planning & Opportunity Execution

Enhanced
Communication & Visibility

Upskilled Sales Execution (Mid-Market & Enterprise)

Real People, Real Results

Perfect for Long, Complex Sales Cycles

“At Interos, our typical sales cycle is about four to six months and involves anywhere from five to fifteen+ people.
We know that it is critical to have well-thought through close plans as well as a strong understanding of who our buyers are in terms of support and influence.

Forecastable not only helps us to think through all of the steps and all of the people involved in a simple and easy-to-use approach, but also allows us to crack how well our teams are using and getting value from the platform.”

|
Vice President, Sales Strategy & Operations

Crazy-Simple
Org Mapping & Planning

“I love using Forecastable to help with my account plans and keeping up with any org changes. The platform makes it incredibly simple to drag and drop contacts in and move them around the organization.
I also love that I can share my Org Charts with my ecosystem and have them add to them as well. The “Planning” section allows me to break down my organizations even more.
I have saved countless hours since switching from Lucid Chart to Forecastable.”
|
Global Account Director

35% Increase
in Partner-Sourced Pipeline

Utilizing Forecastable has resulted in over a 50% increase in targeted-partner meetings and contributed a 35% increase in partner-sourced sales pipeline.

Forecastable has also enabled us to establish stronger executive and field-level relationships through a more-systematic approach, contributing higher value working alongside one of our most-important Partners, HubSpot.

We view Forecastable’s technology and services as a critical enabler of our continued revenue growth and expansion of our technology and services partner program.

|
CEO

Frequently-Asked Questions
on Forecastable Use Cases

Business-to-business companies that need to improve collaboration and execution with external or internal teammates. Training and enablement alone does not provide sufficient monitoring and guidance on execution to ensure success.

Forecastable provides managed services where consultants known as Advisors use our SaaS technology either for or with your team members to drive better execution in accounts, opportunities, and partners across teams. The platform has an open API to integrate with your CRM as well as other third party apps such as Crossbeam or Reveal for their account overlap data.

A Forecastable Advisor hosts and leads recurring meetings aligned with your go-to-market strategy and playbook to facilitate collaboration & execution guided by our best practices in our shared online workspaces. They deliver objective and invaluable coaching, guidance, and oversight. Sales admin resources known as Alignment Specialists schedule meetings, update information, and provide reports.

Users of Forecastable are our Advisors and Enablement Specialists on behalf of your reps, partner managers, CSMs and other related team members, extending the reach of your leadership and management teams. Their work can be integrated with your current management team or they can work independently and provide weekly updates.

  • Increased earnings from closing more accounts/sales
  • Increased collaboration contributes to more wins
  • Project admin resources free up time obtaining updates and/or status reporting
  • Ability to share relevant information across CRM systems
  • Receive coaching from an objective third-party Advisor
  • Better account/opportunity/customer org visibility across teams
  • Increase individual contributor and frontline manager skills through exposure to our structured process and approach
  • Improved visibility of account overlaps between partners
  • Improved visibility into the professional networks of your board members, investors, advisors, and executives, so your teams can explore contact overlaps between partners
  • Increased revenue through more wins
  • Assurance their playbook/strategy is executed
  • Increased odds of success/longevity
  • Receive better intelligence, visibility, and control 
  • Identify issues sooner and take course-corrective action
Users of Forecastable are our Advisors and Enablement Specialists on behalf of your Reps, Partner Managers, CSMs and other related Team members, extending the reach of your leadership and management teams. Their work can be integrated with your current management team or they can work independently and provide weekly updates.