What Can You Do with Joint Business Plans

Joint Business Plans provide a workspace where channel managers and partners can set a shared strategy, create measurable objectives, build action plans, and collaborate with partners.

Set a Shared Strategy

• Define account vision, strategic priorities, and go-to-market focus areas.
• Identify enablement needs, marketing efforts, and co-selling motions.

Create Measurable Objectives—track KPIs across partner-specific entities such as:

• Partner-led opportunities
• Market Development Funds (MDF)
• Enablement programs
• Deal registrations
• Loyalty and referrals

Note Sales Pipeline Value, MDF Claimed, and Enablement Programs Completed are some of the standard measures that you customize.

Build Action Plans—Assign tasks and activities that help both teams stay aligned, such as:

• Co-selling targets
• Certification and enablement milestones
• MDF execution steps
• Lead follow-up and deal registration goals

Collaborate with Partners—Partners can view (and optionally edit) the joint account plans in Partner Central using standard permission sets.