Co-Selling & Referral Tracking

Grow Revenue Expansion Channels Updated July 2026

Co-Selling & Referral Tracking — Tracking deals sourced or influenced by partners — referrals, marketplace co-sell, joint pursuits — so credit and payouts land correctly. Attribution reads from deal registration and the CRM, and it feeds the commission and partner-payment systems downstream.

Where it sits in the lifecycle

Co-Selling & Referral Tracking lives in the Expansion Channels phase of Grow Revenue — the stage where you retain, expand, and compound revenue on the platform. In the corpus tool index this phase maps to the Billing and CRMcategories.

Tools that support it

  • Crossbeam Core 1 in corpus
  • PartnerStack Core 1 in corpus Tracks sourced and influenced revenue across affiliate, referral, and reseller motions.
  • Clazar Supported co-sell workflow with cloud provider sales organizations
  • Suger Supported Co-sell opportunity sharing with cloud provider sales teams, synced to the CRM
  • Tackle Supported Co-sell opportunity submission and tracking with cloud provider field teams, synced to CRM

Related modules in Expansion Channels

Reseller & Indirect Channel Billing Partner Margin & Price Governance Revenue Expansion Intelligence Customer Self-Service Commerce Consumption-to-Commit Conversion Cross-Sell & Upsell Recommendations Expansion Opportunity Scoring Net Revenue Retention Analytics Customer Advocacy & References Win/Loss Intelligence Contract Value Optimization Partner Deal Registration Partner Onboarding & Certification Loyalty & Rewards Programs Customer Marketing Campaigns
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