Co-selling
Technology partner
Service partner

What are the best ways to create alignment and trust between sales teams and partners to ensure smooth co-selling? Are there any blockers/red flags I should watch out for?

4 Answers
Javier De Bustos Lozano avatar
Javier De Bustos Lozano
Creatio Partner Manager Latin America
Like in any human relationship, COMMUNICATION is the basis of everything. With clear communication, trust can be built, and having trust, good things start happening in the ecosystem. I usually try to engage AE´s with partner executives from the early stages of the onboarding so that we can build a startegy together. Red Flags should be raised when communication is broken.
Autumn Carter avatar
Autumn Carter
Dataiku Partner Sales Lead, North America
First – see my answer to “What’s the absolutely best way to coordinate those early co-selling conversations between AEs and the prospect?” above A tip for increasing mutual trust is having key partners join for the last 30 minutes at the end of your sales team’s QBRs to get really specific on where they can help your team & your clients. These partner QBR presentations can also be followed by a partner + sales team happy hour or dinner, providing an ideal opportunity to get both teams comfortable with one another and excited to collaborate! To the second part of your question, here are couple of co-selling red flags I’d keep an eye out for: - Don’t just show up with your hand out - In a situation where the partner is making an introduction to a greenfield account for your company, ensure your AE has at the very least researched the account thoroughly (for some Target accounts, maybe your partner team even contributes to the account research). Ideally, you & your sales team can also come prepared with specific use cases and case studies that you think the end client could be interested in – show these to the partner and get their feedback as to how they anticipate the client will respond. - Prevent “co-opetition” with partners - If you’re working with a services partner on an opportunity, be careful that your sales team maintains a care to detail - down to adjusting their standing desks - to avoid any faux pas such as: positioning or promoting your company’s own internal services over a partner’s in a co-sell situation, or including your partner’s competitor’s logo in a client-facing presentation. - Avoid Client Engagement Friction - I’ve seen countless situations in which a prospect goes dark on one or both parties. For example, perhaps your team is having a hard time progressing procurement conversations, but the partner continues to have regular syncs with the client. Or conversely, the partner stops hearing from the client, while your team’s conversations continue. Sometimes, the fear of deal slip or progress slowdown will make your sales team want to join a standing partner call. The best way to avoid friction is to keep honest, consistent communication with your partner. I recommend standing 15 min weekly or biweekly syncs, or even creating a joint Slack channel or group GChat to make it easy for both teams to provide quick updates. Whenever possible, try not to “ambush” the client by having a partner unexpectedly join your sales team’s call with the client, or having your sales team join a standing partner + client call. Instead - ask a specific question on behalf of your partner, or have the partner take specific questions to their own client call!
Lamia oumeddour avatar
Lamia oumeddour
Freshworks Head of Channels Continental Europe
The best way to create alignment between the sales team and partners is to ensure that both sides have a clear understanding of the value of their collaboration. When sales teams recognize how partners contribute to their success—and vice versa—it fosters stronger engagement and more effective teamwork. Choosing the right partners is essential. Partners should be carefully selected based on their ability to help the sales team achieve its goals rather than just broad market coverage. A fair and transparent partner program strengthens alignment by ensuring that both teams are working toward a shared objective, rather than competing against each other. Building trust and strong relationships is key. At the end of the day, sales teams will naturally work more closely with the partners they know, trust, and see as valuable allies. Encouraging frequent collaboration and open communication helps deepen these connections. However, challenges can arise—especially if the channel team and sales team are not aligned or have different priorities. This is why having shared OKRs and clear, measurable goals is crucial. When both teams operate with the same objectives and priorities, collaboration becomes more seamless, driving better results and long-term success.
Bradley Johnston avatar
Bradley Johnston
Opensend Director of Partnerships
5 Keys to Co-Selling Alignment & Trust: 1. Shared Goals & Metrics: align on KPIs like revenue, pipeline influence, and deal ownership. 2. Clear Co-Selling Process: use account mapping tools and define lead-sharing workflows. 3. Sales Enablement: train teams on product positioning, ICP fit, and joint playbooks. 4. Consistent Communication: hold bi-weekly syncs and use shared dashboards for real-time updates. 5. Trust & Accountability: ensure fast lead follow-ups, fair deal handling, and transparency. Red flags to watch for: - Misaligned incentives - Slow follow-through - Competing priorities - Data hoarding - No exec buy-in