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Don't worry, by accepting an invitation or by inviting a partner, you do not give access to sensitive data to your partner.
To make sure that you share only the data you want to share, there are indeed two steps to share data with a partner on Sharework:

  • Step 1: Partnership assessment:
    Upon acceptance by the invited partner of the invitation to connect on Sharework, both partners will be notified within 24 hours that the Partnership overview is available.
  • Step 2: Detailed Account Mapping:
    It's only upon express approval from both partners, that access to the detailed account mapping will be granted to both partners, including: 


1. Partnership assessment

Upon acceptance by the invited partner of the invitation to connect on Sharework, both partners will be notified once the matching has been computed that the Partnership overview is available.

The Partnership overview displays only statistical data about your partnership such as: 

  • Market overlap (to identify if you sell to the same kind of companies)
  • Persona overlap (to identify if you sell to the same kind of people)
  • Number of common customers
  • Number of common active prospects (prospects with at least one active opportunity)
  • Number of their prospects that are your customers (and the other way around)
  • Number of common prospects


Please note that this is the only data that your partner will be able to see once you accept their invitation to connect. The detailed pipe review including names of prospects, customers, etc. will be made available to your partner only upon a specific approval from both partners.


2. Detailed account mapping


Once you've established that a partner has a high potential of synergies with you based on the partnership assessment, you may want to go further with some trusted partners by sharing with them the detailed Account Mapping.
It's only upon express approval from both partners, that access to the detailed account mapping will be granted to both partners, including: 

  • List of common customers
  • List of common active prospects
  • List of your partner's prospects that are your customers (and the other way around)
  • List of other common prospects
  • List of common partners


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