Partner scoring
Every partner ranked on customer overlap, strategic fit and readiness. Open any score and every input behind it is there, so the team agrees on where to invest.
The problem
Most partner programs rank partners once, in a spreadsheet, on gut feel. The tier never changes, nobody remembers why it was set, and the partners that matter compete for attention with the ones that do not.
How it works
Import the list or add partners one by one. Firmographics, contacts and history sit on one page per partner.
Customer overlap, strategic fit and readiness, weighted the way your program works. Change a weight and every rank updates.
Filter by tier, status and region, and spend time with the partners at the top of the list.
No black box. A score shows the overlap, fit and readiness behind it, and each of those shows where its number came from.
Contacts, meetings, referrals and events for a partner in one place, so a handover takes minutes, not a week of digging.
Every organization's data is kept apart in the database, every role is checked on every request, and the changes people make land in an audit log your admins can export.
Three inputs: customer overlap, strategic fit and readiness. Your team sets how much each counts, and every score shows the inputs behind it.
No. Scores come from fixed rules you can read and adjust. AI in Coselly drafts content; it never ranks partners.
Yes. Admins set the weights for the organization, and every rank updates to match.
Yes, as a CSV file that opens in Excel or Google Sheets, filtered the way you see it.
A 30-minute walkthrough on your program, then your workspace set up with you.