Microsoft to Launch Joint Planning Initiative for Enhanced Customer Portfolio Planning in 2025

November 26, 2024 Microsoft Partner News

As of January 15, 2025, Microsoft sellers and their partners will have the opportunity to enhance their customer portfolio planning. This initiative allows partners to leverage their expertise and track joint planning leads identified by Microsoft sellers. The collaborative effort is designed to improve alignment and cooperation throughout the leads-management cycle.

This new approach will be implemented through the Partner Center, allowing partners to be actively involved in portfolio planning. The aim is to ensure a seamless integration that will benefit all parties involved.

Partners can expect several key features after the general availability on January 15. These include collaboration on pipeline targets, where sellers can utilize their partners' expertise and capabilities to assist with customer account planning activities. Partners will be able to track and engage with the leads identified by Microsoft sellers, ensuring alignment with their customers' needs and priorities.

Another significant feature is the provision of real-time updates and progress monitoring. Both partners and sellers will be able to receive real-time updates on the progress of deals and initiatives. This feature will keep all parties informed and allow them to be proactive in their approach. The real-time updates will also help to strengthen the seller-partner relationship by ensuring alignment on all fronts.

The Referrals workspace is a key tool for partners looking to grow their business. It provides a platform for partners to receive leads from Microsoft sellers and engage with them effectively. Partners are encouraged to learn more about how they can leverage this workspace to their advantage.

In conclusion, the joint planning initiative set to begin on January 15, 2025, promises to bring about a new era of collaboration and alignment between Microsoft sellers and their partners. It is an exciting development that all partners involved in co-selling should look forward to. More updates will be provided after the general availability on January 15, so partners are advised to check back for more information.

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