Accelerate Your Coselling Strategy with Joint Planning
Microsoft has announced a new feature in Partner Center called Joint Planning, designed to help partners streamline their coselling process and accelerate revenue growth by connecting directly with Microsoft sellers on shared customer accounts.
Joint Planning is an always-on process that provides CSP partners with early access to high-quality customer leads and greater visibility into Microsoft sellers' territory prioritization efforts. By participating in this initiative, you can manage customer opportunities more efficiently and turn them into scalable, repeatable revenue streams.
Key Benefits of Joint Planning
Integrating Joint Planning into your sales strategy offers several competitive advantages:
- Streamlined Operations: Manage Joint Planning customer leads, convert them into co-sell opportunities, and track performance all in one Partner Center workspace—eliminating manual processes and reducing friction.
- Customer Intelligence: Leverage insights from Microsoft seller data to understand customer needs better and customize your service offerings accordingly.
- Revenue Acceleration: Transform Joint Planning into a repeatable, scalable sales motion that drives consistent growth across your customer base.
- Strategic Timing: Prepare the right offers and engage customers at the right time, improving deal velocity and closing rates.
Who Should Use Joint Planning?
Joint Planning is primarily targeted at CSP (Cloud Solution Provider) partners looking to expand their Microsoft business. If you work with Small Medium Enterprises and Channel (SME&C) customer segments, this feature is particularly valuable for coordinating with Microsoft's direct sales force.
Getting Started with Joint Planning
Microsoft has provided comprehensive training and resources to help you implement Joint Planning effectively:
- Training Resources: Review the Joint Planning training guide to understand best practices and operational workflows.
- Detailed Documentation: Explore Joint Planning leads in Partner Center for step-by-step implementation guidance.
What's Different About Joint Planning?
Unlike traditional referral processes, Joint Planning operates as a continuous initiative with dedicated Partner Center workflows. You're not waiting for referrals to come in—you're actively participating in customer account planning with Microsoft sellers. This collaborative approach means:
- Clearer visibility into Microsoft's account strategy
- Real-time customer insights for better planning
- More opportunities to align service offerings with customer needs
- Stronger partnerships with Microsoft sales teams
Taking Action
If you're a CSP partner looking to strengthen your Microsoft relationships and accelerate coselling opportunities, now is the time to get involved. Review the training resources, familiarize your team with the Joint Planning workflow, and start leveraging this new capability to drive growth.
TL;DR
- Joint Planning is live: New Partner Center feature for CSP partners to coordinate with Microsoft sellers on shared customer accounts
- Key advantage: Streamlined workflow combining lead management, opportunity tracking, and performance visibility in one place
- Who benefits: CSP partners working with SME&C customer segments looking for scalable coselling growth
- Next step: Review training resources and enable Joint Planning in your Partner Center account
- Impact: Earlier access to customer leads and clearer visibility into Microsoft sales territory priorities