Virtual sessionLive online · 3 hours · Hands-on
A hands-on session on co-sell, funding and AI workflows in your CRM
A live online session for partner teams on HubSpot or Salesforce. Work through real co-sell, funding and AI agent workflows in a ready-made environment, with our team guiding you throughout.
- DateMon, Nov 23, 2026
- Time10 AM – 1 PM PT1 PM – 4 PM ET
- WhereOnlineJoin from your browser
- CostFree to attendLimited seats
Small group, so every attendee gets live, one-on-one support.
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Why attend
Run your AWS partner motion from the CRM your sellers already use.
Co-sell deals are keyed in twice, funding requests are rebuilt by hand, and AI agents can't reach the data they need. In three hours, you'll work through each of these yourself, live and guided.
Stop double entry. Manage AWS opportunities, deal updates and AWS status straight from HubSpot or Salesforce.
Get funding faster. Build MAP, POC and MDF requests from the opportunity data you already have.
Put AI agents to work. Use AI assistants connected through SaaSify's MCP to enrich AWS leads, answer pipeline questions and draft sales plays.
Leave with a working setup. A repeatable co-sell and funding process, and ideas to cut manual partner operations work.
How the virtual session works
Join from anywhere. We set up everything else.
A live online session with guided, hands-on exercises and support from our team throughout.
You bring
- A laptop with a modern browser
- A stable internet connection
- Zoom installed or open in your browser
We provide
- A HubSpot or Salesforce workshop CRM
- A Partner Central connection through SaaSify
- The MCP connection for your AI assistant
- Realistic sample data and live help
Agenda
Three hours, three hands-on sessions.
Monday, November 23. All times Pacific; add three hours for Eastern.
- 3hExpert-led
- 3Hands-on labs
- Q&AWith our team
- 10:00 – 10:15
Welcome and environment check
Log in to your workshop CRM and SaaSify workspace with our team on hand.
- 10:15 – 10:30
Kickoff: from Partner Central agents to your CRM
- 10:30 – 11:10
Session 01Hands-on · 40 min
Co-sell in your CRM
Create an AWS opportunity in HubSpot or Salesforce, sync it to Partner Central and watch status flow back.
- 11:10 – 11:50
Session 02Hands-on · 40 min
Funding automation
Build and submit a MAP, POC or MDF request from your opportunity data.
- 11:50 – 12:00
Break
- 12:00 – 12:40
Session 03Hands-on · 40 min
Agentic workflows
Connect an AI assistant to SaaSify over MCP, enrich an AWS-referred lead and generate a sell-ready sales play.
- 12:40 – 1:00
Advanced demo and Q&A
Who should attend
Built for the people who run AWS co-sell.
Partner Alliance Managers and Directors of Alliances
Partner Sales Leaders and BD Leaders
RevOps, Sales Ops and Funding Operations teams
FAQ
Good to know before you join.
How hands-on is it?
Very. Most of the three hours is spent working in your own workshop environment, with our team on hand to help.
Is it free?
Yes, there's no cost to attend.
Do I need my own CRM, Partner Central access or an AI subscription?
No. Everything runs in a workshop environment we set up for you.
I'm not on Pacific Time. Can I still join?
Yes. The session runs 10 AM – 1 PM PT, which is 1 PM – 4 PM ET.
Will the session be recorded?
The session is built around live, hands-on work, so we recommend joining live. Registered attendees receive a follow-up email with the session materials.
Limited seats · Free
Your seat is waiting. Join us on November 23.
Three hours, hands-on, with our team guiding you throughout.