WeTransact for Salesforce: Co-Sell deals and Private Offers creation

WeTransact for Salesforce 🆕

Run your Microsoft Marketplace motion without leaving your SalesForce CRM.

WeTransact is now available on Salesforce AppExchange. Your sales team can now register Co-Sell deals and create Private Offers directly from any Salesforce Opportunity, with everything syncing back to WeTransact automatically. No more switching tabs, no more chasing reps to register deals in another tool.

What's now possible:

• Co-Sell from Opportunity pages : Launch the Co-Sell Wizard from any Salesforce Opportunity and register the deal with Microsoft without leaving your CRM.
• Private Offers from Opportunity pages : Create and manage Private Offers right next to the deal they belong to, with offer status and sync status visible at a glance.
• Two-way sync with WeTransact : Deal status, offer status, and sync status update automatically in both systems, so your Salesforce data stays in line with your Marketplace activity.
• MACC Eligibility: Check if an account is MACC-Eligible directly from the CRM without having to switch tabs.

What this means for you:

• Sales teams stay in Salesforce ( where they already work )= and Co-Sell registration stops being an afterthought
• Marketplace data lives next to the Opportunity, giving leadership and RevOps a full picture of every deal
• No more "did anyone register that deal?" . You can look it upright there on the Opportunity page

How to get it

Your Salesforce admin can install WeTransact for Salesforce directly from the AppExchange. Setup takes about 15 minutes and includes:

1. Installing the package from AppExchange
2. Assigning permission sets to the right users (Admin, Co-Sell, Private Offers)
3. Connecting the API to your WeTransact tenant
4. Adding the Co-Sell and Private Offer panels to your Opportunity layout

Currently available to all WeTransact customers. Contact your CSM or support@wetransact.io for full installation guide.