PIPELINE SHARING

Get real-time visibility to partner pipeline

Need better data for partner forecasting? PartnerTap enables real-time visibility to your partners’ active opportunities with our Agentic Co-Selling Platform.

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Explore use cases:

Co-Marketing

Co-Pipeline Development

Co-Selling

Co-Expansion

Co-Retention

Why do partners share pipeline?

Once sales reps have active co-selling opportunities with partners it’s important to keep each other informed as these deals move through the sales process.

Account Executives want to know when something has changed with the partner’s side of the deal
Partner Managers need to track all the deals their partners are working in their ecosystem and make sure they get the support they need
Sales VPs need to properly forecast partner-led deals each quarter
VP Channels needs to accurately forecast the channel-led sales

Partner and channel managers typically email sales pipeline spreadsheets to their partner each week where they are stored in folders. But it’s hard to build an agentic sales motion on ad-hoc data in spreadsheets. PartnerTap automates the process of sharing pipeline with partners, instantly maps the partner-shared opportunities to your CRM data, and makes this ecosystem-wide pipeline data available through the PartnerTap MCP for agentic co-selling and partner forecasting processes.

See Unlimited Account Mapping Edition → (opens in a new tab)

PARTNERTAP PIPELINE SHARING CAPABILITIES

Improve partner forecasting

PartnerTap is the only account mapping and pipeline sharing software that supports the complex requirements of the largest enterprise companies and their partners. It’s not a surprise that PartnerTap product is rated “Easiest to Use” and “Best ROI” by G2 reviewers.

Set-it-and-forget-it pipeline sharing

Eliminate the spreadsheets and manual updates. Set pipeline sharing rules once and partners get self-service visibility to the specific opportunities shared with them. Use the PartnerTap MCP to get updates, track changes, and get notified when a partner’s opportunity stage changes.

Opportunity and account mapping

When a partner shares their pipeline, their opportunities are instantly mapped against all your customer and prospect accounts in your PartnerTap account. PartnerTap reports let you analyze partners’ pipeline in the context of your sales territories and product whitespace.

Sales rep alignment on partner opportunities

PartnerTap acts as a neutral platform to keep sales reps aligned across partners. Get real-time visibility to the specific Account Executives at each partner and which opportunities and accounts they own. Use PartnerTap’s MCP to let sellers access partners’ sales reps’ information from the sales agents they already use.

Multi-partner pipeline visibility

Improve partner sales forecasts with a combined view of all partner-shared opportunities across all customers and prospects.
Give sales reps a birds’-eye view of all the partner sales activity happening within their accounts and territories.

Target action lists & automated attribution tracking

The whole point of pipeline sharing and account mapping is to identify the best accounts and deals for your partners, sales team, marketing or success teams to focus on. After sharing and mapping are done, use PartnerTap reports and filters to pinpoint the best accounts or active opportunities for sales and partners to focus on and save these in a PartnerTap Action List. This starts automated attribution tracking on these records so you can see all the pipeline sourced or influenced by your teams and partners.

MCP and agentic co-selling

Let teams access your multi-partner shared pipeline and mapped data in PartnerTap from their existing agents. PartnerTap’s MCP gives agents the context and data they need to help sales, marketing, partner and success teams strategize, plan and execute any partner-involved go-to-market motions.

PartnerTap’s MCP provides rich context about your partner data and enforces all data access and visibility policies already implemented in your PartnerTap account.

Learn about PartnerTap’s MCP and AI solutions → (opens in a new tab)

Unlimited Users

Every edition includes unlimited users. Give every partner manager, partner sales manager, business development rep, account executive, marketer, and customer success manager access to PartnerTap and the valuable insights shared by your partners.

Unlimited Partners

Using PartnerTap with lots of partners builds up a valuable set of interconnected mapped partner data around your customers, prospects, and sales opportunities. PartnerTap is meant to be used with all your strategic partners, not just one type. That’s why every edition includes unlimited partners.

Unlimited Data & Reports

Why map accounts and share opportunities with partners if you can’t use the data and make it actionable? When you buy a paid edition of PartnerTap you get unlimited access to reports and all your data across all your partners. No caps on reports. No caps on report downloads.

We use PartnerTap to orchestrate our Power of Three program and run co-sell sales plays with, through, and across our partner ecosystem.”

Darryl Gray

SVP ISV Partner Management

Enterprise perspective on PartnerTap

What leaders say after rolling out PartnerTap

After using PartnerTap you’ll never go back to ad-hoc manual account mapping or one-off co-selling motions with partners. The rich insights, actionable data, and pipeline attribution reporting you get from PartnerTap will help you drive more revenue with partners. That’s why our customers bring us in everytime they move to a new company.

“PartnerTap is our most strategic vendor. Period.”