CO-SELLING AUTOMATION
Multi-partner selling on steroids
Ready to move from one-off motions to scaling multi-partner selling and pipeline attribution? PartnerTap’s Agentic Co-Selling Platform includes sales campaign workflows that automate co-selling introductions and orchestrate partner-to-partner selling motions. Activate more account planning and deal strategy conversations and measure the impact on new pipeline with automated attribution reports.
Explore use cases:

Why automate co-selling introductions?
Once you’ve used PartnerTap to pinpoint the best accounts for a specific co-business development, co-selling, or co-expansion campaign you need to get your sales reps and partners activated quickly! PartnerTap moves co-selling from one-off field motions to a highly scalable and orchestrated program that generates measurable new pipeline and revenue.
- Old way: email or call AEs and partners asking if it’s ok to introduce them to talk about ABC account. Time consuming, difficult to track, no automated attribution reporting.
- New way: PartnerTap workflows automate the double-opt in and introduction process to quickly activate hundreds of account planning and deal strategy conversations. Automated, trackable, with built-in pipeline attribution reports.
PartnerTap’s co-selling automation supports all flavors of co-selling, from traditional “sell with” co-selling to “sell through” co-selling support and partner-to-partner (P2P) multi-partner co-selling motions.
See Unlimited Multi-Partner Selling Edition → (opens in a new tab)
PARTNERTAP CO-SELLING AUTOMATION CAPABILITIES
Generate more pipeline for sales and partners
Use PartnerTap’s targeted action lists to automate hundreds, and even thousands, of new co-selling and P2P sales introductions around your most-likely-to-buy accounts. PartnerTap accelerates new business, expansion, adoption, and renewal programs with partners.
Activate more co-selling campaigns
Automate the double opt-in and introduction process to connect your sales reps with the right corresponding account owners for conversations about specific new business, refresh, or cross-selling opportunities. Great for traditional “sell with” campaigns and also important for channel teams to support sell through partners with the right product and sales support specialists.
Orchestrate more P2P sales motions
Automatically introduce complementary partners on specific accounts for account planning and deal strategy conversations about your target customers or prospects. Great for multi-partner sales plays often referred to as “Power of Three” or “Trifecta” sales motions.
Partner-to-partner workflows
Connect two of your partners’ sales teams directly. The reseller and the service partner co-sell your joint solution while you orchestrate the motion and see every play from one place.
Play templates for every motion
New logo, refresh, cross-sell, renewal, event follow-up, and bounty programs all start from a template, so partner teams launch a proven motion in minutes instead of designing one from scratch.
Run adoption and renewal campaigns
Pinpoint the best customers for strategic adoption and renewal efforts with partners and use PartnerTap to auto-introduce the Customer Success Managers at each company so they can work together on their shared customers.
Measure sales campaign engagement & participation
Get real-time visibility into which account executives, CSMs, and partners are saying yes to co-selling introductions with detailed workflow activity reports. Get the data leadership needs for focused coaching and incentives review.
Nudge sellers when they’re slow to respond
Schedule “nudges” for sales reps and partners that don’t respond within a certain time frame. Get the data for which accounts were declined for introduction so you can make the next-best plan.
Track co-selling introductions in CRM
Automatically track every co-selling introduction in your CRM. Use this data to analyze the impact of co-selling conversations with each partner on pipeline and revenue.
Automated attribution tracking
PartnerTap automatically tracks each co-selling or P2P attribution event and provides out-of-the-box pipeline and revenue attribution reports. Measure the impact of every sales campaign, with every partner, on new pipeline. Customers typically see win rates greater than 25% on new pipeline generated by PartnerTap’s co-selling campaigns.
MCP and agentic co-selling
Extend PartnerTap to every account executive, customer success manager, and partner marketer through PartnerTap’s MCP. Let go-to-market teams access your multi-partner mapped data, sales campaign participation rates, and pipeline attribution data from their existing agents.
Learn about PartnerTap’s MCP and agentic 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 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 set out to understand the entire ecosystem around our target accounts.
PartnerTap is now the single source of truth for the entire partner ecosystem around our target accounts.”
Phil Manez
Director Channel Sales, VAST Data

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.”

Eric McIver
Global Partner Solutions Director, Program and Operations, Lumen
“I wish we started using PartnerTap years ago!”

Whitley Turner
Data Partner Specialist, HPE
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