The leading enterprise agentic co-selling solution

Companies today share customer lists with partners via spreadsheets. Emailing spreadsheets is never IT approved and keeps the partner data hidden away in silos. The PartnerTap platform enforces each company’s data sharing policies so partners only see the records and fields they’re allowed to see. PartnerTap supports GDPR-sharing policies and has been thoroughly vetted and approved by legal, privacy, and security teams at hyperscalers, top 5 software companies, and GSIs.

Big companies have complex account teams, sell lots of products, need product-level whitespace analysis with partners, and need to pinpoint the best accounts for each co-marketing, co-selling, co-expansion, or co-renewal strategy. PartnerTap’s automated account mapping software supports complex enterprise data, maps data with global partners, and makes it easy to pinpoint the best accounts for sales and partners to focus on. 

Ever wish you could see your partners’ open pipeline without asking for a weekly spreadsheet? Ever get in trouble for a bad channel sales forecast? PartnerTap’s pipeline sharing feature gives revenue leaders and sales teams real-time visibility to your partners’ sales opportunities so sales reps can keep co-selling deals in sync and sales leaders can improve partner sales forecast accuracy.

Once you pinpoint the best targets for a co-selling motion you need to turn that data into action. But it could take months to make all those introductions manually, costing your business valuable selling time and leaving those premium accounts open to competitors.  PartnerTap lets you quickly activate co-selling introductions en masse with data-driven automated workflows that handle the double opt-in and introduction process automatically. Using PartnerTap companies are activating thousands of introductions for account planning and deal strategy conversations between their sellers and partners. These conversations are where sales teams and partners are co-developing new high-quality pipeline they can go win together. 

Everyone talks about co-selling, but how do you measure it? How do companies track which sales reps and which partners are actually engaging with each other for account planning, deal strategy, and co-selling opportunities?

PartnerTap’s co-selling engagement reports give executives the detailed data about which sales reps are engaging with partners on high-propensity-to-buy accounts. These reports also show which partners are participating in co-selling opportunities with your company, detailed at the partner sales reps level so you know which partner sales reps may need a little extra attention from your Sales RVPs next time they’re in town. 

There are lots of cases where companies don’t want their sales reps pulled into co-selling conversations with partners, but there are still great opportunities for partners to work together and expand or renew your customers. With PartnerTap’s multi-partner triangulation reports is easy to identify which partners, and which specific partner sales reps, should be introduced to work together on a specific customer. PartnerTap’s Partner-to-Partner (P2P) automated workflows let companies mass-activate partner sales introductions for co-selling conversations. Similar to our co-selling workflows, PartnerTap gives you the detailed P2P sales engagement data you need to know if partners are jumping to act, need a nudge, or you should pass the customer to a different partner. 

PartnerTap’s MCP lets companies turn every existing agent into an ecosystem-aware agent. What does this mean? It means that when you connect your existing sales agents, marketing agents, partner team agents, and customer success agents to PartnerTap’s MCP they can get the insights and data they need to strategize, plan and execute new 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. 

PartnerTap has lots of ways to bring your CRM and enrichment data into your account. The most popular approach is to sync data directly from your data lake or CRM. PartnerTap has 100% native integrations with all the popular CRMs and Data Lake products in the market and does not use any third-party tools.

PartnerTap’s most popular ways to sync data are from Snowflake, Databricks, an AWS S3 bucket, or Salesforce, Dynamics, and HubSpot CRM systems. All of these options are available in our Free Edition and all paid editions.

Not yet ready to sync data directly? Then simply upload your account data from a spreadsheet. No limits on how many rows you upload or how often you refresh your data. In fact, we recommend your data is refreshed weekly so it’s always up to date for your partners. 

What’s the point of building up a valuable set of partner insights, product-level whitespace analysis, and partner relationship coverage across all your customers and prospects if no one can see it or use the data to help move your business forward?

PartnerTap has lots of ways to push your mapped partner data out to the four corners of your business. These included the PartnerTap API, Data Lake Exporter, MCP, and Salesforce Managed Package. Use whichever method your IT and operations team prefer. The important thing is to get all this valuable data into your existing dashboards, agents, CRM systems, data lakes, etc. so the data is available to every go-to-market team where they already work.

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. 

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.

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.