PartnerTap has built 100% native integrations with Salesforce CRM. No third-party tools required. When you connect PartnerTap with Salesforce.com you get real-time data syncing and mapping with your partners or other internal CRM systems.
PartnerTap can also push all detailed partner ecosystem data back into Salesforce so sales, marketing, and customer success teams have the data where they already work. Read all the 5-star reviews on the Salesforce AppExchange.
Want to be impressed even more? You can sign up for a free PartnerTap account using your Salesforce username and your PartnerTap account will be set up for you automatically. PartnerTap utilizes the password and MFA policies already enforced by your Salesforce CRM SSO to ensure users see only the data they are allowed to see within Salesforce.
SSO, real-time synced data, real-time mapping across CRM systems and with partners, and pushing valuable partner data back into Salesforce for use in reports and dashboards. Pure ecosystem value. That’s why Salesforce customers including ADP, GoTo, Genesys and Brex and have connected PartnerTap with Salesforce CRM and use it as their data-driven discovery platform for partner revenue.
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How PartnerTap helps Salesforce customers
Automates account and sales data mapping with partners
Invite partners to connect, sync with your Salesforce CRM, and get a real-time view of your overlapping customers, prospects and opportunities
Sync, map and share data across internal CRM systems
Whether you have 2 internal CRM systems, or 200 different CRM orgs, you can instantly sync, map accounts and opportunities, and push all this mapped data and sales team information back into each CRM so sales, marketing and customer success teams can see everything they need where they already work.
Data-driven partnering
Use real-time partner data to identify 10x more partner pipeline, track partner pipeline, inform sales playbooks, and enable partner-to-partner strategies.
Enrich Salesforce CRM & PRM
Push all of your mapped partner data back into your CRM so that everyone involved in your go to market and supporting customers can leverage the best partners to sell more, drive more usage, and make customers successful.
PartnerTap Activates New Revenue
50%
Partner Manager time saved each week
Goodbye to manual account mapping and one-off partner account inquiries
100x
$1B
At a single company.
No joke!
10x
Goodbye to manual account mapping and one-off partner account inquiries
MAPPED ECOSYSTEM DATA
Ecosystem-aware Agents
As you use PartnerTap's account mapping and co-selling products you build up an interconnected data lake of AI-ready data about your customers, market, and partners. This data should be pushed into every corner of your business and used to build partner-aware agents for your sales, marketing and success teams.
