How channel and alliances teams use PartnerTap
1. Upload all your partner spreadsheets
Login with your CRM and then upload all the spreadsheets you already have from partners. This will give you a dashboard view of your account overlap with each partner
2. Invite partner to connect directly
You can eliminate the spreadsheet process entirely by inviting partners to connect with you directly on PartnerTap for an always-up-to-date view of your mutual account overlap. Our enterprise share settings let you control what data you share on a partner-by-partner basis.
3. See your market opportunity in each segment
The Channel Insights dashboard shows your % overlap by industry, by segment and by customers vs. prospects for each partner. The best alliances teams use this data to shape their vertical and sales alignment strategies with each partner.
4. Identify new sales pipeline across your ecosystem
Reports make it easy to see specific accounts where you can drive more revenue with partners. The Hot Prospects report identifies where your partners can help you sell into their existing clients.
We saw an ROI in the first quarter using PartnerTap. We closed two new customers and accelerated the sales cycle on numerous other prospective accounts.
– George Gadebusch, VP Technology & Product Sales, World Travel, Inc.