Scale how you work with partners
Automate channel mapping and scale
Upload partner account spreadsheets
Just take the lists of accounts each partner sends you and use our Partner Spreadsheet Utility to upload them into PartnerTap – we’ll automagically map all the accounts for you.
See joint market opportunity
When you upload a partner’s list of accounts into our free Channel Insights Edition you’ll automatically see your joint market opportunity by industry, region and segment.
Impress and onboard new partners
Impress partners and get them started on a successful path with an instant list of accounts and opportunities your teams can work on together.
With PartnerTap I’m finally able to ditch all the spreadsheets and focus on helping our partners and sales teams work together to drive revenue.
Focus on your biggest opportunity partners
See your total addressable market
Use the free Channel Insights Edition to quickly see which partners have the most existing overlap and the most new market opportunity for your sales team.
Unlock detailed account lists
Upgrade to the Channel Essentials Edition to unlock the full list of matched accounts and see each partner’s assigned sales rep for each account, as well as other insights the partner chooses to share with you.
PartnerTap helped us see that some of our quieter partners were actually a bigger revenue opportunity than our bigger-named partners.
Protect and control your data
Control what data you share
Use the Share Settings feature to customize what data you share on a partner-by-partner basis.
Protect sensitive accounts
Configure PartnerTap to not pull in sensitive, or “blacklisted”, accounts from your CRM system.
Enterprise compliance and security
PartnerTap is GDPR and SOC2 compliant and has passed the toughest enterprise security reviews.
Focus more time on driving revenue
Target account insights
See which partners are currently engaged in your target accounts or have sold to them in the past.
Dual deal registration
Directly capture partner leads in both partners’ CRM systems anytime a sales rep sends or receives a partner lead.
Assess and measure partners
See which partners are driving pre-lead activity and who needs more investment in strategic development.
It used to be difficult to prove involvement once a lead was passed. With PartnerTap all pre-lead activity is logged in both CRM systems.
Get Started Quickly
PartnerTap is most powerful when you connect directly to your CRM, but you can also just upload a list of accounts, opportunities and owners in Excel
Pre-integrated with CRM
PartnerTap works automatically with the leading enterprise CRM systems including Dynamics, Salesforce, Hubspot, close.io, Sharpspring, SAP, and Oracle.
Start using PartnerTap with a single partner then scale it across your entire partner ecosystem to expand your center of influence in key target accounts.
Enterprise data protection
Protect your confidential customer data with our cross-partner security & visibility engine.