Co-selling and partner sales collaboration

PartnerTap helps sales teams connect directly with reps at each partner and identify new sales opportunities in each territory.

Triple pipeline and accelerate deals with partners

Sales collaboration with partners drives billions of dollars of sales every year. Your best sales reps know this and already work closely with partners. PartnerTap makes it easy for every sales rep to partner like a pro with always-up-to-date mapped accounts and built-in chat to communicate with partner reps. #CoSellingSuccess

PartnerTap helps your sales teams sell more with partners

With PartnerTap it is easy for sales reps to identify shared accounts, share insights, and drive more revenue with trusted partners.

1. Connects reps on shared accounts

PartnerTap connects sales reps directly with their peers at each partner on an account-by-account basis. You can even see your matched partners on each account right inside Salesforce.

2. Integrated chat messaging

Built-in chat makes it easy for account executives to connect and share intelligence about shared accounts and new opportunities. All conversations are saved back into both sales reps’ CRM as account activities.

3. Identifies and accelerates deals

Sales reps can choose to share current opportunities with trusted partners. This shared visibility helps your partners keep an ear to the ground When you invite a partner to connect with you on PartnerTap they will receive an email with a link. Once they accept and sign up for PartnerTap you will be able to share selected data with them.

4. Accelerate deals with partners

Your partner sales reps will share the scoop on accounts over chat much more freely than they do through official work emails. But don’t worry – we capture all of the chat conversations and post them automatically into activity records in both partners’ CRM system so future account owners can get up to speed quickly.

Account executives often tell us that if their next company doesn’t pay for PartnerTap they will pay for it themselves. Sales teams rank PartnerTap as a top 3 sales solution – right up there with LinkedIn and Salesforce. Here are just a few reasons sales teams never want to go back to the old way of working with partners:

  • Our automated account mapping solution finds the sales reps at each partner that also sell into your accounts – so you never have to scan through spreadsheets again
  • Get started fast by just uploading all the spreadsheets your various partners have already sent you
  • Don’t need to remember another password – simply use your Salesforce or Hubspot username and password and PartnerTap will connect directly with the accounts you own.
  • Built-in chat collaboration gives you real-time access to your partner sales reps and the easiest way to share tips about specific accounts
  • Share and get insights about your accounts from other reps that have successfully sold to them in the past
  • Share opportunities with your trusted partners to keep everyone involved with a co-sale deal on the same page
  • Analyze the revenue sourced and influenced by each partner across your ecosystem.
  • Ensure reps on each side are properly credited for the work they do on each deal. 
  • Help new reps get up to speed quickly on their existing clients and target accounts with a full history of all partner sales chats saved inside your CRM activity history
  • Focus on your relationships instead of your data during conversations with partners
  • Keep your finger on the pulse of each account with partners able to quickly share information they hear about opportunities, competitors, and opportunities to expand

“Imagine how many trade shows our GSMs [sales reps] would need to attend in order to build such a large and successful network in that time!”

George Gadebusch

VP of Technology and Product Sales

PartnerTap Makes Companies More Money – Every Day

32K

connected partners

$25m

new pipeline sourced in first year*
*enterprise customer with first connected partner

58K

current opportunities
shared with partners

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.

Partner Ecosystem Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

For everyone that wants to see mutual account overlap with partners

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Insights

For channel teams to get segment-by-segment insights into partner accounts and opportunities

Co-Selling

For sales reps and teams who want to get and share insights with partners on mutual accounts

Ecosystem Analytics

See all the growth opportunities within your partner ecosystem

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications


Industry Overview

Every B2B products and services company works with partners. PartnerTap helps you grow revenue with your partners.

Financial Services

Extend your reach as a trusted adviser and win more corporate clients

Hardware

Expand your distribution with smarter partnering

HR Tech

Co-sell with the leading HR technology sales teams

Healthcare

Sell more medical products and services with partners

Insurance

Grow insurance sales with partners

Professional Services

Extend your sales reach with partners

Software

Sell more software with partner insights

Telecommunications

Accelerate co-selling with agents, brokers and sales reps

Travel

Win more corporate travel business with partners

Company Overview

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Industry Overview

Insurance

Hardware

Software

Professional Services

Healthcare & Life Sciences

Banking and Financial Services

Travel

Telecommunications

HR Tech