Getting Started with PartnerTap

3 tips for getting the most out of your PartnerTap account

Are you a long time PartnerTap user? Did you just sign up for your free sales rep account? (If not, here’s the link to do it now). Whether you’re already a partner-ecosystem pro, or you’re just starting to build relationships with partners in your territories, here are three simple steps you can take to #PartnerBetter and #SellMore.

Sign up for a free sales rep account

  • If you don’t already have a PartnerTap account, sign up for a free sale rep account or contact us for a free Channel Insights account
  • Login with your existing Salesforce or Hubspot account
  • Or, upload your accounts using the “spread sheet upload” feature

Invite a few of your current partners that you already work with

  • PartnerTap will send them an invite to join for free
  • When they login, PartnerTap will automatically map all your joint accounts and identify companies that you share in your territories
  • Use PartnerTap to share insights about customers and prospects and identify new deals within your territory

Discover and invite a few sales reps already using PartnerTap you’d like to work with

  • PartnerTap automatically maps each of your accounts to identify any overlapping prospects or customers.
  • You can use PartnerTap to share account intelligence and start to build a relationship with each new partner

A few tips to help you #PartnerBetter

Start with partners you already trust

Invite the partners you already work with, or sales reps you respect and would like to work with

Be a reciprocal partner

Become the go-to partner that helps other sales reps and you will get more information in return. Start by sharing intel and proving your value to your strategic partners.

Expand your hub

Gradually expand your personal partner network so you get a rich perspective on each account and build productive relationships with other sales reps that sell in your account base.

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.

– Nick Lambert, ADP District Sales Manager, Global Enterprise Solutions

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


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 clients


Grow insurance sales with partners


Sell more software with partner insights


Expand your distribution with smarter partnering

Private Equity

Build an acquisition revenue machine


Accelerate co-selling with agents, brokers and sales reps

HR Tech

Co-sell with the leading HR technology sales teams

Professional Services

Extend your sales reach with partners


Win more corporate travel business with partners

Company Overview

We built PartnerTap to help companies drive more revenue with partners. Learn about our story and background.


Learn about our executives and company leaders helping customers drive more revenue


Learn more about our technology and consulting partners


Read our latest blog post or browse the archives for partnering best practices

Contact Info

Need to speak with someone at Partnertap or reach support?


Explore our different editions and options for your teams


Submit a ticket, browse our FAQs, or chat with a support rep