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Once you’ve mapped data with partners, it’s time to give your sales, marketing and customer support teams real-time visibility into the partners and partner sales reps currently engaged on each account – inside your CRM where they already work. PartnerTap’s Salesforce Managed Package pushes mapped partner data back into your CRM to do just that. This makes it easy for sales, customer success, and marketing teams to get the detailed partner data they need to collaborate with partners that can help them sell, build hyper-targeted lists for ABM campaigns, and identify partners that can help customers be successful.

Using data from PartnerTap, these teams will be able to prioritize partner relationships, and work with the right product specialists, sales reps, or customer success reps assigned to their same accounts at each partner. Having current, detailed partner data directly in your CRM empowers teams to connect with the right people, build relationships, and execute more quickly.

Once you have connected partners that are syncing real-time CRM data with you, the next step is to talk with your CRM administrator about working with PartnerTap to get the Salesforce Managed Package installed and setup.

PartnerTap’s Salesforce Managed Package includes:

• 1 custom object that hangs off the accounts object
• 11 custom reports
• 1 dashboard

Click here to download/view the Salesforce Managed Package installation guide.