Professional Services

Extend your sales reach with partners

Customers think of their professional services providers as part of their team. Whether you provide accounting, tax & audit, legal, PR or recruiting services – your customers rely on you for your expertise, guidance and professionalism.

So how do you build enough trust with new prospects to win their business? By partnering with other professional service providers, they already trust. Partnering with other professional services firms and technology partners that support your customers can accelerate your growth. When they vouch for you, executives will take your calls. Trusted partners can introduce you to the buyers and share insights about what each buyer wants and the nuances of their decision-making process.

And what about when you’re already the trusted service provider? You can use your position to help your clients find other quality service providers they need.

PartnerTap’s online partner sales platform helps you reach and sell your services to new clients:

  • Stand out amongst a crowd of professional service options with personal introductions from your partners that already have relationships with the executives you want to help
  • Leverage the networks of your technology partners to sell more value-add services
  • Know which prospects are looking for new services so you can get involved at the right time
  • Instantly identify which partners have sold into each company so you can leverage their account knowledge
  • Compare intel about accounts and prospects with partners to better understand the personalities and decision-making process at each company
  • Impress new partners with how fast you can map accounts, share leads, and collaborate on real sales opportunities

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

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Industry Overview

Insurance

Hardware

Software

Professional Services

Healthcare & Life Sciences

Banking and Financial Services

Travel

Telecommunications

HR Tech