Whether your teams sell banking or loan services to small businesses, or 401k plans and M&A services to the Fortune 500, CEOs and CFOs want to work with people they trust. So how can you build trust with new clients? Leveraging your ecosystem of technology and financial services partnerships is the fastest way to gain credibility with new prospects and accelerate sales already in your pipeline. Working together you can expand your reach, share insights about accounts, and sell more financial services.
Partner ecosystem insights and data for all revenue-focused teams:
- Channels
- Alliances
- Marketplaces
- Products
- Sales
- Marketing
- Customer Success
Partnership ecosystems are an incredible growth lever for financial services firms, but most lack the data and tools they need to scale revenue with their network of advisers, consultants, technology companies, and complementary service partners. Some partners will share customer spreadsheets with you, but it’s only possible to manually map these lists against your top few hundred or thousand accounts. And sales teams never know who to engage on each account because current adviser, consultant, and partner account owner information is always out of date.
That’s why leading firms use PartnerTap’s ecosystem platform to automate data mapping and connect your sellers with the right partners. PartnerTap gives financial services firms a fast and easy way to share sensitive data, identify 10x more partner pipeline, share active pipeline, and win new business faster with the advisers, consultants, technology, or service partners that already have the strongest relationship with each company.
Trusted by the enterprise
How It Works
Easy to get started
Get started in minutes
Sync with your CRM, upload partner spreadsheets, invite partners to connect, and control what data you share with each partner. Invited partners can use PartnerTap for free.
Automate account mapping
Instantly see your mutual customers and new logo opportunities with each partner while you build up an ecosystem-wide view of each customer and prospect.
Run sales play workflows
Automate co-sell, thru-channel and P2P sales plays across your partner ecosystem and track all new pipeline generated by each sales play and each partner.
Data-driven partner sales
PartnerTap’s partnership ecosystems software helps firms scale-up revenue and increase customer retention with an ecosystem-wide view of each customer, prospect, and sales opportunity. With PartnerTap you can:
Identify 10x new sales opportunities to go after with each partner
Empower sales teams to leverage and collaborate with the partners that already have the strongest relationship with each account
Sail through the toughest security reviews with a SOC2 Type III, ISO 27701 and ISO 27001 certified solution that has already passed the toughest industry reviews at customers like ADP, SAP and HPE.
PartnerTap Accelerates Revenue
2900% More new logo deals sourced in first year
$110M ACV of single deal sourced and closed with PartnerTap
100% Real-time account mapping
Enterprise Co-Selling Platform
PartnerTap is the only co-selling solution designed for the enterprise. We automate data sharing and mapping, identify more pipeline for you and your partners, and automate all the opt-ins and introductions to get sales reps and partners actively selling together on their shared accounts.
Integrations
Works instantly with your CRM
Connect, share, map and see data from partners regardless of which CRM they use with 100% native integrations.
Salesforce Managed Package
Push PartnerTap data back into your CRM so sales reps and GTM teams have the partner data they need where they already work.
Natalie Visconti-Clendenin,
Principal Strategic Partner Manager, National Partners at LastPass