Professional Services
Sell more strategically and
efficiently with partners
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Why do professional services companies need PartnerTap?
Consulting firms could have more strategic conversations from day one, and sell more efficiently, if they already knew:
- Exactly which software products and modules are already used.
- The current challenges and strategic priorities based on conversations with the account executives from their strategic software and AI vendors.
- Whether or not they have surplus cloud credits.
- Where internal complementary practices and teams are already aligned.
But getting all this data and insight for strategic sales motions requires a secure way for partners to share sensitive customer data with firms. That’s why professional services companies need PartnerTap’s Agentic Co-Selling Platform.
PartnerTap gives professional services companies a data sharing compliance platform already vetted and approved by the largest technology companies in the world (SAP and AWS to name a few). PartnerTap gives companies everything they need to scale multi-partner selling motions, including automated account mapping, pipeline sharing, co-selling activation campaigns, automated attribution reporting, and a robust MCP.
“Driving outcomes with your partner ecosystem requires data sharing and a co-sell activation program. This highly effective growth strategy only works if you have a solution like PartnerTap.”

Rebecca Jones
Chief Growth Officer, Bridge Partners
We use PartnerTap to orchestrate our Power of Three program and run co-sell sales plays with, through, and across our partner ecosystem.”

Darryl Gray
SVP ISV Partner Management

How do professional services companies use PartnerTap?
Professional services firms are using PartnerTap with their strategic partners to bring together all the data and insights they need for more strategic and effective sales conversations. Here’s how they do it:
- Empower sales teams with agentic co-selling so they can access all the data shared by partners and orchestrate partner influence around active opportunity and target account. PartnerTap’s MCP works with your company’s already-approved LLMs and agents so your business development teams can quickly engage the right people at each partner for strategic account planning and deal strategy conversations.
- Build outcomes-driven data sharing program on top of PartnerTap’s data sharing policy compliance platform. The PartnerTap platform is GDPR compliant and ensures each company’s data sharing policies are enforced. The PartnerTap platform is already approved by security, privacy, and legal teams at the largest GSI and technology companies in the world.
- Automate account mapping and pipeline sharing with your top software, hyperscaler, and strategic technology partners. PartnerTap automates account mapping and gives your marketing and business development teams the product whitespace and partner coverage analysis they need for each campaign, sales strategy, and multi-partner sales motion.
- Triangulate multi-partner data to understand which partners to engage on current opportunities, identify the best targets for multi-partner events, and pinpoint the best accounts to target for each multi-partner sales motion.
- Run co-sell activation campaigns using PartnerTap’s automated co-selling workflows. PartnerTap’s co-selling activation workflows automate the double-opt-in and introduction process between your sellers and partners for account planning and deal strategy conversations.
- Use co-selling engagement data to understand which sellers and partners need additional coaching or incentives to collaborate with partners.
- Get automated attribution tracking to measure the new pipeline and revenue generated or influenced by each partner, campaign, and business development strategy.
Financial impact
PartnerTap customers drive impressive outcomes
PartnerTap’s customers drive impressive outcomes and have the attribution reports to prove it.
50%
Partner Manager time saved each week
Top 5 global software company’s PAMs moved from reactively looking up accounts one-by-one to proactively identifying new pipeline.
100x
More partner sales rep introductions
Top 10 global OEM activated thousands of new sales conversations for refresh and cross-selling sales motions.
$1B
New partner-sourced pipeline generated
Top 5 global software company generated more than a billion dollars in net-new pipeline for their sales teams and partners.
40%
Win rate on PartnerTap deals
Top 10 global OEM sees 4x higher win rates on opportunities identified and activated by PartnerTap.
MCP & AI
Agentic Co-Selling Platform
PartnerTap’s MCP gives companies unlimited access to the interconnected, multi-partner mapped data, attribution details, and power of PartnerTap so companies can add agentic co-selling to their existing sales agents, marketing agents, partner team agents, and success team agents.

CUSTOMER RECOGNITION & AWARDS
Recognized by the people who use it
G2 awards are earned from verified customer reviews. Our customers have tried the other solutions and speak with confidence when they say PartnerTap is the easiest to setup, easiest to administer, easiest to use, and has the best ROI because PartnerTap actually generates new revenue with partners.
Best ROI
Easiest Setup Enterprise
Easiest Admin Enterprise
Easiest To Use Enterprise
High Performer Enterprise
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