How PartnerTap syncs with your CRM system
1. Single sign on with CRM
PartnerTap offers single sign-on for Salesforce and Hubspot users. All channel users and sales reps need to do is login with their CRM login and PartnerTap will automatically sync your accounts.
2. See partners inside Salesforce
We’ve taken our integration with Salesforce one step further and let Salesforce users see their matched partners on each account and opportunity right inside Salesforce.
3. Real-time account mapping
When you and your partner(s) both connect your CRMs with PartnerTap you’ll have always-up-to-date and real time access to your mutual mapped accounts and current account owners on each account.
4. All chat conversations saved to both CRMs
Your partner sales reps will share the scoop on accounts over chat much more freely than they do through official work emails. But don’t worry – we capture all of the chat conversations and post them automatically into activity records in both partners’ CRM system so future account owners can get up to speed quickly.
We saw an ROI in the first quarter using PartnerTap. We closed two new customers and accelerated the sales cycle on numerous other prospective accounts.
– George Gadebusch, VP Technology & Product Sales, World Travel, Inc.