Works with all popular CRM systems

PartnerTap works ‘out of the box’ with Salesforce, Dynamics, HubSpot, Close.io, SharpSpring, Oracle and SAP. 

Pre-integrated with popular CRM applications

PartnerTap is enterprise approved because we take security seriously and have already done the hard work of integrating directly with the enterprise CRM and technology products that businesses use every day. Our Partner Ecosystem Platform makes it easy to connect partners using different CRM systems and gives each side full control over what data is shared.

How PartnerTap syncs with your CRM system

We make it so easy to connect with your CRM and identify account owners on shared accounts that some companies use PartnerTap to connect their internal sales teams that are stuck in different CRM apps.

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.

PartnerTap is a Partner Ecosystem Platform that helps both channel and sales teams share information so you can identify opportunities to grow revenue with each partner. Seamless integration with your CRM helps you get started quickly and keeps data seamlessly updated once you’re up and running.

  • Single sign-on means your channel and sales users can just login to PartnerTap with their existing CRM system username and password
  • Machine learning algorithms map accounts across partners even when account names are slightly different
  • Always-up-to-date partner mapping when your partners connect directly with your teams via PartnerTap, even during territory changes
  • Identify new accounts that aren’t yet in your CRM account that you can add and assign to your sales reps
  • Empower channel managers to scale with powerful Channel Insights
  • Empower your sales team to co-sell and share insights with partners on shared accounts
  • Bonus Tip: if you have sales reps on different CRM systems you can use PartnerTap to connect your various sales teams on their shared accounts so you can cross-selling all your products and services more effectively.

“Imagine how many trade shows our GSMs [sales reps] would need to attend in order to build such a large and successful network in that time!”

George Gadebusch

VP of Technology and Product Sales

PartnerTap Makes Companies More Money – Every Day

32K

connected partners

$25m

new pipeline sourced in first year*
*enterprise customer with first connected partner

58K

current opportunities
shared with partners

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.

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

Company Overview

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Industry Overview

Insurance

Hardware

Software

Professional Services

Healthcare & Life Sciences

Banking and Financial Services

Travel

Telecommunications

HR Tech