Onboarding: Account Activation for non-Salesforce Users

Oct 28, 2018

Welcome to PartnerTap! The following steps will guide you through activating your PartnerTap account. Note: This guide is not meant for Salesforce users. This activation guide is for users that are on Microsoft Dynamics, SharpSpring, Close.io  or other CRM’s or for free trial users.
1. Check your email inbox for an activation email from PartnerTap and click the activation link.
2. Set your password and select a security question and an answer that you will not forget.

3. After setting your password you will be redirected to the PartnerTap login page. Type your email address you used to register. Then click “Log In”

4. Setup multifactor authentication (MFA), we recommend using SMS Authentication.
5. Once you complete the multifactor authentication setup you’ll enter the code from your mobile device.
6. Login to Partnertap

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

Leadership

Support

Events

Contact

Partners

Blog


Industry Overview

Insurance

Hardware

Software

Professional Services

Healthcare & Life Sciences

Banking and Financial Services

Travel

Telecommunications

HR Tech