Onboarding: Getting Started

Oct 28, 2018

1. Activate your account. Choose your CRM.

2. Download the PartnerTap app. Partner on the go and stay informed with our mobile app.

3. Connect with Partners. Click the “Partners” tab and immediately begin inviting, searching for and connecting with recommended partners.
Search Partners by Organization or Partner Name

 

 

Inviting Partners by Email

 

4. Accelerate. Browse your partners and mapped accounts and instantly identify where your best opportunities exist. Share critical intel on the go with our chat based Intel Exchange and never partner with a spreadsheet again.

5. More Help. You can reach out directly to us on the Support page. Or visit our more detail Getting Started Guide.

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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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Support

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Contact

Partners

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Industry Overview

Insurance

Hardware

Software

Professional Services

Healthcare & Life Sciences

Banking and Financial Services

Travel

Telecommunications

HR Tech