How PartnerTap automates your account mapping with partners
With PartnerTap you can automate account mapping and control what data you share with each partner. The PartnerTap Partner Revenue Platform helps channel and sales teams identify the biggest revenue opportunities with each partner and share relevant information to sell into shared accounts.
1. Upload your spreadsheets
The easiest way to start is to simply upload all the lists of accounts you have from partners. Our Spreadsheet Upload Utility makes this a simple drag-and-drop process.
2. Connect your CRM
It’s easy to connect PartnerTap directly with your CRM system. Just use your Salesforce or Hubspot usernames to login and PartnerTap will automatically bring in your accounts.
3. Invite partners to connect
When you invite a partner to connect with you on PartnerTap they will receive an email with a link. Once they accept and sign up for PartnerTap you will be able to share selected data with them.
4. CRM-to-CRM real time updates
As each of your partners connect their CRM system with PartnerTap, you will get an ever-growing view of real-time mapped accounts with each partner. This always-up-to-date mapping works even during territory changes and when reps leave a team or company.
My Stratascale Channel Manager invited me to PartnerTap, and in less than 5 minutes we had mapped accounts and were identifying companies to target.
– Michael Cullen, VAST Data Channel Manager