How PartnerTap automates your account mapping with partners
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.
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.