Automate Account Mapping
Everyone does account mapping
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.
The PartnerTap automated account mapping is popular with both channel teams and sales reps because it eliminates spreadsheet swapping and is the fastest way to find overlapping accounts with each partner. Here are a few more reasons our customers swear they will never go back to the old ways now that they have PartnerTap:
- Machine learning algorithms can map accounts from different companies even if they have different names entered in your CRM system
- Can get start fast just by uploading your list of accounts and all your partner spreadsheets
- Can automate account mapping forever by connecting PartnerTap directly with your CRM
- Quickly find the right partner sales rep on each of your mutual accounts
- Identify new accounts you could be selling to that aren’t yet in your CRM system
- Empower channel managers to scale with powerful Channel Insights
- Empower your sales team to co-sell and share insights with partners on shared accounts
“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!”
PartnerTap Makes Companies More Money – Every Day
32K
connected partners
$25m
*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.