PartnerTap Best Practices: Manager

Pull up PartnerTap during your 1:1 with your salesperson
Login to PartnerTap and check the Rep report page. Look to see if there is pending requests. Discuss partnerships that might bring value to your salesperson.
Go to Outbound Opportunities report – Look at what opportunities are being shared by your salesperson’s partners
Go to the Mapped Accounts report – Look at the global mapping with all your partners
Go to the Get Reports page– The last report is a list of all the chats between your sellers and their partners. This is a fantastic coaching tool to gain insight on who is really “partnering better”.