PartnerTap Best Practices: Salesperson

  • Log in daily.
  • Download on mobile to get notifications on the go.
  • Invite partners by email who don’t see in the search.
  • Check for recommended partners often.
  • Connect with people who you have matched accounts with.
  • Schedule regular, reoccurring 1 on 1’s with partners who you have multiple accounts with.
  • Send “intel” on accounts where you can add value.
  • Turn on Opportunity sharing with most trusted partners.
  • Check your “Tap” daily for up-to-date information on accounts your partners are talking to
  • IE: Your POC, insight into their objections, intel on changes, competing projects etc.
  • Send & request “intel” on accounts you want assistance with (all intel is logged nightly in your CRM)
  • PartnerTap can provide visibility into account alignment when territories change.
  • Managers can export matched accounts and alignment for open territories.
  • This does not replace sending a lead, please still use the portal to formally submit a lead.

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