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.

Partner Ecosystem Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

For everyone that wants to see mutual account overlap with partners

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Insights

For channel teams to get segment-by-segment insights into partner accounts and opportunities


For sales reps and teams who want to get and share insights with partners on mutual accounts

Ecosystem Analytics

See all the growth opportunities within your partner ecosystem

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications

Industry Overview

Every B2B products and services company works with partners. PartnerTap helps you grow revenue with your partners.

Financial Services

Extend your reach as a trusted adviser and win more clients


Grow insurance sales with partners


Sell more software with partner insights


Expand your distribution with smarter partnering

Private Equity

Build an acquisition revenue machine


Accelerate co-selling with agents, brokers and sales reps

HR Tech

Co-sell with the leading HR technology sales teams

Professional Services

Extend your sales reach with partners


Win more corporate travel business with partners

Company Overview

We built PartnerTap to help companies drive more revenue with partners. Learn about our story and background.


Learn about our executives and company leaders helping customers drive more revenue


Learn more about our technology and consulting partners


Read our latest blog post or browse the archives for partnering best practices

Contact Info

Need to speak with someone at Partnertap or reach support?


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