PartnerTap Best Practices: Salesperson

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.