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.