Partner Account Mapping

Always up-to-date partner data for each account

Ensure sales always has an up-to-date view of each partner, their aligned accounts, and who owns matched customer relationships with automated
account mapping.

Empower sales teams with a shared view of accounts

Sales rep view

Give each rep their very own tailored view of partner sales reps working in their territory engaged on current accounts.

CRM-to-CRM data exchange

Keep your partner information up-to-date and secure by connecting PartnerTap with both your CRM – and your partners CRM system.

CRM-to-Spreadsheet data exchange

Want to work with partners who don’t want to connect their CRM’s? No problem, they just upload their spreadsheet and PartnerTap instantly identifies shared accounts and new opportunities.

Machine learning algorithms

PartnerTap’s machine learning algorithms give you the most accurate enterprise account matching in the industry.

I used to waste hours each week trying to figure out who to work with at each partner company. Now with ParnerTap, I get straight to the right person every time.

– Nick Lambert, ADP District Sales Manager, Global Enterprise Solutions

Empower channel managers to scale

Impress and onboard new partners

Impress partners and get them started on a successful path with an instant list of accounts and opportunities your teams can work on together.

Upgrade your spreadsheets

With a real-time, channel manager-to-channel manager view of all your joint accounts, opportunities, account owners, and revenue for each partner.

Manage partner field engagement at scale

See where you can deliver substantial impact across your partner ecosystem and turn your ecosystem into a competitive moat around your customers.

With PartnerTap I’m finally able to ditch all the spreadsheets and focus on helping our partners and sales teams work together to drive revenue.

Start working with partners immediately

Get started quickly

Instantly see which partner reps map to each of your accounts

Upload partner lists from Excel

Run your Excel lists of accounts, sales reps and opportunities through PartnerTap to quickly see which partners can help.

Impress and woo a new partner

Is your partner not yet on PartnerTap? That’s ok too. Upload their list of accounts and watch their jaw drop when you send them back intelligence on the accounts you can work on together.

I used to waste hours each week trying to figure out who to work with at each partner company. Now with PartnerTap, I get straight to the right person every time.

Clean up your duplicate accounts

Improve your data

Get a full list of accounts that can’t be matched with partners and pinpoint the data that needs to be cleaned up.

Data Intelligence

Gone are the days when you need to “profile” with your partner. Enhance your current data with shared partner account information.

Empower Channel Managers to Scale

Pre-integrated with CRM

PartnerTap works automatically with the leading enterprise CRM systems including Dynamics, Salesforce, Hubspot, SAP, Oracle, Close.io, Sharpspring, Sugar and Zoho.

Get started quickly

PartnerTap is most powerful when you connect directly to your CRM, but you can also just upload a list of accounts, opportunities and owners in Excel.

Ecosystem-scalable solution

Start using PartnerTap with a single partner then scale it across your entire partner ecosystem to expand your center of influence in key target accounts.

Enterprise data protection

Protect your confidential customer data with our cross-partner security & visibility engine.

PartnerTap is the easiest way to automate partner account mapping and the best way to ensure partner account information is always up-to-date for your sales and channel teams. The automated Partner Account Mapping software solution is part of the PartnerTap Ecosystem Sales Platform.

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