CO-SELL AUTOMATION

Automate all the co-sell introductions and next steps

Orchestrate co-sell motions

PartnerTap gives partner and channel teams the ability to automate sales plays, through-channel plays, co-sell plays, and P2P plays with data-driven workflows.

Automated workflows

PartnerTap’s Co-Sell Engine makes it easy to run opt-in workflows to sales reps and partners, or between partners, and automate co-sell introductions so they can go after deals quickly.

Action lists

Use the detailed mapped data you have in your partner ecosystem to create targeted action lists that can be shared with partners or used in run through automated workflows.

New co-sell deal alerts

Automatically notify partners and reps when there’s a new logo or expansion opportunity for them to go sell together. Send an automated nudge if someone doesn’t reply.

Keep reps and partners aligned

With PartnerTap’s real-time data sharing and account mapping your sellers and partners will always know who to work with and have the option to connect directly if they choose. Partner sales rep information on each account can be pushed back into your CRM so reps have this information at their fingertips.

Track co-sell activity

All sales play invitations, opt-ins, introductions, and co-selling activity is tracked in PartnerTap for closed-loop pipeline attribution for every sales play and partner. Co-sell activity can be automatically tracked in your CRM as well.

Impartner auto deal registration screenshot

Auto-register deals in PRM

When Channel Managers identify new logo or expansion opportunities and both sales reps and partners opt-in to co-sell into that account workflows can automatically register these new deals in your PRM. Mapped partner account data can also be pushed into your PRM system with native integrations to Impartner and Salesforce.