CO-SELL AUTOMATION

Automate all the co-sell introductions and next steps

ISVs | Resellers | Alliances | Distributors | Marketplaces

Orchestrate co-sell motions

PartnerTap gives partner and channel managers an easy way to automate sales and partner opt-ins, introductions, deal registration, notifications and more with built-in workflow automation on each account.

Automated workflows

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

Action lists

Use the detailed mapped data you have with each partner to create action lists that can be shared with partners or used in 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 sales reps and partners will always know who to work and connect directly if they choose.

Track co-sell activity

All co-sell opt-ins, introductions, and co-selling activity is tracked in PartnerTap and can be automatically tracked in your CRM as well.

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.