How it works
PartnerTap is easy to set up and gives you full control over what you share with each partner.
01 Sign up for free
Channel teams can use PartnerTap free to map unlimited accounts with unlimited partners – forever.
Connect with your CRM. Sync with your CRM to have your accounts instantly pulled into PartnerTap. 100% native integrations mean you don’t need any 3rd party system and it just works. Or, upload your accounts via .csv file.
02 Invite your partners
Invite partners to connect with you on PartnerTap for real-time data sharing and account mapping. Invited partners can use PartnerTap for free.
Control what you share in your digital clean room. You decide and control what data you share with each partner.
Upload partner spreadsheets. Upload those partner customer lists you already have to instantly see the overlap with your accounts and sales reps.
03 See your account overlap
Instantly map millions of accounts and identify all the new logo and expansion opportunities with each partner.
See partner account owners. Get up-to-date partner sales rep information so your sellers know exactly who to work with on each account.
04 Upgrade for advanced ecosystem and co-selling features
Access multi-partner ecosystem reports and co-sell automation workflows that make it easy to scale up co-selling across thousands of sellers and partners.
Share and track partner pipeline. Track shared opportunities from all your partners in one place. Get real-time visibility to each partner opportunity as deals progress through the sales cycle.
05 Auto-connect sales with partners
Let sales reps and partners opt-in to co-sell in digital deal rooms and push all mapped partner data back into your CRM so sales, marketing, support, and success teams have real-time visibility to partners engaged at each account.
Native CRM reporting & dashboards. Include partner data in your CRM reports and dashboards.
06 Get ecosystem-wide data and attribution
As each partner connects and shares data you’ll build up a powerful multi-partner view of every customer, prospects and sales opportunity.
Get co-sell attribution data. All account mapping and co-selling activities are tracked in PartnerTap so you can measure the impact each partner makes on pipeline and revenue.
Ecosystem-informed growth strategies. Empower every channel, sales, product, marketing, and success person at your company to leverage ecosystem data in their planning and growth strategies.
PartnerTap Accelerates Revenue
2900% More new logo deals sourced in first year
$110M ACV of single deal sourced and closed with PartnerTap
100% Real-time account mapping