Until very recently, account mapping was a necessary risk, but now you can securely share your customer account data by using a Partner Ecosystem Platform.

Partners will never give each other direct access to their CRM accounts. Your customer lists and open opportunities are the lifeblood of your company and must be appropriately secured.

Enterprises can never actually drive revenue with partners without some level of joint-account mapping. This requires sharing a limited set of information about your customers and prospects with select partners in a controlled way.

The only sustainable and scalable way to do this is with a neutral digital platform that lets both sides of each partnership decide and control what information they want to share. This sort of neutral, “Switzerland”, digital partner platform will allow channel and sales teams to securely share data that helps you grow revenue together. 

Infographics showing how to securely share your customer account data

This is exactly why we built PartnerTap. To give enterprises the security and control needed to automate account mapping, get detailed insights into each partner’s market, and co-sell with partner sales teams.

Channel and alliance managers now have the ability to control what is being shared with their partners. Because partner managers will inevitably have to share data for their partnerships to be profitable, it is important to have full control over what is going to be shared with your partner.


Channel managers can source revenue in open deals and accelerate sales cycles by seeing where the potential revenue is. This creates opportunities to link partnering sales reps and co-sell together. Subsequently, both teams can be equally compensated reducing channel conflict. 

Utilize Enterprise Security and Controls to Securely Share Customer Account Data

PartnerTap meets all the customization, security, and data controls requirements of the most security-conscious enterprises. So, you can work confidently with all partners knowing your data is protected. You also have the ability to control how much information you share with your partner. You can link your CRM to PartnerTap and share only specific information. Traditionally, Excel spreadsheets are sent from one partner to another over Dropbox or email. Email is certainly a risky option for enterprises when they share files. Luckily, you don’t have to do that anymore.

Second infographic showing how PartnerTap is compliant with all security protocols

Partner-by-Partner Data Sharing Controls

Not all partners are equal, and one size can’t fit all. PartnerTap gives enterprises the ability to protect sensitive accounts and define what data you want to share on a partner-by-partner basis. Compared with traditional account mapping this is exponentially safer.

Securely Share Customer Account Data with this dashboard

Two benefits to using a secure Partner Ecosystem Platform like PartnerTap:

  • Mapped Data isn’t visible until both sides of the partnership define what they want to make visible
  • Customize the exact data you want to share with each partner

Having a Partner Ecosystem Platform like PartnerTap allows you to securely share your customer account data with your partners, so you don’t have to worry about any security breaches or handing over what you don’t want partners to see. At the end of the day, what you want is for your sales teams to have visibility into the best possible deals. Mapping accounts in this secure way gives you the vision you require, so you can focus on securing more revenue for your company.

Stay up to date with the latest info about strategic alliances and co-sell partnerships.

Partner Ecosystem Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

For everyone that wants to see mutual account overlap with partners

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Insights

For channel teams to get segment-by-segment insights into partner accounts and opportunities

Co-Selling

For sales reps and teams who want to get and share insights with partners on mutual accounts

Ecosystem Analytics

See all the growth opportunities within your partner ecosystem

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications


Industry Overview

Every B2B products and services company works with partners. PartnerTap helps you grow revenue with your partners.

Financial Services

Extend your reach as a trusted adviser and win more corporate clients

Hardware

Expand your distribution with smarter partnering

HR Tech

Co-sell with the leading HR technology sales teams

Healthcare

Sell more medical products and services with partners

Insurance

Grow insurance sales with partners

Professional Services

Extend your sales reach with partners

Software

Sell more software with partner insights

Telecommunications

Accelerate co-selling with agents, brokers and sales reps

Travel

Win more corporate travel business with partners

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Industry Overview

Insurance

Hardware

Software

Professional Services

Healthcare & Life Sciences

Banking and Financial Services

Travel

Telecommunications

HR Tech