How PartnerTap enterprise security and sharing controls work
1. Protect sensitive accounts
During your initial setup process we help you define the types of accounts you want to pull into PartnerTap and identify sensitive accounts that should never be pulled in or shared with partners.
2. Customize your fields
We make it easy to customize and map which fields you want to pull into PartnerTap from your CRM system. Enrich your ecosystem analysis by pulling in existing client products, account revenue, and any other information from your accounts and opportunities.
3. Partner-specific share settings
Not all partners are equal and we know one size doesn’t fit all. Our Share Settings let you define what types of accounts and information you want to share with each partner on a partner-by-partner basis.
4. Trusted by enterprise customers
PartnerTap is trusted by enterprise customers who take data security very seriously. America’s largest payroll company trusts PartnerTap to protect their data and let their sales and channel teams collaborate with partners online.
We saw an ROI in the first quarter using PartnerTap. We closed two new customers and accelerated the sales cycle on numerous other prospective accounts.
– George Gadebusch, VP Technology & Product Sales, World Travel, Inc.