We’re here to help

Check out our support resources, submit a ticket or contact us at 206.480.1088 or info@partnertap.com.

Quick FAQ

 

Q: How do I create an account if I don’t have a CRM?
A: Register for spreadsheet upload.

 

Q: What CRMs do you support?
A: We’re always adding new CRMs. Here is what we support right now: Salesforce, HubSpot, Miscrosoft Dynamics CRM, SharpSpring CRM, Close.io, and spreadsheet upload.  Send us a note with the CRM you use and we will do our best to add support.

 

Other Helpful links:

Onboarding: Getting Started 

Switching between roles

Account activation for non-Salesforce users

PartnerTap Best Practices for a Salesperson

PartnerTap Best Practices for a Manager

Logout of PartnerTap

 

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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


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