BUSINESS MAPPING SOFTWARE

Unfortunately, most account management and customer success teams lack the data, tools, and platform they need to share data and collaborate with partners on their shared customer. Account managers often don’t even know which other partners are engaged at a customer, and who to work with at each partner to help maximize each customers’ success. Instead of being able to work as a broader, more powerful team, each company’s account managers try to influence success and retention within their silo. The best way to ensure customer success and retention is with an ecosystem-wide co-retention strategy.

PartnerTap makes it easy for account managers and customer success teams to work proactively with the partners already engaged with each of your customers to develop co-retention strategies. Using data from PartnerTap’s business mapping software your teams will be able to prioritize partner relationships, and work with the right product specialists, sales reps, and customer success reps assigned to their same accounts at each partner. Most importantly, all partner data from PartnerTap is pushed back into your existing CRM so your account managers and customer success team can get the detailed partner data they need where they already work.

• Invite unlimited partners to connect and share real-time data with you, or start by uploading all the partner customer spreadsheets you already have
• Control what data you share with each partner
• Instantly map millions of accounts and opportunities to see your mutual customer and prospect overlap
• Improve customer retention with a network of trusted partners surrounding each customer
• Identify new cross-sell and up-sell opportunities to go after with each partner at each customer
• Empower sales teams to leverage partners and accelerate deals with the best partner on each account
• Push partner data back into your CRM so sales, marketing, and customer success can see the partners engaged on each account and opportunity