CRM MAPPING SOLUTION

Instantly sync and map data across CRM systems

Whether you have two internal CRM systems, or 200 CRM systems, aligning sales teams and co-selling across divisions is really hard. With customer data, sales opportunities, and sales teams each working in their own CRM silos it’s been historically difficult to optimize territories and give everyone a shared view of their accounts and pipeline.

At the individual level, sales reps know they should be collaborating with their internal peers, but it’s almost impossible to keep track of who to work with on each account. Just figuring out which sales rep, product specialist, or customer success manager can help accelerate your deal can take weeks. And at the macro level it can take sales operations teams months to analyze sales data from every CRM to figure out the optimal territories and comp plans for the next year. The PartnerTap Ecosystem Sales Platform makes it easy for sales operations team to instantly sync and map data across all your internal CRM systems.

PartnerTap makes it easy for account managers and customer success teams to work with the partners already engaged with each of your customers. Using data from PartnerTap these 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 customer success teams can get the detailed partner data they need where they already work.

PartnerTap is now the single source of truth for the entire partner ecosystem around our target accounts.

Phil Manez,

Director Channel Sales

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Streamline mapping CRM data across all your internal CRM systems

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Ecosystem Sales Platform

PartnerTap is the only partner ecosystem platform designed for the enterprise. We make it easy to automate CRM mapping, identify net new sales opportunities, share pipeline, and push all mapped CRM data back into each CRM so sales, marketing, and customer success teams can access this data where they already work.

Partner, channel, sales, and customer success teams use PartnerTap’s partner ecosystem software to align with both internal and external partners on shared accounts, identify 10x more pipeline, accelerate deals with people that have the strongest existing relationships, and work together to make customers successful.

  • Sync and map CRM data across unlimited CRM systems. Real-time CRM mapping means your data is never stale or out of date
  • Invite unlimited partners to connect and share data with you, or start by uploading all the partner account spreadsheets you already have
  • Control what data you share with each partner
  • Instantly map millions of accounts to see your mutual customer and prospect overlap
  • Improve customer success with a coordinated network of aligned internal and external partners surrounding each customer
  • Identify new cross-sell and up-sell opportunities to go after with each sales team and each partner
  • Identify net-new “greenfield” accounts that should be added into each CRM system for their sales teams to go after
  • Empower sales teams to leverage internal relationships and partners to accelerate deals with the people that have the strongest existing relationships at each account.
  • Push partner data back into your CRM so sales, marketing, and customer success can see all the other sales teams, success teams, and partners engaged on each account and opportunity
  • Share pipeline to let your internal and external partners track real-time changes to your co-sell, cross-sell, or reseller deals
  • Build-up a company-wide view of your customers, prospects, installed products, pipeline, and partner impact on your business with comprehensive channel mapping
  • Use multi-CRM Ecosystem Reports to pinpoint specific accounts for specific multi-division or partner-to-partner expansion and success strategies
  • Build an ecosystem data lake with all your partner data
  • Get credit for the revenue partners unlock for your company – and the revenue your company drives across your ecosystem
  • Sail through the toughest security reviews with a SOC2 Type II certified solution that has already passed the toughest industry reviews at customers like ADP, SAP and HPE.

PartnerTap Accelerates Ecosystem Growth

10x More partner sales opportunities

$1MPipeline sourced during 30-day pilot

$110M Deal sourced and closed with PartnerTap

100% Real-time account mapping

We saw 500% growth in channel pipeline in the first quarter using PartnerTap.”
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Randy Fahrbach,

Director of North American Channel

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