Multi-Partner CRM Environments
Instantly sync and map data across CRM systems
Explore use cases:
PARTNERTAP MULTI-CRM ORGS USE CASES
How companies with multiple CRMs use PartnerTap
Sales ops uses PartnerTap to connect, sync, and map accounts across all internal CRMs. Account Executives across the company use PartnerTap’s MCP to easily find out who to co-sell with in other divisions. And demand generation teams use PartnerTap’s co-selling workflows to run strategic cross-selling campaigns between AEs in working in different CRMs.
TECHNOLOGY CONGLOMERATE
Activate more cross-selling sales campaigns
Identify the best customers for cross-sell sales plays and use PartnerTap’s co-selling workflows to connect the right account executives in each division for account planning conversations. Use automated attribution report to track the new pipeline generated for each division.
SOFTWARE COMPANY
Agentic internal co-selling for sales teams
Let any sales rep ask their favorite AI tool who owns their accounts, and who can help influence their opportunities, across all divisions of your company. Give account executives the up-to-date information they need with a multi-CRM view of every account and opportunity.
M&A TEAM
Use data for market sizing prior to acquisition
Before paying millions or billions to acquire a company, M&A teams use PartnerTap to do double-blind account mapping with the company to accurately size the market opportunity and develop a data-driven sales integration plan.
M&A TEAM
Drive strong ROI post-acquisition
Most acquisitions fail to meet revenue expectations. With PartnerTap companies can instantly align newly acquired sales teams with the existing AEs and sales teams on mutual accounts and jumpstart new revenue with targeted co-selling campaigns.
Why do companies with multiple CRM systems need PartnerTap?
Whether you have two internal CRM systems, or 200 CRM orgs, aligning sales teams and co-selling across divisions is hard. With customer data, sales opportunities, and sales teams each working in their own CRM silos it’s hard to scale cross-selling motions, optimize sales territories, and get a shared view of accounts and pipeline across systems.
At the individual level, sales reps know they should be collaborating with their internal peers, but it’s hard to figure out which sales rep, product specialist, or customer success manager can help accelerate a deal.
PartnerTap’s agentic co-selling solution becomes a neutral digital clean room for all the internal CRM systems, automatically maps millions of accounts, and makes this combined data available through an MPC so sales and success teams can instantly get the cross-CRM answers they need.
“PartnerTap has a unique approach for tracking multi-touch marketing and multi-partner influence on pipeline and revenue. PartnerTap’s automated attribution product can bring together the 28 significant marketing and partner events that drive and influence today’s enterprise deals.”
Jay McBain
Chief Analyst Channels, Partnerships & Ecosystems, Omdia
Financial impact
PartnerTap customers drive impressive outcomes
PartnerTap’s customers drive impressive outcomes and have the attribution reports to prove it.
50%
Partner Manager time saved each week
Top 5 global software company’s PAMs moved from reactively looking up accounts one-by-one to proactively identifying new pipeline.
100x
More partner sales rep introductions
Top 10 global OEM activated thousands of new sales conversations for refresh and cross-selling sales motions.
$1B
New partner-sourced pipeline generated
Top 5 global software company generated more than a billion dollars in net-new pipeline for their sales teams and partners.
40%
Win rate on PartnerTap deals
Top 10 global OEM sees 4x higher win rates on opportunities identified and activated by PartnerTap.
MCP & AI
Agentic Co-Selling Platform
PartnerTap’s MCP gives companies unlimited access to the interconnected, multi-partner mapped data, attribution details, and power of PartnerTap so companies can add agentic co-selling to their existing sales agents, marketing agents, partner team agents, and success team agents.
We use PartnerTap to orchestrate our Power of Three program and run co-sell sales plays with, through, and across our partner ecosystem.”
Darryl Gray
SVP ISV Partner Management
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