PartnerTap Features
Data Availability (3)
Contact Data Availability
Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.
Company Data Availability
Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy (3)
Contact Data Accuracy
How accurate and up to date is the contact data?
Company Data Accuracy
How accurate and up to date is the company data?
Technographic Data Accuracy
How accurate and up to date is the technographic data?
Features (7)
Lead Builder
Ability to create targeted contact lists.
Integration to CRM/Marketing Automation
Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.
Data Segmentation/Filtering
Functionality to filter or segment data from within sales intelligence software
Search
Offers search tools that allow users to find the data they need quickly
Connections
Find the people you know that can introduce you to contacts at prospects
Reporting
Provides ability to create the reports that meet your business requirements
Messaging
Provides ability to message contacts directly from within the sales intelligence software
Platform (6)
Internationalization
Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting/Dashboards
Access pre-built and custom reports and dashboards.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
APIs
Enables integration to external systems
Account Mapping (3)
Common overlaps
Finds common overlap between you and your partner's prospects
Mapping Segmentation
Defines partnership overlaps into prospects, open opportunties or current customers
Account Mapping Playbook
Provides suggestions for what to do when data between partners intersect
Partner Discovery (3)
Competitive Discovery
Allows users to search by brand to see who is driving traffic for your competitors.
Social media discovery
Allows users to
Content-Based Discovery
Allows users to identify partners by content based on search rankings to ensure optimal collaboration.
Partner Collaboration (3)
Brand Messaging
Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.
Offer Management
Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.
Catalog Management
Allows users to provide partners with product catalogs to help gudie them towards the right products to promote
Analytics (3)
Conversion Tracking
Allows users to track partner conversions
Customer value tracking
Allows users to track the partners that bring in your most loyal customers.
ROI Measurement
Allows users to measure partner-influenced revenue to show ROI
Integrations (3)
Data warehouse Integration
Allows users to integrate data from data warehouse software into the partner ecosystem platform
CRM Integration
Allows users to integrate data from a CRM into the partner ecosystem platform
Account-Based Marketing Software Integration
Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform
Centralized computation (1)
Centralized Computation
Offers a centralize, neutral location for parties to conduct data analysis.
Localized computation (1)
Localized computation
Offers localized computation, where data remains where it resides and is called by API in order to conduct analysis.
Agentic AI - Sales Intelligence (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
