Our Reviews of the Best Partner Account Mapping Software:
Here is our list of the best co-selling and account mapping platforms:
Crossbeam
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Crossbeam helps companies build more valuable partnerships by providing free account mapping tools, industry-leading networking, and growing integration marketplaces. Revenue and partnerships are finally united with their free account mapping tools, industry-leading networking, and growing integration marketplaces.
- Account mapping
- Analytics
- Co-marketing
- Account mapping: Identify overlapping customers, shared pipeline, and more by connecting with partners.
- Crossbeam makes it easier to get the job done by tapping your network for assists and warm intros with Salesforce, Slack, and other collaborative tools.
- Integrate Salesforce, Outreach, Salesloft, HubSpot and other CRMs to enrich account views with insights from these systems.
- Currently, there is no functionality to build pipelines with partners and add custom fields from your CRM to the reports.
- You need to be sure your CRM has clean and up to date information that can be piped into Crossbeam.
- Searching for partners on their platform is not as easy as users would like.
- Salesforce
- HubSpot
- Google Sheets
Reveal
The Reveal Collaborative Growth Platform enables B2B firms to benefit from their partner networks by driving tangible ROI. With Reveal, you can instantly discover shared clients and prospective clients, collaborate more easily to procure more deals, and maintain data privacy and security.
- Account mapping
- Lead prioritization
- Lead generation
- They have a fantastic customer support team to ensure you're set up for partnership success.
- The ability to track referrals and pipeline more easily at the individual partner level.
- Reveal's automated account mapping features saves users hundreds of hours/years.
- You need a CRM to integrate with their platform.
- Currently there is no AE/sales rep view within the dashboard to work out of.
- Currently there is no way to track deal progression easily.
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- Salesforce
- Zoho
- HubSpot
CoSell.io
Using Cosell, marketing, sales, and partnership teams can increase relationship-lead growth by matching, introducing, and referring people efficiently and effectively.
- Account mapping
- Automated introductions
- In-app messaging
- The ability to source warm introductions to prospects have a great impact on revenue growth.
- It only takes a few minutes to get set up and running with partner account matching.
- You can build out different teams within the app to work accounts.
- They're a newer application so there will likely be a few bugs to sort through.
- More ways to track and measure referrals would be a great product feature addition.
- Some partners can be reluctant to use CoSell due to data privacy concerns, but they do have regular penetration testing and security reviews to ensure a secure platform.
- Salesforce
- HubSpot
- LinkedIn
Partnertap
PartnerTap's Ecosystem Sales Platform instantly maps all of your accounts against all of your partners' accounts and provides both your sales channels and teams with the reports they need to discover new sales opportunities. PartnerTap connects you with the best partner(s) on every account to help your business grow faster.
- Account mapping
- Co-selling
- Ecosystem analytics
- Map millions of accounts to identify your mutual overlap with each partner.
- You can control what data you share with each partner.
- Partnertap's partner ecosystem analytics software delivers data to sales teams, allowing them to identify the biggest revenue opportunities and drive more revenue with each partner.
- You need to share a lot of your CRM data to get the most out of the platform.
- The interface could use some updates to make it a bit more clean to use.
- Learning the ins and outs of the platform to use it to it's max capacity make take some time.
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- Salesforce
- Tableau
- HubSpot
