4+ Best Partner Co-Selling & Account Mapping Software

Image of author Nick Cotter
Nick Cotter
Account Mapping
December 20, 2022
-
10
min read

If you’re a business owner or partner manager, you know that choosing the right account mapping software is essential to your program’s success. From lead prioritization to co-marketing, the best account mapping software can help you streamline processes, drive revenue, and exceed your targets. In this guide, we’ve reviewed, tested and ranked the best account mapping software, giving you the best options to choose from for your business.

Featured partner sponsors
Featured Partner
Image of Everflow Affiliate Marketing Software
Everflow
Everflow is a Partner Marketing platform for managing your partnerships, tracking all marketing channels, and amplifying your performance.
Get Started →
Featured Partner
Image of Kademi PRM Software
Kademi
Kademi is an all-in-one partner relationship management platform built for B2B organizations needing a highly customizable partner channel program.
Get Started →

What is the Best Partner Account Mapping Software?

Here is our list of the best co-selling and account mapping platforms:

Image of Crossbeam logo

Crossbeam

Growann's Software Review:
Image of full star review ratingImage of full star review ratingImage of full star review ratingImage of half a star review rating
4.4
out of 5

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: 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.
Pricing for Crossbeam can vary greatly depending on what types of features and needs your team is looking for. That said, their pricing can range from $0/month up to $500/month.
Best Fit For:
Small Business & Mid Market Businesses
Free Trial Offered?
YES!
NO.
Pricing Plan 1:
$0/month
Pricing Plan 2:
$500/month
  • Salesforce
  • HubSpot
  • Google Sheets
Get started →Get a quote →
Image of software rating badge
Image of Reveal logo

Reveal

Growann's Software Review:
Image of full star review ratingImage of full star review ratingImage of full star review ratingImage of half a star review rating
4.3
out of 5

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.

  • 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.
Pricing for Reveal can vary greatly depending on what types of features and needs your team is looking for. That said, their pricing can range from free up to custom pricing.
Best Fit For:
Small Business & Mid Market Businesses
Free Trial Offered?
YES!
NO.
Pricing Plan 1:
$0/month
Pricing Plan 2:
CUSTOM
  • Salesforce
  • Zoho
  • HubSpot
Get started →Get a quote →
Image of software rating badge
Image of CoSellio logo

CoSell.io

Growann's Software Review:
Image of full star review ratingImage of full star review ratingImage of full star review ratingImage of half a star review rating
4.2
out of 5

Using Cosell, marketing, sales, and partnership teams can increase relationship-lead growth by matching, introducing, and referring people efficiently and effectively.

  • 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.
Pricing for CoSell.io can vary greatly depending on what types of features and needs your team is looking for. That said, their pricing can range from free demo up to custom pricing.
Best Fit For:
Small Business & Mid Market Businesses
Free Trial Offered?
YES!
NO.
Pricing Plan 1:
CUSTOM
Pricing Plan 2:
CUSTOM
  • Salesforce
  • HubSpot
  • LinkedIn
Get started →Get a quote →
Image of software rating badge
Image of Partnertap logo

Partnertap

Growann's Software Review:
Image of full star review ratingImage of full star review ratingImage of full star review ratingImage of half a star review rating
4.2
out of 5

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.

  • 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.
Pricing for Partnertap can vary greatly depending on what types of features and needs your team is looking for. That said, their pricing can range from free up to custom pricing.
Best Fit For:
Mid Market & Enterprise Businesses
Free Trial Offered?
YES!
NO.
Pricing Plan 1:
CUSTOM
Pricing Plan 2:
CUSTOM
  • Salesforce
  • Tableau
  • HubSpot
Get started →Get a quote →
Image of software rating badge
Featured Partners
Software Rankings:

Partner Account Mapping Software Pricing Comparison Tables:

In this section, we will be comparing the pricing of various partner account mapping software tools on the market. We will be examining the features and pricing plans offered by each tool, as well as any additional costs or fees that may be involved. This comparison will help you make an informed decision about which partner account mapping software is the best fit for your needs and budget. By understanding the features and costs of these tools, you can effectively plan and allocate your resources to ensure a successful partnership management strategy.

Platform Free Trial? Pricing #1 Pricing #2
Crossbeam true $0/month $500/month
Platform Free Trial? Pricing #1 Pricing #2
Reveal true $0/month CUSTOM
Platform Free Trial? Pricing #1 Pricing #2
CoSell.io false CUSTOM CUSTOM
Platform Free Trial? Pricing #1 Pricing #2
Partnertap true CUSTOM CUSTOM

Partner Account Mapping Software Aggregated Review Comparison Tables:

As a business owner or marketer looking for partner account mapping software to help manage and optimize your partnerships, it's important to have the right tools. Aggregated review comparison tables can be a useful resource for quickly comparing different options. These tables gather together reviews from various sources and present them in an easy-to-read format, allowing you to get a sense of overall sentiment towards a particular software product. In this section, we'll provide a comparison table that examines key factors for a range of partner account mapping software products, including customer support, software performance, and value. This comparison table can help you make an informed decision or better understand the market.

Software Customer Support Performance Value Total Product Rating
Crossbeam 4.3 4.5 4.4 4.4
Software Customer Support Performance Value Total Product Rating
Reveal 4.2 4.3 4.3 4.3
Software Customer Support Performance Value Total Product Rating
CoSell.io 4.4 4.3 4.2 4.2
Software Customer Support Performance Value Total Product Rating
Partnertap 4.4 4.4 4.2 4.2

The factors we use to rank software:

Ranking disclosure: We review software, compare products, and connect with users to help them find the right tool for their business. Some of the software that appear on our site are from companies from which Growann.com receives compensation. This compensation may influence the order in which the products appear, but we will not add a recommended vendor to the list we haven't researched thoroughly. Not all vendors in this category are listed within Growann.com's ranking link so be sure to due your due diligence before making any final purchase decisions.

Ranking and review factors:

  • Ease of use for application users
  • Design of the UI
  • Features available
  • Pricing
  • Scalability
  • Pros/cons
  • Integrations available
  • Number of years in business
  • Feedback across other review aggregate sites

What does co-selling mean?

Co-selling is a term used to describe the process of two people selling a product or service together. The idea is that when you work with a friend or someone you know well, you can make your pitch more personal and appeal to the buyer's needs more effectively than if you were pitching alone. This can be useful for all types of partnerships, including those between businesses and their customers, businesses and other businesses, or even just between friends who want to sell something together!

What is partner co-selling?

Partner co-selling is a way to work with your partners to sell your product/service. It's not just about cross-promoting or having a mutually beneficial relationship—it's about helping each other out and truly understanding how you can help each other grow. The idea is that you both take on the role of "partner," which means that you must be as honest, open, and communicative as possible with each other. You both have different parts in the sales process, but they all involve helping each other out. You can do this by providing product training to your partner's team, setting up joint meetings with prospects, evaluating the effectiveness of your partner's sales strategy and sharing best practices, etc.

Why is co-selling important?

Co-selling is essential in sales and partnerships because you can leverage your network (partnerships!) to help sell your products more effectively to prospects. Whether that’s packaging up your products together (“we’re better together!”) in the initial proposal buildout phase or working together with partners and sales reps at other organizations to put in a good word about your company’s product offering.

How do I account map with partners?

You can typical account map with partners in 2 different ways. The first method is the good ole fashion manual way! Yes, this method is time-consuming and can be annoying to keep track of updated deals and new accounts, but it’s still effective if you don’t want to pay a software fee. You and your partner will just need to download your CRM data, upload it into a spreadsheet and run a vlookup to begin the account mapping process. Second, you can use a partner account mapping software like the ones listed above.

What is partner mapping?

Partner mapping is a process that helps companies identify the partners they need to do business with. It's also a way of making sure those partners are on the same page, so that everyone is working toward the same goal. Partner mapping can be done at various levels of granularity depending on how much detail you want to include: from high-level top-level mapping to detailed partner engagement plans.

How to choose a partner account mapping software?

When choosing a partner account mapping software, you’ll want to ensure the software has a few features: CRM integrations, in-app messaging, deal tracking, automated updates, GDPR compliance, easy-to-use UI, partner recruitment, and channel insights and analytics.

Related Software Comparisons