4+ Best Partner Co-Selling & Account Mapping Software

Say goodbye to spreadsheets, headaches, and lost deals. There’s new software on the market to help support your channel growth! Whether you’re a partner manager, sales rep, or c-suite leader looking to streamline your partner co-selling and account mapping activities, you’ll want to check out our list of best partner co-selling and account mapping software.

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Everflow
Everflow is a Partner Marketing platform for managing your partnerships, tracking all marketing channels, and amplifying your performance.
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Kiflo
Kiflo is one of the leading partner management solutions for SMBs. With the Kiflo platform, you can run all different kinds of partner programs, from affiliate, referral, to reseller partnerships.
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What is the Best Partner Co-Selling & Account Mapping Software?

Choosing the right partner for co-selling & account mapping software is challenging. There are more than a few solutions on the market, but only one will match your requirements and sales processes. This shortlist of top partner co-selling & account mapping software should help you decide.

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Crossbeam

Growann's Software Review:
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4.4
out of 5
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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.
  • 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.
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Reveal

Growann's Software Review:
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4.3
out of 5
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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.
  • 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.
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CoSell.io

Growann's Software Review:
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4.2
out of 5
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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.
  • 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.
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Partnertap

Growann's Software Review:
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4.2
out of 5
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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.
  • 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.
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Software Rankings:

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.

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