Use account mapping tools to identify the right opportunities

Knowing where to put — and not put — your resources is paramount for partner managers. Automate the work in identifying and avoiding time-sucking dead ends by using account mapping tools to easily recognize the opportunities that are worth your time.

THE EXPERT

"In this environment, you need to be super efficient and you need to be hyper-targeted and you don't have time to waste time and energy in areas that you shouldn't be. Ecosystem intelligence informs next actions, like answering which partner you should use for specific deals.”

Chris Friedel, Head of Partnerships

SUGGESTED USE-CASES

Recruiting

Activating

Tracking

Commissioning

Optimizing

Consider:

Consolidate your tech stack with PartnerStack and Crossbeam’s integration
Gain internal alignment to ensure your sales, marketing and partnership teams are working on the right accounts
Fall back on data to know when to say no to opportunities that aren’t worth your time

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Importing data into your PartnerStack account

Make quality data a priority

This is an important step to consider before you invest your time analyzing the overlap between your own data and your partners’ — because the learnings will only be valuable if the data is sound and complete. Make it a priority to capture the right data in your PRM and CRM from the start.
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A screenshot of the HubSpot and PartnerStack integration

Tap into data with account mapping software

Account mapping tools are valuable in unlocking new revenue by allowing you and your partners to share information on prospects to identify joint opportunities. PartnerStack and Crossbeam’s integration allows you to identify opportunities and refer leads in a seamless experience.

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A screenshot of Crossbeam's integration with PartnerStack

Identify partners with your desired ICP

Don’t just talk with partners — check the data. Conduct a thorough assessment before spending time and resources on an opportunity that may not lead to increased revenue. Do this by connecting on Crossbeam to vet a partner’s goals, market and ICP yourself.

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Additional resources:
‍Boost your customer acquisition strategy with a smart account mapping plan.

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