Best Account Mapping Software

As the Director of Demand Gen at PartnerStack, I’ve collaborated for years with our partnerships team to use Account Mapping Software tools — Reveal and Crossbeam. PartnerStack has strategic tech integration partnerships with Crossbeam, Reveal, and PartnerTap.

Based on my experience, here’s my overview of the Account Mapping Software category.

The core features of account mapping software like Crossbeam, Reveal, and PartnerTap are primarily about “partner ecosystem insights.”

This means overlap detection in customer and prospect databases, real-time updates, secure data sharing, and often some degree of integration capabilities with CRM and PRM platforms.

You’re essentially getting a magnified view into where your sales opportunities lie in conjunction with your partners’.

The main benefits are pretty straightforward but huge: enhanced collaboration and streamlined co-selling or co-marketing strategies.

These platforms enable you to pinpoint shared opportunities without oversharing sensitive data. It’s like having a “superpower” for identifying cross-sell and upsell opportunities while protecting your own data turf.

Reveal calls it “Nearbound.” Crossbeam calls it “Ecosystem-Led Growth (ELG).” PartnerTap calls it “Partner Ecosystem and Co-Selling.”

Ultimately, every software in this category enables vendors to map accounts with partners to find overlap opportunities.

Typically, sales and partnership teams are the primary users.

The tool’s insights are invaluable for anyone involved in channel sales or who manages strategic alliances.

If you’re working in a role that benefits from understanding shared audience spaces with partners, you’re likely going to be logging into this daily.

Implementation varies by software but generally leans on the easier side of SaaS deployments.

You’re looking at setting up integrations with existing CRM systems, configuring data permissions, and mapping out which data sets you want to share.

The heavier lift is often more about strategic alignment and getting all stakeholders on the same page rather than the technical setup.

Reveal stands out for its extensive integration capabilities, making it a top choice for companies with complex tech stacks. It also enhances partner collaboration through direct communication tools within the platform.

Crossbeam, on the other hand, is lauded for its robust data security and compliance measures, ensuring that sensitive information stays protected while sharing crucial insights. It also offers a user-friendly interface that simplifies data navigation and analysis.

PartnerTap excels in sales enablement, providing actionable insights for sales teams and offering customized features for specific industries, which can be a game-changer for businesses looking for industry-tailored solutions.

Pricing can be as varied as the features.

Lots of users make do with a free plan. It’s one of the best things about using products in this category. You can try-before-you-buy on a free plan, not limited by time on a trial.

For those looking for more functionality, you might find basic plans starting around $500 per month, with more comprehensive enterprise solutions climbing into the thousands.