Hello WeTransact Community!
Here’s a straightforward sales tactic to help you close more deals: Data Sharing with Resellers. Having visibility over the customer portfolio of your reseller can help you pinpoint quick-win and remove effort from your reseller to go quick on revenue generation.
TL;DR below
To do that, you only need two things from your reseller: Company Names and ideally Websites too. Then, you can prospect them, identify who could be your quickest buyers, and return to the reseller to ask for introductions in exchange for a margin or referral fee.
Many resellers hesitate to share data, but typically because they don’t know if it’s legal or possible—risk aversion.
Here, I’ll teach you how to position data sharing as a mutual growth strategy and overcome this “risk aversion.”
Data Sharing: The Key to Reseller Growth
As in any partnership, I hope you sent an NDA. If not, this is a great opportunity to send a Mutual NDA (example attached) or ask them to send one. Sometimes the latter is quicker since they don’t need to over-validate your NDA. Be quick about this first step.
Start simple. Explain that you are looking to generate easy & quick revenue by identifying their existing customers who could buy your solution. This can be positioned as a Partnership PoC (Proof of Concept) or a test motion.
Show your partner reseller the revenue potential upfront. Calculate the earnings for an average customer and make it so simple that the reseller can do the math in seconds. No complexity.
Then, explain that all you need to start is a simple Excel or CSV file containing their customer company names and websites. From there, you’ll return with a targeted list of potential customers for joint outreach or warm intros.
TIP 1 : Keep it low-effort for them.
Mention that you will also build a template for introductions so they don’t have to do any heavy lifting. This low-effort, high-impact approach fosters trust and positions you as a collaborative partner.
TIP 2 Address Compliance Concerns Early
When discussing data sharing, some partners may worry about regulations like GDPR. Clarify that sharing company names and websites (public B2B data) is legal and straightforward with an NDA in place.
Start with 50–100 customers and handle everything else:
Analyze the data and identify best-fit opportunities.
Equip the reseller with email templates for introductions.
Return with everything prepared so they can make a final decision and start introductions.
Keep them updated on conversation progress until deals are close-won.
Report revenue generated per customer.
Once this initial step proves successful, move the process into Crossbeam for programmatic execution. — There won’t be any excuses for not moving by then.
The Benefits of Data Sharing for Resellers
Instant Value – Identify high-potential accounts in your reseller’s customer base without extra effort from them.
Revenue Acceleration – Show them the revenue potential per customer, making the decision easy.
Trust & Collaboration – A transparent exchange builds long-term partnerships.
Once trust is established, move the partnership into Crossbeam for automated and secure data matching.
Bonus Tip:bangbang:: Consider handling everything through a meeting to make it more personal. You can give a name to this, such as Partnership PoC (Proof of Concept), to state the goal. Remember, resellers are a double sell—you sell them first, and you help them sell
TL;DR
Position data sharing as an opportunity for resellers to generate margin and revenue from their existing customer base.
Highlight how much revenue resellers can gain from these opportunities.
Start Small – Request a simple list (50-100 customers).
Emphasize that only customer names & websites are needed to build a target account list.
Secure the process with NDAs (Find attached a Mutual NDA template).
Mutual-NDA Template (1).pdf (508.5 KB)