Learn how data sharing can accelerate growth for ISVs. Discover actionable insights to improve reseller collaboration, streamline operations, and boost revenue with expert advice from Crossbeam and WeTransact leaders.
Let’s face it: being an Independent Software Vendor (ISV) isn’t for the faint of heart. You’re constantly juggling the need to grow your market reach while staying innovative enough to keep customers coming back for more.
But what if the key to doing both didn’t involve reinventing the wheel? What if all you had to do is share data in a way that allows you to turn your partners and resellers into growth accelerators?
To get the inside scoop on why data sharing matters, we sat down with Kevin Linehan, Director of Alliance Partnerships at Crossbeam, and Juan Jose Castiblanques, CRO at WeTransact. These GTM leaders broke down how collaboration and transparency can help you (as an ISV) boost innovation, open up new markets, and keep partners happy.
Here’s what we’ve got for you:
- The benefits of data sharing
- The nagging concerns — like confidentiality, competition, and complexity.
- Best practices to build stronger, more rewarding relationships with your resellers.
Let’s dive in!
The undeniable benefits of data sharing
To maximize your growth and reach, collaboration with partners such as resellers, Managed Service Providers (MSPs), and System Integrators (SI) is essential. Data sharing emerges as a strategic enabler that enhances this collaboration, driving innovation, improving customer acquisition, and streamlining operations.
By encouraging transparent data sharing with resellers, you can:
1. Reach new markets: Resellers often possess the localized knowledge and relationships that you need to enter new regions or verticals.
2. Streamline operations: Shared data provides clarity around partner performance, customer opportunities, and pipeline forecasting, enabling you to allocate resources more effectively.
3. Enhance customer experience: Collaboration fueled by shared insights can help you and your partners deliver tailored solutions, faster implementations, and ongoing support.
As Kevin Linehan points out, “Resellers and ISVs thrive in symbiotic relationships. Resellers leverage the momentum ISVs create, while ISVs gain a broader reach without increasing costs — ultimately reducing customer acquisition expenses and driving revenue growth.”
4. Revenue growth: Strategic data sharing strengthens your and your resellers’ ability to identify cross-sell and upsell opportunities. By working together on shared pipeline data, you can route leads efficiently, ensuring no opportunities are missed.
According to Gartner, GTM leaders who share data externally generate 3x more measurable economic benefit than those who do not. Plus, ISVs selling through marketplaces have reported up to 20% of their pipeline generated through partnerships.
“Data sharing can be a game-changer from day one of a partnership,” says Juan Jose Castiblanques. “During your initial discussions with a partner reseller, explain that all you need to start is a simple Excel or CSV file containing their customer company names. From there, you can return with a targeted list of potential customers for joint outreach, creating value immediately. This builds trust and sets the foundation for a strong collaboration that can move to Crossbeam after with no question.”
5. Enhanced trust and relationships: Transparency fosters trust between you and your resellers. Partners who see tangible benefits from sharing data — such as receiving leads, gaining insights into customer needs, and improving collaboration — are more likely to deepen their commitment to the relationship.
Overcoming concerns about data sharing
While the benefits of data sharing are clear, they’re often not enough to get both sides fully on board. You and your resellers may have valid concerns, so it’s essential to prioritize and address any barriers to collaboration.
“When discussing data sharing, many partners may worry about compliance with regulations like The General Data Protection Regulation (GDPR). It's important to clarify to them that sharing company names and websites, which are public and B2B data, is legal and straightforward.” said Juan Jose. “You’re not dealing with personal data like emails or individual details. A simple NDA protects both parties' interests.”
By fostering trust and creating a win-win relationship, you’ll unlock the full potential of partnering with resellers — and reap the rewards that come with it.
1. Confidentiality and security: Resellers fear exposing sensitive customer data or risking regulatory non-compliance. You can alleviate this by adopting data-sharing platforms like Crossbeam that meet stringent security standards, such as SOC 2 Type 2 certification, ensuring data is shared securely and with strict controls.
2. Loss of competitive edge: Resellers, in particular, worry that sharing customer information exposes their client base to you, leading to the risk of being bypassed. To help them with that, you must demonstrate that data sharing will enable mutual success, not undermine partners. For example, you can share leads back to your resellers, strengthening their pipeline.
3. Operational complexity: Resellers may find data sharing burdensome. You should simplify the process through automated data-sharing tools and platforms, offering intuitive interfaces and clear benefits.
“Resellers may hesitate if they feel that data sharing is a ‘take-take-take’ proposition,” said Kevin. “ISVs must reframe the narrative, showing the value exchange that makes sharing data worthwhile.”
Building on this foundation, Juan Jose, emphasized that showing upfront value is key.
"Start by showing your partner reseller the revenue potential they can achieve with minimal effort. Calculate the earnings per customer and break it down into simple, actionable terms they can grasp in seconds. Once they see the numbers, reassure them that their only task is to share a list of 50–100 customers,” said Juan Jose. “You’ll handle everything else — from analyzing the data to identifying the best-fit opportunities and equipping them with email templates to facilitate introductions. This low-effort, high-impact approach fosters trust and positions you as a collaborative partner."
Best practices to encourage data sharing
To build trust and maximize the value of data sharing, you should implement the following best practices:
1. Emphasize mutual benefits: You must articulate what’s in it for partners, maybe even having an “expectations call”. Demonstrate how shared data will drive mutual revenue growth, improve lead routing, and open new opportunities. Position data sharing as a collaboration tool, not a risk.
2. Invest in secure, transparent platforms: Adopt platforms that prioritize data security and offer clear controls over what information is shared and how. Highlight certifications like SOC 2 Type 2 and sign an NDA to assure your resellers that their data will be protected. Make sure that both sides are aware of how sensitive information will be handled, stored, and protected.
Take a look at Crossbeam’s security and privacy information as an example of what to look out for in a product.
3. Simplify data processes: Remove friction by automating and streamlining data-sharing processes. Easy-to-use tools like WeTransact to reduce operational complexity and make it simple for resellers to be part of your GTM strategy.
"Once you've demonstrated the value of data sharing and generated revenue, introduce automation through a secure platform like Crossbeam,” said Juan Jose. “With minimal effort, Crossbeam encrypts and matches data, providing actionable insights while maintaining privacy."
4. Focus on relationship building: Go beyond transactions and invest in long-term partner relationships. And just as Kevin mentioned, “You have to emphasize the importance of trust — ISVs must show their partners that shared data will be used responsibly and for mutual benefit.”
5. Provide partner support: Your resellers work as an extension of your sales team, so you should provide comprehensive training that covers technical aspects and sales strategies. Feel free to leverage a PRM like PartnerStack to help you communicate and enable your resellers.
“Data sharing doesn’t have to be complicated or risky,” concludes Juan Jose. “When you focus on simplicity and immediate value, partners quickly understand the benefits. By providing curated opportunities and tangible revenue estimates, you transform data sharing into a driver of growth and trust.”
A final word
Data sharing is no longer optional — it’s a strategic necessity. By collaborating closely with resellers, you can improve customer acquisition, reduce costs, and unlock revenue growth.
While concerns around security, confidentiality, and competition are valid, you can overcome these challenges through secure platforms, reciprocal value creation, and streamlined processes.
Data sharing empowers you to enter new markets, deliver better products, and build stronger relationships. Those who embrace this collaboration will accelerate innovation, expand their market reach, and drive lasting success.
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