Tackle.io

Brian Palmer

Michael Crane

Know what you need to set up Tackle and start transacting.

Get started

Sign in to Tackle using an third-party identity provider, such as Okta, Microsoft Azure, or OpenID.

Set up Tackle for single sign-on (SSO)

How to change your password, and Tackle password policy and best practices

Manage your password

Invite your whole team to use Tackle, and keep everyone's account access in check.

Manage users and permissions

Manage your subscription to Tackle and review the features included with each subscription level

Your Tackle subscription

Keep track of several lines of business with separate reporting data, settings, and user access.

Organizations with multiple accounts

Add your company's brand to buyer-facing emails with logos, brand colors, and custom text.

Brand your customer emails

See how the Tackle dashboard works and track insights as you transact across the cloud marketplaces.

Dashboard basics

Insights in Tackle help you see and understand your customers and their subscription activity.

Insights

Tackle accounts include test environments where you can test new changes and troubleshoot your connections and integrations.

Test environments

Set up SSO, account users, and other administrative functions to get your started.

Your Tackle account

Marketplace scoring evaluates potential customers in your sales pipeline by likelihood to convert in each cloud.

About marketplace scoring

Import accounts in your pipeline from your CRM or manually add your leads to be analyzed in Tackle for marketplace scoring.

Score accounts in Tackle

Use Tackle Prospect to score your sales pipeline and know which accounts are most likely to purchase on the cloud marketplace.

Score your sales accounts

Score accounts from within your Salesforce instance to get all your Tackle insights in the same place you manage your sales pipeline.

Score accounts in Salesforce (Legacy)

Scoring your accounts with Prospect using Tackle for Salesforce versions 1.49 and prior.

Legacy versions

Use metering from Tackle to track each buyer's usage of your software so you can bill them appropriately.

Metering your customer's usage with Tackle

You can manually create records of your customer's usage for metering and billing purposes.

Create a metering record

Add metering for many customers at once by uploading your usage records in a CSV file.

Upload metering data

Automate your Tackle metering and usage data via API.

Submit usage through the Tackle API

Download your metering and usage data from your Tackle platform for reporting or to use in another system.

Export metering data

All things metering and how to use Tackle to track and manage buyer usage across SaaS products.

Usage-based metering

How to opt-in for AWS concurrent agreements

AWS Concurrent Agreements

To get the most out of marketplace scoring in Tackle Prospect, here are best practices to build a winning pipeline and share with your team.

Score your sales pipeline

Learn about the benefits of using Tackle Co-Sell and how it can give you a leg up when transacting across the cloud marketplaces.

Co-selling in Tackle

See how metering works in Tackle to help you accurately track buyer usage of your software products all in one place.

Metering in Tackle

Tips and good-to-knows to set you up for success when using Tackle.

Tackle best practices

Create a custom design with text, images, and links

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