Most Viewed Articles

Sales Edge

Just a click away and integrated within Crossbeam Core, Sales Edge is the most efficient way to accelerate deals with partner introductions.

Joy Rudnick avatarLauren Rosenfeld avatarGdaly Berlin avatar
3 authors6 articles

Getting Started

Just the basics. This collection of articles contains info on the Crossbeam platform and how to navigate our user interface.

Lindsey O'Niell avatarJoy Rudnick avatarBob Moore avatar
3 authors6 articles

Data Privacy and Security

Trust is a core value of Crossbeam. This section details our work to ensure that the Crossbeam platform is secure and meets your compliance standards.

Lindsey O'Niell avatarLauren Rosenfeld avatarE
4 authors6 articles

Data Sources and Populations

Learn how to get your data into Crossbeam and organize it into Populations for comparing and sharing with partners.

Joy Rudnick avatarAmanda Groves avatarLauren Rosenfeld avatar
5 authors22 articles

Partners and Data Sharing

Learn how to connect with your partners and share data on Crossbeam.

Lindsey O'Niell avatarJoy Rudnick avatarLauren Rosenfeld avatar
4 authors19 articles

Account Mapping with Reports

Now comes the fun part. Find out where your data overlaps with partners, drill down into the results, create reports, and stay up to date on changes.

Joy Rudnick avatarLauren Rosenfeld avatarLindsey O'Niell avatar
4 authors15 articles

Collaborate with Partners

Use Shared Lists and Threads to collaborate with partners on overlapping companies and people.

BJoy Rudnick avatar
2 authors2 articles

Integrations and API

Getting Crossbeam data in other tools has never been easier.

Joy Rudnick avatarLindsey O'Niell avatarAmanda Groves avatar
4 authors17 articles

Crossbeam Matching Engine

Learn more about the Crossbeam matching algorithm

Lindsey O'Niell avatarBob Moore avatar
2 authors2 articles

Account Management

From passwords to avatars to managing team members, these are the nuts and bolts of account management.

Joy Rudnick avatarLindsey O'Niell avatarLauren Rosenfeld avatar
3 authors12 articles

FAQs

The answers to some common questions about Crossbeam. If we've heard it more than once, chances are we put the answer here!

Lauren Rosenfeld avatarBob Moore avatarJoy Rudnick avatar
3 authors3 articles

Video Tutorials

Prefer to learn by watching? Here are some quick video tutorials to help you with the most popular features and use cases in Crossbeam.

Lauren Rosenfeld avatarJoy Rudnick avatar
2 authors8 articles