Description: New Salesforce fields now allow you to integrate Ecosystem insights directly into your CRM. These fields— Is a Customer of & Is an Open Opportunity For—automatically populate on the Account object, making partner data instantly accessible where you work.

Benefit: With Ecosystem data embedded in Salesforce, you can drive smarter decision-making, unlock deeper reporting capabilities, automate workflows, and extend partner insights to tools like Clari, Gong, and Gainsight—ultimately leading to more efficient operations and greater revenue opportunities.

Description: Deal Navigator surfaces top opportunities with partner overlap in a sortable table view—right inside Crossbeam or Salesforce.

Benefit: Close faster by focusing on high-impact deals and the partners who can help win them.

Description: The Performance Dashboard gives users a clear, data-driven view of how their ecosystem influences pipeline and revenue by tracking partner impact, sales engagement, and missed opportunities all in one place.

Benefit: With the Performance Dashboard, you can pinpoint which deals and reps are driving value through ecosystem engagement, prove ROI, and scale what’s working.

Description: A redesigned navigation that organizes features by user focus, making it easier to find what you need.

Benefit: Get to the right tools faster and jump straight into high-impact workflows.

Description: These new fields pushed to standard Company object can be used as filters to enhance reports.

Benefit: Fields are pushed directly to standard Company object to capture and manage your data in your existing workflows more effectively.