In this article:
Overview
Crossbeam Deal Alerts are AI-powered notifications that highlight your most promising opportunities—so you can act faster and smarter. By combining ecosystem signals (like partner overlaps and account activity) with your CRM data, Crossbeam surfaces the deals that matter right now, along with clear reasons why.
Instead of digging through tools or spreadsheets, your team gets a streamlined, actionable view of high-priority accounts—delivered automatically.
Who is it for?
Deal Alerts are built for:
Sales Reps: Prioritize accounts with momentum and act on warm partner leads.
Account Managers: Reignite stalled deals with new contact insights.
CSMs: Uncover expansion opportunities through shared partner intelligence.
Sales Managers: Monitor team-wide activity and coach reps toward the most impactful deals.
Getting Started
To start receiving Deal Alerts:
Once these steps are complete, Deal Alerts are delivered automatically to:
Email
Each alert includes:
The Opportunity name and account
Partner activity insights (new contact overlap, momentum signal)
Suggested next steps and a reason to act now
😎 Pro Tip
Alerts are tied to CRM opportunity and contact data, to surface relevant insights for sellers and managers.
Using Deal Alerts
Deal Alerts are powered by AI that continuously scans your CRM and Crossbeam ecosystem for timely signals like:
New contacts at shared accounts
Stalled deal stages or inactivity
Increased partner activity or engagement
High overlap with strategic partners
Here’s how different teams use Deal Alerts:
Sales Reps: Use your alert digest to guide your daily outreach and follow-up.
Managers: Spot trends across your team’s pipeline and coach based on opportunity momentum.
CSMs: Act quickly on expansion or upsell signals within customer accounts.
Partner Teams: Use alerts as a springboard for warm intros or co-selling opportunities.
FAQ
Can I customize which deals I get alerts for?
Not yet. Alerts are tied to CRM opportunity and contact data.
How often will I get alerts?
Alerts are generated weekly, with more customization plans in development.
Do I need to turn alerts on manually?
Nope! As long as your CRM and partners are connected, alerts start flowing automatically.
What CRMs are supported?
Currently supported: Salesforce and HubSpot.