In this article:
The Crossbeam Services and Customer Education teams offer a wide range of enablement sessions to help your team get the most out of Crossbeam. Whether you’re just getting started or aiming to become a Crossbeam expert, we’ll help you find the right learning path to maximize your ecosystem insights.
Live Enablement Options
Team Enablement
What it is:
Customized platform training for your team. We tailor the session to your workflows, use cases, and objectives to rapidly upskill your team on targeted topics.
Includes:
One 30-minute scoping session with your Crossbeam champions to review your training needs and content focus.
45-minute enablement session recording for your team to reference later.
Who:
Choose one specific team per session:
Partnerships team
Platform Admins
End-user teams: Sales, CSMs, Marketing, or Leadership
Capacity: Up to 30 participants per session.
💡Ready to dive in? Schedule now.
Dedicated Office Hours
What it is:
Recurring live group enablement sessions for:
New users ramping up
Existing users needing a refresher
Multiple sessions mean end users can attend at a time that works for them—or return for refreshers.
Includes:
One 30-minute scoping session with our team to define your audience and main topic.
45-minute Dedicated Office Hours session.
Who:
Choose one specific team per session: Sales, CSMs, or Marketing
Capacity: Up to 15 participants per session.
💡Ready to dive in? Schedule now.
ELG Certification Bootcamp
What it is:
An immersive, high-energy training to prepare your sellers for the new era of ecosystem-based sales. Your team will leave synchronized, certified, and ready to run ELG plays.
Customization:
Light tailoring to your team while keeping our proven, change-management-focused content intact.
Who:
Sellers with Crossbeam Sales seats.
Length:
90 minutes – Full session with discussion, hands-on practice, and Q&A
60 minutes – Condensed version with core content and less time for interaction
Capacity: Up to 25 participants per session.
💡Ready to dive in? Schedule now.
Partner Workshops (Connector and Supernode only)
What it is:
A collaborative workshop with your partner to establish a shared routine for using Crossbeam’s reports, shared lists, and notifications to drive joint success.
Includes:
One 30-minute alignment call with your team
One 45-minute workshop session
Who:
You and one partner (max: 2 people total—1 from your side, 1 from your partner’s side)
💡Ready to dive in? Schedule now.
Office Hours (Public Sessions)
Looking for a quick, practical intro to Crossbeam? These sessions provide step-by-step guidance on key tasks in Crossbeam, making them ideal for new users or anyone looking for a refresher.
Whether you want to:
Build reports in Salesforce or HubSpot
Set up Slack notifications
Use Crossbeam Copilot like a pro
Details:
Quick, free, and open to everyone—no Crossbeam account needed
Focused, high-value content without unnecessary fluff
Quick sessions, ideal for dipping your toes into Crossbeam before engaging in deeper training
💡Want to see Crossbeam in action?
Crossbeam Academy
Learn Crossbeam at your own pace with over 100 free and interactive lessons. Build your expertise, then prove it by earning a Crossbeam certification.
Certifications available for:
Salesforce-Powered Admin
HubSpot-Powered Admin
Crossbeam Partner Manager
Details:
Free for anyone with a Crossbeam login
Self-paced and accessible anytime
Earn credentials to showcase your skills
Go at your own pace, visit Crossbeam Academy and get certified✅.