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.

Or browse the full catalog in Crossbeam Academy

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.

Or browse the full catalog in Crossbeam Academy

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.

Or browse the full catalog in Crossbeam Academy

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.

Or browse the full catalog in Crossbeam Academy

Enablement Pathways

What it is:

Enablement Pathways are guided journeys that build skills and drive adoption over time through a combination of live training and ongoing reinforcement. Each pathway includes a customized live enablement session, followed by weekly content drips and bi-weekly challenges to help teams apply learning in real workflows.

Includes:

Two 30-minute scoping sessions with your Crossbeam champions
One customized 45 minute live enablement session
Eight weeks of weekly asynchronous content
Bi-weekly challenges to reinforce learning
Up to 30 participants per live session
Session recordings for internal sharing

Who:

Choose the pathway that best fits your team:

Partner Manager–only pathway
Content designed specifically for Partner Managers.

Sales Enablement pathway
Live enablement for sellers, followed by weekly content for Sellers, Partner Managers, and Sales Leadership. Pathways can focus on:
- Prospecting
- In-flight deals
- Renewals and upsells

💡Ready to dive in? Schedule now.

Or browse the full catalog in Crossbeam Academy

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?

Join an upcoming Office Hours session.

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: