Introduction
This release makes it easier to find, organize, and act on your partner ecosystem data. The redesigned Lists experience provides a single, flexible view for account mapping and collaboration, while navigation updates create a more intuitive workflow. Additional improvements enhance Salesforce data, identity management, and richer ecosystem signals, giving you clearer visibility into partner-influenced pipeline and more targeted account actions.
This release includes beta features designed to improve sharing and collaboration as we continue to enhance Crossbeam tools.
New Features and Improvements
New Lists Experience
Description: Account Mapping Reports have been redesigned into the new Lists experience, providing a unified, flexible way to create, manage, and collaborate on account overlaps across your partner ecosystem.
Benefit: Lists make it easier to organize, share, and act on ecosystem insights by keeping account data dynamically updated and accessible in one central workspace.
Account Mapping List
Description: The Account Mapping List is a dynamic, filterable view that shows all account overlaps across your entire partner ecosystem in one centralized List.
Benefit: It helps teams quickly prioritize the right accounts, collaborate in context, and take action on ecosystem data.
New Navigation
Description: Updated navigation to prioritize key features and added dedicated navigation entries for Search, AI Chat, and Pipeline Generation.
Benefit: Faster and more intuitive experience to find core workflows and act on partner data without switching sections or context.
Product Line Sync (Supernode plan & Enterprise plan only)
Description: This update brings product line data into Crossbeam at the opportunity level.
Benefit: This enables more precise partner prioritization, clearer whitespace identification, and more targeted co-sell motions.
In-app SCIM Update (Supernode plan & Enterprise plan only)
Description: Added in-app SCIM provisioning setup in Crossbeam, allowing admins to generate a SCIM token and manage provisioning requirements directly from organization settings.
Benefit: Simplifies SCIM configuration by letting teams complete and control setup in Crossbeam before connecting their identity provider.
Expanded Ecosystem Signals (Supernode plan & Enterprise plan only)
Description: Expanded Ecosystem Signals now include contact-level details, showing which partner-shared contacts are associated with an Opportunity Created or Opportunity Closed Won signal and their role in the deal.
Benefit: Sellers can quickly see who matters in a partner-influenced deal and engage the right stakeholders faster.
External Sharing via Lists (beta)
Description: External Sharing in Lists lets you securely share a saved List with a partner while controlling which columns and data they can see or edit.
Benefit: Partners can collaborate safely and stay informed on shared accounts without exposing sensitive information.
Sharing Hub (beta)
Description: The new Sharing Hub lets you view, manage, and update sharing settings for Populations and Partners all in one place.
Benefit: Easily control and customize sharing at scale, improving collaboration while keeping data accurate and secure.
Additional Resources
Crossbeam Academy: Let Your AI Talk Directly With Crossbeam
Conclusion
For questions, assistance, or to access these new features, please reach out to our support team or contact Sales. We hope you enjoy exploring the latest updates to enhance your Crossbeam experience!