This article breaks down some of the common terminology used in Crossbeam and how it applies to the use of the platform.
Crossbeam automatically syncs data from the most common systems of record about customers and sales prospects, like Salesforce, Hubspot, and a number of custom data sources. We also support CSV uploads.
If you'd like to know if your data source is supported, visit the integrations page inside the app or email firstname.lastname@example.org.
Export overlaps data from Crossbeam to a number of destinations. Data can be pushed into your Salesforce instance, exported to a CSV, or accessed programmatically via our REST API.
Read more about integrations here.
In the Crossbeam app, a population is a segment of data containing People or Companies. Populations are the basis for data sharing and often map to funnel stages like “leads,” “qualified opportunities,” and “customers.”
Crossbeam offers an intuitive interface for users to build and refine their populations, and the data in those populations is automatically kept up to date by our data integrations.
Your Partners are the companies that you collaborate with on Crossbeam. You can only establish a partnership via our double opt-in invite system. Features like data sharing and overlap analysis are only available to companies who have established a partnership.
Crossbeam users have precise control over what data is shared and when. Our flexible solution to data sharing makes this possible, giving users control over what conditions need to be met in order for data to be exposed, and what data is shared when it is.
Data Sharing Requests
The “Request Data” feature allows you to select what data you’d like to receive from your established partners and send them a request within Crossbeam.
An “overlap” is a match between a record in your population and a population of your partner. Data sharing uses overlaps as a condition for exposing data, and Reports use overlaps to show specific intersections between data sets.
Learn how to create reports and view overlaps.
Learn how overlaps impact your billing tier.