Data Sources are how Crossbeam accesses your data for use in the platform. They are typically SaaS tools that serve as the system of record about your sales pipeline and customer base (i.e. CRM systems).
With the exception of CSVs, data sources automatically update several times a day to keep your data current and accurate.
Without a data source, you can't create populations, and without populations you can't compare your data to partners. Because of this, your company must have at least one data source connected (or one CSV uploaded) in order use the platform.
You can browse our library of data sources and connect a data source by following the link to our Data Sources page in the top-right menu of the platform.
Popular data sources include Salesforce, Hubspot, and CSV uploads. Crossbeam also supports dozens of other SaaS tools and databases via our custom integrations. Watch the below video to see how you can connect your CRM system.