Whether you were invited by a partner or signed up independently, onboarding in the Crossbeam platform is simple. Follow these key steps to unlock the full value of Crossbeam, from initial setup to discovering valuable revenue opportunities, quickly and confidently. Let's get started.
🤓 Pro Tip
Visit Crossbeam Academy for short trainings, best practices, and on-demand resources to help you move from setup to success in no time.
Accept or Send an Invitation in Crossbeam
If you were invited by a partner:
You’ll be prompted to review and accept their invitation to connect.
If you're signing up independently:
Start by inviting your first partner:
Click Invite a Partner
Search for their company name
Add a contact
(Optional) Include a message
Click Invite
You can invite more partners or click Cancel to move on.
Connect a Data Source
Click Connect a data source to begin
A CRM is recommended, but other data sources are supported
You can also invite your CRM admin to connect the CRM if you are unable to complete this step
Once connected, you’ll define which data Crossbeam should use by creating Populations (your customer, opportunities, and prospect data).
Click Define Your Customers and Prospects
Create the three Populations
Click Continue
Click Continue when done
Sharing Settings
Next, click Set your default sharing settings to configure your default data sharing preferences
Crossbeam recommends sharing overlaps, click on Overlapping Accounts to see more sharing options
Click on Recommended sharing Fields to adjust the fields being shared
Click Continue when done
Data sharing settings can be adjusted at any time, giving you full control over your data visibility.
Add Managed Offline Partners
As your partner onboarding progresses, you can begin identifying overlaps with major companies such as AWS and Microsoft using Crossbeam-sourced data, all without requiring a partner connection or data sharing.
Learn more about Managed Offline Partners here.
Discover Revenue Opportunities
Once setup is complete, Crossbeam will recommend partner connections that align with your data.
Explore these partner suggestions to expand your ecosystem
Use Crossbeam insights to identify overlapping accounts and turn them into pipeline
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