Onboard with Crossbeam in four quick steps:
1. Connect with a Partner
Invite your partners in to start collaborating more closely.
2. Connect your Data
Integrate with your CRM system or upload a CSV to get your data flowing into Crossbeam.
3. Create a Population
Segment your data into meaningful groups of people or companies.
4. Share your Data
Share exactly what you want with who you want, and nothing more.
Once these steps are completed, your Crossbeam account is fully onboarded and you can use features like Reports to gain new data-driven, actionable insights about your partnerships.