You've onboarded your company, shared data with your partners, and identified strategic overlaps. Now, how do you act on this information?
Compare your data in Crossbeam
Start by understanding the type of data you're comparing with the Account Mapping Matrix.
Our blog post on Account Mapping provides a helpful chart to guide you.
For example, if you're a partner manager overseeing software integrations and GTM activities, Crossbeam can help you identify accounts that are your partner's customers but still prospects for you. Your goal is to convert these prospects into deals using your partner's leverage and existing integration.
You might choose a human-led sales approach for the top 10% of accounts and run co-marketing campaigns through an automated marketing platform (like an ABM or ESP tool) for the remaining accounts.
Take Action on Your Results
Export the List: Follow this article to export your list.
Distribute the Information: Get the data to the right people and leverage Crossbeam Copilot in the tools you use like Salesforce, HubSpot, or Microsoft Dynamics. Through share data in Crossbeam, connect Account Owners on both side, with planned outreach for prospects. Push this data back into Salesforce, so your reps can work within their primary tool and attribute deals to your partner program.
Run Co-Marketing Campaigns: Upload the list of accounts/emails into your marketing platform. Create targeted content about the shared integration, such as, “Bob's Bakery reduced their cost of paper receipts by 30% using the integration between Dunder Mifflin and Michael Scott Paper Company.” Alternatively, use emails from your partner for direct email campaigns.
Return the Favor
You can also use Crossbeam to identify your existing customers who are prospects for your partner. Connecting them strengthens your partnership and adds value.
These are a few examples of how customers use Account Mapping in Crossbeam, but there are many more possibilities out there — we're happy to help. Contact us at support@crossbeam.com or send us a chat in the app to learn more.