Crossbeam's approach to data sharing is all about trust, transparency, and control.
Everything starts with the sharing defaults you set up for your populations. Even if your default is to share information (say, a starting point of account name and account website), you can still start a partnership with no data being shared initially so that only high-level overlap counts for your populations are viewable.
While sharing data starts at your population level, we have multiple levels of control past that. First, you can customize this sharing setting for any partner. By doing this, you control how a population is viewed by your partner when it overlaps with any of their populations.
Finally, you can control how data is shared when your population overlaps with a partner's specific population by enabling population-specific sharing. This level of override lets you share different data when your customers overlap with a partner's prospects vs. their customers.
You can get started with data sharing on the population page and then you can head over to the partner detail page (be sure to click into one of your partners) to customize any sharing defaults and enable population-specific sharing to override the sharing behavior for a partner's specific population.
Data Sharing Vocabulary
Sharing Defaults are set for each of your populations
Sharing Settings for each partner, accessible via the partner detail page, let you customize how your share your populations with a specific partner
Population-specific sharing can be enabled to create an override for the sharing behavior for one of your populations overlapping with a partner's specific population.
Watch this video for a 5-minute overview of how data sharing works in Crossbeam. (This is a clip from our webinar, "The Inside Track: Crossbeam Security 101 with CISO Chris Castaldo.)
An Example
My population Customers has a sharing default of Overlap counts.
I set this because I want all of my partners to see high level overlap statistics with my Customers population but I want to be able to selectively turn on data sharing to let them know WHO the overlaps are.
My sharing setting for Holver has been customized and is Sharing Data and I'm sharing 2 fields - account name and account website.
When my Customers overlap with any Holver population, Holver will be able to see the account name and account website of the overlaps. All other partners will still only see high level overlap statistics.
I have enabled population-specific sharing and have one override for when my customers overlap with Holver's Leads population. In my override, I share account name, account website, AE name, and AE email.
When my Customers population overlaps with Holver's Leads, they will see account name, account website, AE name, and AE email. When my Customers overlap with any other Holver population, they will only see account name and account website for the overlaps.
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