Crossbeam seamlessly connects with external platforms such as CRMs and data warehouses, providing companies with precise control over the information shared with each partner. Its adaptable sharing rules empower you to identify overlapping customers and prospects, allowing you to selectively share chosen data fields while safeguarding the confidentiality of the remaining data. Crossbeam's approach to data sharing is all about trust, transparency, and control.
Data Sharing Vocabulary
Sharing Settings: These settings are tailored for each partner. They determine how you share your Populations with partners.
Populations: Segments of your data used to locate overlaps with partners.
Sharing Defaults: The initial sharing settings defined for each of your Populations.
Overlap counts
You won’t share any account-level details. Partners will only see how many accounts you have in common.Share overlaps
Only accounts that overlap with your partners will be shared.Share all
All accounts will be shared — including both overlapping accounts and non-overlapping ones.Learn more about non-overlapping accounts (Greenfield) in this article here
To hide a Population, turn off Share your Population in Sharing Defaults for all partners, or click the unshare icon next to the Population name to hide it from a specific partner.
Data Sources: CRM system or data warehouse such as Salesforce, HubSpot, Microsoft Dynamics, or Snowflake. Crossbeam encrypts all data and maintains the highest standards for data security.
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 are viewable.
While sharing data starts at your Population level, we have multiple levels of control past that. First, you can customize the sharing settings for any partner. By doing this, you control how a Population is viewed by your partner when it overlaps with any of their Populations.
Click on a term below to learn more about it:
Data Sharing Examples:
My Customer Population has a sharing default of Overlap Counts.
I set this because I want all of my partners to see high level overlap counts with my Customer's 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 is set to Share Overlaps, it has been customized, and I'm sharing two 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.
Remember, your company controls how much or how little you share with partners. Crossbeam's flexible data sharing options enable you to craft data-driven partnerships tailored to your company's unique needs.
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