You’ve agreed to share data using Crossbeam. Now what? When and where is your partner data most powerful?

Because real-time account mapping is a relatively new tactic, you’re likely sitting on lots of untapped potential. Your partner data needs to find its way to the right hands (or internal team members) so that you can set the right plays into motion.

Enter the Account Mapping Matrix, a partnership launch pad that helps teams get a complete picture of what’s possible in their pipeline.

In your grid each column represents your account lists, while each row represents one of partners account lists. The boxes in the middle show actions you can take when those specific lists overlap. Now let's put this to work with real-time Account Mapping in Crossbeam.


Getting Started

You can run account mapping reports in a variety of ways, but for our example we are going to focus on one sample partner account, Prince Paper.

  1. Click into a Partner tile and hit "Create Report" to start Account Mapping

2. Get to know your grid!

Your grid will look different per partner based on a few key variables:

Overlaps

If you have no overlaps in a particular lifecycle stage, you'll be prompted with a message to expand your report criteria.

If you have overlaps, you can dive one level deeper by clicking into the quadrant and run a report to kick off co-selling motions.

Data sharing rules

If you see a yellow triangle within a quadrant, this indicates you need to request data from your partner to action report data.

Reports

The richer your reports, the more actionable account mapping becomes. If your grid appears empty, just hop into a quadrant and build a report to populate your matrix.

Standard Populations

Create Standard Populations for your Customers, Prospects, and Open Opportunities to organize partner data into a common set of actionable lifecycle stages.

You can create these three Populations on the Populations page, along with any additional custom Populations that you'd like.

Additional Account Mapping Components

Use Standard View, Create AE Report, and Custom Report

Switch to Standard Report View

Use the "Standard View" button to toggle into your standard report view. To switch back to Account Mapping, just revisit the Partner you'd like to account map with and it will auto-refresh to the Account Mapping Matrix.

Create AE Report and Custom Report

Jumpstart co-selling motions with a pre-configured AE report, now nestled next to your grid for easy actioning and awareness.

Looking for a more custom report? No sweat!

Hop into the "Custom report" element to the right of your Account Mapping matrix to personalize data to your heart's desire. If you have questions on how to create a report, here's a helpful guide to get you started.

Watch a demo:

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