In this article:
What is Crossbeam for Sales?
Crossbeam for Sales is the ultimate ally for GTM teams. With a powerful platform that leverages the collective strength of your partner ecosystem, you gain unparalleled access to shared data and insights, providing sellers with a goldmine of new opportunities that are 53% more likely to close.
Crossbeam for Sales is for:
Account Owners (AOs)
Sales Development Reps (SDRs)
Customer Success Managers (CSMs)
Sales Directors (CROs / VPs)
Give your sales team the tools they need to uncover new leads, accelerate deal cycles, and expand accounts with ease.
Crossbeam for Sales Pricing
Crossbeam for Sales is available on Connector Plan and Supernode plan.
Check out our pricing page to see the cost and offering of Sales seats for each.
To add more User seats in Crossbeam for Sales, visit the Plan & Billing page.
Understanding Crossbeam Core and Crossbeam for Sales
Crossbeam Core is purpose-built for your partnerships team. It includes the functionality you know and love, including The Crossbeam Network, Automating Account Mapping, & more.
Crossbeam for Sales is purpose-built for your sales team. It includes functionality that allows your sales team (AEs, SDRs, CSMs) to maximize your partner ecosystem and co-selling opportunities — including Crossbeam Copilot, Deal Navigator, Co-Selling Workflows, & more.
How Crossbeam for Sales Works
Crossbeam for Sales leverages the collective strength of your partner ecosystem to give your sales team the insights they need to uncover new leads, accelerate deal cycles, and expand accounts with ease.
Here’s how it works:
1. Crossbeam ingests ecosystem data from multiple sources like CRM platforms, data warehouses, and spreadsheets and pushes it into the Crossbeam platform where the ecosystem magic (mapping) happens.
2. This is what powers our Ecosystem Intelligence—the layer providing the core elements (Ecosystem Qualified Leads, Plays, and Enriched Contacts) that make Crossbeam for Sales a powerful solution in the sales tech stack.
3. Leveraging Crossbeam Copilot, ecosystem insights are pushed into the platforms your sellers work in every day (Salesforce, HubSpot, Chrome, Gong etc.), allowing them to make more informed decisions about how/when they go after accounts to close bigger deals, and close them faster. Reps can then take action and get connected with your partners straight from there.
4. Our data integrations into platforms like Clari, Snowflake, and Salesforce, help sales leaders make more informed decisions when it comes time for planning and forecasting, factoring in deals you know will close faster and at a higher ACV.
5. And with seamless collaboration in-app and within platforms like Slack, your partnership and sales teams can partner together to focus on going after the right accounts.
All of this comes together in our Crossbeam for Sales solution to help your teams accelerate deals, generate new pipeline, and expand accounts and drive higher ACV.
Note: Partnership Managers have full control over who can message select partners and will have full visibility into each interaction to avoid any potential conflicts.
Setting Up Crossbeam for Sales
✍️Note
To use Crossbeam for Sales, you must have:
Seats: Full Access Seats and/or Sales Seats
Roles
Manager: configures Crossbeam for Sales, manages other user's access to Crossbeam for Sales
Standard: full access to Crossbeam for Sales features, can make partner requests, can use Chrome extension, full access to Salesforce Widget, gets alerts, access to lists, access to Deal Navigator, reply to conversations, complete conversations and mark Attribution, does not have Crossbeam Core Access
Limited: full access to Crossbeam for Sales features listed for the Standard role, but can not make partner requests or access list, does not have Crossbeam Core Access
For more detailed information on User Seats and Roles view this article here.
From the left-side Navigation Menu, click on the Co-Sell icon. Select Crossbeam for Sales from the panel options, and a new external window will open displaying Crossbeam for Sales. Locate the Finish Setup button near the top of the page and click on it to open the authentication page.
Add a description to your company
Click Enable Crossbeam for Sales button and complete any additional sign in AuthO settings
In the next screen, select partners to work with and click Continue
the next pages will confirm populations and what data is being configured
Next, click the Add to Slack or Skip
Continue to configuring Co-Selling Templates and click Continue when done
You will return to the homepage in Crossbeam for Sales when the set-up is complete.
Click here to see a video of the steps in action.
Please note, the SSO pop-up modal did NOT record on the Enable Crossbeam for Sales page.
If you see this modal, simply select your SSO email to continue with the set up.
Lists in Crossbeam for Sales
Lists are a collaborative way to interact with account mapping data. You can quickly create custom lists of accounts/overlaps and share with teammates.
Partner Manager → Salesperson: Partner Managers can create focus lists for salespeople.
Salesperson → Partner Manager: Salespeople can create lists for Partner Managers to help them on.
Salesperson → SDR: Salespeople can create lists for Sales Development Representatives (SDRs) to help them on.
Crossbeam for Sales makes it easy to take account mapping data and collaborate with colleagues.
😎 Pro Tip
Looking to send accounts from a Shared List in Crossbeam to an account owner in Crossbeam for Sales? There's an article for that, click here.
Deal Navigator in Crossbeam for Sales
The Deal Navigator offers a comprehensive view of your sales pipeline, prioritizing the most promising deals to help you move them forward.
Default filters focus on active deals with high value, and results are sorted by deal status and size. Key account details, partner signals, and filtering options help salespeople track and prioritize opportunities effectively.
For more details on using the Deal Navigator, visit this article.
Crossbeam Copilot Overview
Crossbeam Copilot puts Ecosystem Intelligence in the hands of sellers where they work every day. Our current Copilot Apps include: Salesforce, HubSpot, Chrome, and Gong.
With access to Copilot, sellers can:
Prospect Smarter
Identify which partners are the best to help provide insights, introductions, or assistance with target accounts. And then reach out to them directly from within the app.
Access enriched contacts with signals like “Decision-maker” and “Economic Buyer” to help identify the best contacts to reach out to. And add them to your CRM if they’re missing!
Close Deals Faster
Leverage Ecosystem-Led Growth plays packed with relevant actions sellers can take based on partner status and contextual insight for every deal.
What’s included within Copilot?
Account Tab
The Account tab is the default landing page for Crossbeam Copilot. It provides key partner insights for the account you’re looking at and will even surface a recommended Play for you to leverage based on contextual insight for your deal.
Overlaps Tab
The Overlaps tab provides a high-level overview of the associated partners for the account you’re digging into. Ecosystem Intelligence signals are piped in to help sellers know which partners are the best ones to reach out to or prioritize for their deals.
Contact Tab
The contact tab surfaces contacts partners are sharing that you might not have on your end. This list of contacts provides additional context based on the shared number of partners and partner activity to make them more appealing for you to reach out to. Ecosystem Intelligence signals are also piped into these contacts to help you know who the decision-maker might be, or who just recently had activity with your key partner.
Plays Tab
This tab provides relevant actions you can take depending on the partner status with the account and the additional data available.
Learn more about Copilot AI Recommended Plays in this article.
See how AI Recommended Plays can enhance your sales process and help you leverage your ecosystem to close deals faster.
Who gets access to Crossbeam Copilot?
Crossbeam Copilot is only available for Connector or Supernode customers. Each Crossbeam Core seat comes with access to Crossbeam for Sales and Crossbeam Copilot. You can purchase additional Crossbeam for Sales seats by visiting the Plan & Billing page.
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