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Advanced Account Mapping Greenfield Reports
Advanced Account Mapping Greenfield Reports

See all of your non-overlapping accounts with partners.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

With Greenfield Reports, you can view non-overlapping accounts with a partner in Crossbeam so you can:

  • Be a lead engine for your partners. Identify new leads for your partners to target in their demand generation campaigns.

  • Provide lead intelligence by adding account data to your reports, like region, tier, health score, industry, employee count, revenue, and more.

  • Expand market share together. Help partners break into new regions and territories where you already have a warm footprint – while also growing your own business.

Prefer an interactive tour?

Click through Advanced Account Mapping at your own pace here.

Create a Report

From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select Create a Report from the panel options, and your workspace will display the Account Mapping area. Click the Create Report button or click the Greenfield tile.

On the Create Report modal complete the following:

  1. Select your Populations by clicking the box next to the Population(s)

  2. Next, is the Select Partner

    1. Click on the dropdown to select a Partner

    2. In the next section, check the box next to the Partner Population(s)

  3. Click Create Report

Configure Report

After you create a Report you can add filters, configure and sort columns, and export reports.

Configure Columns

Further configure your columns and you can identify the right partner to share these leads with based on how well the accounts align with their ideal customer profile.

To configure columns:

  • Click the +Configure Columns button in the Report to open the Configure Columns modal

  • Expand the options under Your Data

    • click the box next to the Data to add or remove it from the Report

  • The Organize Columns area allows you to rearrange or remove Columns from the report based on the Data you have selected

  • Click Save to return to the Report

gif in Crossbeam showing steps to configure columns

How to Add Filters to the Report

Once you have created your report you may further segment and refine your report specific to your pipeline needs with filters.

On the Report table you can:

  • Click the Add Filters button to open the Filter options pop-up window

    • Select New Filter Objects for both your company and your partner company by clicking on the company name

    • Filter Groups by using the comparison operators: is, is not, is empty, is not empty, contains, does not contain

      • This step is optional but allots you a more granular approach with your data

How to use Sorting

Within the Report each column header allows you to organize the records in alphabetical order by clicking on the Sort arrow within the column or clicking the horizontal lines to select Sort Ascending or Sort Descending. Sorting allows you to:

  • See which partners have the highest degree of influence on your accounts

  • Prioritize your ripest accounts for co-selling with partners

  • Rally your partners to craft a joint solution and pitch your “better together” story

  • Avoid partner conflict by identifying accounts that have competing partners attached to them

How to Configure Columns

To configure columns, locate and click on the +Configure Columns button on the right side of the Report. This will open the Configure Columns modal.

In the modal:

  • Under Select Columns, expand the dropdown menu and click next to the options for Crossbeam Columns, Your Data, and/or Partner Data for the report

  • Rearrange the Columns on the right side by dragging them into a new order or click the X to delete a column

  • Click Save and return to the updated Report

gif in Crossbeam showing steps to configure columns in reports

After configuring the report be sure to click the Export button or Save button.

✍️ Note

On the Connector plan Report exports are limited to a max amount of 1000 rows. The Supernode plan has unlimited row exports. To upgrade your account visit the Plan & Billing page.

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