With Greenfield Reports, you can efficiently collaborate with partners through Crossbeam by viewing non-overlapping accounts. This enables you to serve as a lead engine, identifying new prospects for your partners' demand-generation campaigns. The reports also offer enriched lead intelligence, incorporating account details such as region, tier, health score, industry, employee count, and revenue.
In this article:
Prefer an interactive tour?
Click through Advanced Account Mapping at your own pace here.
✍️ Note
Before creating Greenfield Reports, review Greenfield Data Sharing Settings here.
❗️Important
The initial Record Export when setting up an integration will also count towards the Record Export limit for your account.
Crossbeam Record Exports can be monitored here. Once you hit the Export Limit, Crossbeam insights will stop flowing into external tools.
Learn more about maximizing your record exports 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, select from two different types of reports:
New Accounts for You
View accounts that exist in your Partner's Populations that don't exist in your Populations.
In the Create Report modal, select New Accounts for You
Next, select a Partner from the drop-down option
Check the boxes next to the Partner Population(s)
Select Your Populations
Click Create Report
New Accounts for your partner
View accounts that exist in your Populations that don't exist in your Partner's Populations.
Select your Populations by checking the box next to the Population(s)
Next, is the Select Partner
Click on the dropdown to select a Partner
In the next section, check the box next to the Partner Population(s)
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
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 based on partner data
Filter fields 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
😎Pro Tip
Before exporting reports, use the filter option to refine your reports and decrease the need for more exports than necessary.
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
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.
Greenfield Report Notifications
While overlapping report notifications alert you to new matches, Greenfield report notifications will inform you when a partner record joins the Population in the report (New Accounts for You) is based on.
To turn notifications on or off:
From the Saved Reports workspace, locate a Greenfield Report Type, and click on the bell icon at the end of the row
In the pop-up, enter email(s) and Slack Channel(s)
or
From within an open Greenfield Report, click on the bell icon
In the pop-up, enter email(s) and Slack Channel(s)
Click Save Preferences when done.
Notifications will be displayed via:
Slack
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