Skip to main content
All CollectionsAccount Mapping with Reports
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

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

Initial Record Exports will contribute to the overall Record Export Limits.

Prior to initiating Record Exports, it's crucial to assess and potentially reduce the number of Populations, as having too many Populations can quickly surpass the Record Export Limits.

Crossbeam data metering will cap your Record Exports at 100% of the data limit based on the account plan.


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.

screenshot in Crossbeam showing Greenfield location

On the Create Report modal, select from two different types of reports:

gif showing the two greenfield report options

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

gif in crossbeam showing steps to create greenfield 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

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 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

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.


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:

Email

screenshot of slack notification for greenfield reports

Slack

screenshot of slack notification for greenfield reports

🎓 Sign in to Crossbeam Academy to further explore Reports!

Did this answer your question?