In this Article:
Crossbeam Copilot Overview
Crossbeam Copilot puts Ecosystem Intelligence in the hands of sellers where they work every day. 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 are Plays and Contacts?
Use Plays and Contacts in the Crossbeam Copilot for Salesforce to access the best contacts, expedite deal closures, and gain insights into the most effective next steps. Filter out unnecessary leads, emails, and notifications, and equip your sellers with prime contacts and actionable steps for faster deal closures.
New to the Crossbeam Copilot for Salesforce or need a refresher?
Check out the detailed article here.
❗️Important
The feature is only available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Copilot users must be assigned a Crossbeam Sales seat to access Copilot.
Add Plays and Contacts to the Crossbeam Copilot for Salesforce
To configure Plays and Contacts:
Click the Contacts or Plays tab in Copilot
These tabs will initially be unavailable, one of the two screen options below will be displayed, depending on the user's permission sets:
Click here to open the detailed Installation Guide for Crossbeam Copilot for Salesforce permissions sets.
✍️ Note
A Salesforce Admin with the Crossbeam Setup User permission sets can access the Salesforce settings. A Crossbeam seat is not required for this configuration.
Configure Trusted URLs
Click Configure Trusted URLs button to be redirected to the Salesforce Settings.
In the settings:
Type Trusted URLs into the Quick Find bar and click on Trusted URLs
Salesforce will now display the Trusted URLs page
Locate the New Trusted URL button on the page and click on it
In the Trusted URLs workspace, add the following:
API Name | Crossbeam |
URL | |
CSP Context | Lightning Experience Pages |
CSP Directives | frame-src (iframe content) |
Click the Save button and then validate by clicking the Validate Trusted URLs button.
Need a video on Trusted URLs? Click here to see the steps in action.
Conditions to See Plays and Contacts
Plays
There are various conditions to make plays available to your team. If your partner is sharing Customer Population and Open Opportunity Population, as well as opportunity level data, you will have access to most plays available in Copilot.
For every Play except Pitch the Stack, the partner needs to be sharing the account owner’s name and email. This is required because the Play instructs you to reach out to the account owner, so without those details, Crossbeam won't have any next steps to give you.
Example Play: Recently Won
Conditions:
Your partner closed this deal in the last 90 days
This is your Prospect or Open Opportunity
Partner is sharing account owner name and email
Outcomes:
Find the Champion and Economic buyer
Validate your contacts and get the scoop on the sales process.
Contacts
The Contacts Tab shows all contacts shared by your partners on Crossbeam. If a contact isn't in your CRM, Crossbeam will display Add to CRM, allowing you to add the new contact directly to your Salesforce.
Using the Plays and Contacts in Crossbeam Copilot for Salesforce
Contacts 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. Quickly locate the Partners who have the account in their Customers Population if you see the label Customers highlighted in orange with a star. Additionally, you can see the custom Partner Tags from Crossbeam for each Partner.
Click, View Plays Details to open available Plays.
Select Risk & Conditions to view details about the Play, who it's best suited for, key conditions, and potential risks.
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