In 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.
Explore the specific features and functionalities of each Copilot platform in the detailed articles linked below:
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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
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 AI Recommended Plays for you to leverage based on contextual insight for your deal.
Partners
The Partners 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.
Contacts
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
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.
Universal Copilot Settings in Crossbeam
✍️ Important
Configuring the Universal Copilot settings will apply to all Crossbeam Copilots attached to your Crossbeam account. This includes Copilot for Chrome, Copilot for Salesforce, Copilot for Outreach, Copilot for HubSpot, and Copilot for Gong (also known as Gong Engage).
To customize Partner data in Copilot, configure Universal Copilot settings. This customization applies universally across Copilots like Chrome, Salesforce, HubSpot, and Gong (Gong Engage).
Select from one of the integrations to see step-by-step instructions:
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