In this Article:
Use Ecosystem Intelligence (EI) signals in your daily activities to prioritize contacts for outreach and prospect smarter. EI signals help you identify which contacts are worth your time, avoiding unnecessary outreach. For example, these signals reveal which accounts are currently in buying cycles (i.e., 10–20 companies won this deal could indicate they are actively purchasing software). Alternatively, minimal recent deals suggest an account might not be actively purchasing, allowing you to prioritize your efforts or seek partner insights.
Discover more about Crossbeam Copilot here.
What are Ecosystem Intelligence (EI) Signals and Insights in Crossbeam Copilot?
Ecosystem Intelligence signals in Crossbeam Copilot are insights derived from a vast amount of data across our network ecosystem. Crossbeam aggregates and anonymizes this data, presenting it within Copilot to help sellers prospect smarter and close deals faster. This data is pulled from standard role fields within CRMs across our ecosystem data.
Where to find Ecosystem Intelligence in Copilot
Ecosystem Intelligence signals can be found within Copilot as tags on the Contacts tab and additional insights on the Account tab.
Contacts Tab
Within Crossbeam Copilot, click on the Contacts tab. Contacts within Copilot appear when partners share contact data with you.
If the Contact is not currently in your CRM, click the Add to CRM button
The EI tags on these contacts come from aggregated and anonymized ecosystem data, independent of direct sharing by partners
If partners aren't sharing contact data, contacts and their associated EI tags won't appear in Copilot on the Contacts tab
Click here for detailed steps on how to request data in Crossbeam, and include a note specifying the request is for contact data
List of EI Signals on the Contacts
Opportunity Contact: associated with an opportunity
Decision Maker: contact is listed with an opportunity contact role of Decision Maker
Primary Contact: contact is listed as the primary opportunity contact role
Economic Buyer: contact is listed with an opportunity contact role of Economic Buyer
Economic Decision Maker: contact is listed with an opportunity contact role of Economic Decision Maker
Executive Sponsor: contact is listed with an opportunity contact role of Executive Sponsor
Technical Buyer: contact is listed with an opportunity contact role of Technical Buyer
Popular Contact: contact appears frequently in different datasets
✍️ Note
There are no limits on the number of EI signal tags a contact can have. Contacts with EI signals are prioritized and listed first.
Account Tab
Within Crossbeam Copilot, click on the Account tab. Under Account Highlights, Account-level EI shows the range of companies that have listed this account as recently won within the last three months. This information updates on a rolling 3-month basis.