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Ecosystem Intelligence Signals and Insights in Crossbeam Copilot
Ecosystem Intelligence Signals and Insights in Crossbeam Copilot
Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

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., 10โ€“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.

screenshot highlighting the contacts and account locations to find signals

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

screenshot of contacts tab in crossbeam copilot

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


โœ๏ธ 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.

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