In this article:
Use the Outreach Copilot to quickly identify partners with existing relationships within an account, helping determine outreach strategies.
Account intel: Reps are able to leverage “Message Partner” functionality to access the co-sell template to ask specific questions and gather insights
Deal acceleration: If a deal is stuck or an AE needs to multi-thread within the company to gain more traction, getting valuable insight from partners can help move it along
How to Install Crossbeam Copilot for Outreach
✍️ Note
Crossbeam Copilot for Outreach is only available to Supernode customers. Each Crossbeam Core seat comes with access to Crossbeam for Sales and Crossbeam Copilot. Purchase additional Crossbeam for Sales seats by visiting the Plan & Billing page.
Only Outreach users with the admin role or a custom role that includes installation of apps can set up the Outreach integration.
Universal Copilot Settings in Crossbeam
Navigate to the Integrations workspace in Crossbeam. Locate the Crossbeam Copilot for Outreach tile under Recommended. Click the Settings Gear icon, located next to the Install button, to open the Copilot settings drawer.
In the settings drawer, customize your data push by unchecking any of your data or your partner data you do not want pushed into the Crossbeam Copilot. Additionally, you can uncheck specific partners from the data push.
Click the Save button when you are done.
Return to the Crossbeam Copilot for Outreach tile and click the Install button. This will open the Outreach Marketplace, to complete the installation process.
✍️ Note
Configuring Universal settings does not count towards your record export limits.
Add Crossbeam Copilot Tile in Outreach
To add Copilot to your Outreach Account Overview, locate the three dots menu, and select Customize Layout or New Layout to add the Copilot tile.
Click Add Tiles
In the side drawer, expand the Sales Intelligence & Data section
Click on Crossbeam Copilot to add the tile to the layout and adjust size as needed
click Save
Now you will see the Crossbeam Copilot tile in the Account Overview layout.
Crossbeam Copilot for Outreach Tab
The Outreach menu tabs will now include the Crossbeam Copilot for Outreach Tab, located on the Opportunity, Contact, and Account objects.
Click on Crossbeam Copilot for Outreach tab to see Copilot.
Using Crossbeam Copilot for Outreach
From the Crossbeam Copilot tile or from the Crossbeam Copilot for Outreach tab, click on the Account, Partners, Contacts or Plays tabs to explore Copilot.
Learn about AI Recommended Plays in Copilot in this article.
See how AI Recommended Plays can enhance your sales process and help you leverage your ecosystem to close deals faster.
Copilot Tile, located on the Account Overview:
Crossbeam Copilot for Outreach tab, located on the Opportunity and Contact objects:
Account Tab
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.
Click the Account tab to access account highlights and AI recommended plays
Click on Generate AI Playbook to quickly identify the best next steps, reducing time to close
Click View Play Details to see more information on the plays
🧐 Ecosystem Intelligence
Partner Scope insights are now layered into Account Highlights, distinguishing “Your Network” (your partner ecosystem) from “The Crossbeam Network” (broader ecosystem insights). This helps you quickly access relevant insights to stay focused on closing deals.
✍️ Note
Learn more about AI Recommended Plays in Copilot by clicking here.
Partners Tab
The Overlaps 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.
Click the Partner tab to access a list of Partner contact information
Filter by clicking on the All dropdown and select: All or Pick a Standard Population
Sort by clicking on the Default dropdown and select: Default or Partner Name A-Z or Z-A
Partner Impact is denoted by High Impact or Med Impact tags when connected to a partner
Click Message Partner, to start the conversation
Messages in Copilot
On the Partners tab in Copilot, users can click the Message button when available. After sending a message via Copilot, users will see a notification confirming delivery.
To view the full message, click on the notification to open the messages section within Crossbeam for Sales
Message previews in Copilot display as follows:
Blue with reply icon: New message
Gray: Awaiting a response
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Clicking on the Blue Reply icon or the Message icon to opens Crossbeam for Sales.
If the message was sent through Slack, a clickable Slack channel will appear in the preview, allowing users to access the message directly in Slack.
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.
Click the Contacts tab to access contacts
Enter contact name, email, or phone into the search bar
Filter by clicking on the Default dropdown menu, select the name order A-Z or Z-A
Click the LinkedIn quick link to be redirected to each contact's LinkedIn profile
Click under Quick Filters to narrow down contacts by signals
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🧐 Ecosystem Intelligence
Crossbeam applies Partner Scope insights to prioritize the most relevant contacts for you. Crossbeam highlights Ecosystem Intelligence — those signals that identify a Decision Makers and Economic Buyer — from your partner ecosystem in addition to the broader Crossbeam Network.
Contacts from your partner ecosystem, marked with filled-in signals, appear first, as they better align with your ICP. Outlined signals represent Ecosystem Intelligence from the wider Crossbeam Network.
Plays Tab
This tab provides relevant actions you can take depending on the partner status with the account and the additional data available.
Click the Plays tab
Click on Generate AI Playbook to quickly identify the best next steps
Click on View Play Details for next steps to run the recommended play
Select Play to see a list of actionable next steps
Select Risk & Conditions to view details about the Play, who it's best suited for, key conditions, and potential risks
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