In this article:

✍️ Note

Crossbeam for Sales with access to Crossbeam Copilot requires a Sales (or Full Access) seat and is available on the Connector plan and Supernode plan.

To upgrade your account, visit the Plan & Billing page.

To get started in Crossbeam for Sales, your Crossbeam admin will need to assign a Sales seat to you. Crossbeam admin will do this by sending an invite via email to join your organization on Crossbeam.

✍️ Note

If you’re a Crossbeam admin, and need help sending invites, see this Help Center article for steps on adding team members to your Crossbeam account. Additionally, when inviting users from the team page with SSO enabled, the invitations will be sent directly to the team member.

You can also request access to Crossbeam for Sales via Copilot. If your organization has enabled Crossbeam Copilot for Salesforce or HubSpot, you’ll have access to a preview version of Copilot—showcasing Partner Overlaps—where you can click the Request Access button. An email will be sent to your Crossbeam admin with steps on how to give you access.

Admin can find seat requests submitted via HubSpot and Salesforce by clicking on the Setting icon in Crossbeam core, select the Seat Requests from the side panel, where pending requests will be displayed.

User View Without Access:

User View After Requesting Access:

Email sent to Crossbeam Admin:

✍️ Note

If you attempt to log in via SSO and you get an error, contact your Crossbeam admin to confirm you have the correct seat in Crossbeam (Sales seat or Full Access seat) and that your organization's SSO settings are correctly configured.

Once an admin has assigned a Sales seat to a user, they can log in via SSO through the organization’s Crossbeam login. After logging in with SSO, they will be automatically redirected to Crossbeam for Sales. SSO allows organizations to add users without the need for an email invite, allowing sellers to access the platform more quickly.

In Crossbeam Copilot, new users will need to click Continue with SSO to gain access to Copilot. Again, SSO provides automatic access without requiring an email invite.

If you are not using SSO login, you will receive your invite via email, click the Join Now button to create your account.

Once you create your account, Crossbeam will email you to verify your email address. From there, you’ll be asked to log in and then accept your invite to join your organization on Crossbeam.

Deal Navigator

Once you’ve accepted your invite, Crossbeam for Sales will launch on the Deal Navigator page.

The Deal Navigator is the best single view of your sales pipeline, designed so you can move each deal forward. This is the default page in-app for all Salespeople. Certain filters are applied by default, and the resulting deals are sorted based on open deal status and the size of the deal.

Network

From the left-side Navigation Menu, select Settings, and click on Sales Settings from the dropdown options.

Click Enabled Partners to see the partners you can start to collaborate and co-sell with in a single view.

Click into each partner to access additional details and a breakdown of the overlaps with that partner.

Messaging

While on the Partner page, click the View Request for Partner to see messaging. The Messaging page will house all the messages you and your fellow reps have sent to partners asking for additional sales intel on an open account or requesting a warm introduction.

Clicking into a message will showcase the history and give you the opportunity to keep the conversations going internally or publicly with your partner.

✍️ Note

Learn more about Co-Selling Automation in Crossbeam for Sales, here.

Crossbeam Copilot puts the power of your ecosystem right where you need it. One way to get started with Crossbeam Copilot is to install the Chrome extension. You can do this right within Crossbeam for Sales.

Crossbeam Copilot brings Ecosystem Intelligence to sellers in their everyday workflow, allowing them to easily view overlapping partner data without needing to navigate directly to Crossbeam.

Click an article below to learn more about Crossbeam Copilot:

Leverage the Crossbeam for Sales Slack app to get deal insights quickly and dive into ways to keep deals moving by communicating directly with partners and account owners.

To set up notifications:

Crushing Your Quota

And if you’re ready to start closing bigger deals faster, head to Crossbeam Academy and dive into our series of starter lessons to help you rapidly start using your new Crossbeam for Sales features.

These courses include lessons on how to generate pipeline, landing a discovery call, and how to use Ecosystem Led Growth (ELG) to improve renewal and expansion rates.

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