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.
Getting Access to Crossbeam for Sales and Crossbeam Copilot
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.
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.
User View Without Access:
User View After Requesting Access:
Email sent to Crossbeam Admin:
SSO and Sales Seat Invites
❗️Important
For organizations using SSO, the invite process for Crossbeam for Sales and Crossbeam Copilot does not include an email invite to team members.
✍️ 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.
Getting Started in Crossbeam for Sales
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.
Navigating Crossbeam for Sales
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.
My Network
The My Network page lists the partners you can start to collaborate and co-sell with in a single view. By clicking into each partner, you’ll access additional details and a breakdown of the overlaps with that partner.
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.
Lists
Lists are a collaborative way to interact with account mapping data. You can quickly create custom lists of accounts/overlaps and share with teammates.
Partner Manager → Salesperson: Partner Managers can create focus lists for salespeople.
Salesperson → Partner Manager: Salespeople can create lists for Partner Managers to help them on.
Salesperson → SDR: Salespeople can create lists for Sales Development Representatives (SDRs) to help them on.
Crossbeam for Sales makes it easy to take account mapping data and collaborate with colleagues.
Getting Started with Crossbeam Copilot
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:
Connect Slack and Configure Notification Settings
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.
You can easily connect your Slack right from Crossbeam for Sales by clicking on your Avatar and selecting Settings from the dropdown options.
Dive into our Help Center article on Understanding Crossbeam for Sales Notifications for more details on Slack and alerts.
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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