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Using Deal Navigator in Crossbeam for Sales
Using Deal Navigator in Crossbeam for Sales
Joy Rudnick avatar
Written by Joy Rudnick
Updated over 3 months ago

In this article:

Crossbeam for Sale Overview

Crossbeam for Sales is the ultimate ally for GTM teams. With a powerful platform that leverages the collective strength of your partner ecosystem, you gain unparalleled access to shared data and insights, providing sellers with a goldmine of new opportunities that are 53% more likely to close. Give your sales team the tools they need to uncover new leads, accelerate deal cycles, and expand accounts with ease.

Deal Navigator in Crossbeam for Sales

The Deal Navigator in Crossbeam for Sales offers a comprehensive view of your sales pipeline, helping you advance each deal effectively. As the go-to page for the Sales team, it allows you to curate a targeted view of the most promising accounts based on partner overlaps, open opportunities, and prospective leads.


😎 Pro Tip

New to Crossbeam for Sales? Click here for details on setting up Crossbeam for Sales.

Help your sales team get started with this article covering Crossbeam for Sales and Crossbeam Copilot.


✍️ Note

Crossbeam for Sales is available on Connector and Supernode plans.

Check out our pricing page to see the cost and offering of Sales seats for each.

To add more user seats in Crossbeam for Sales, visit the Plan & Billing page.


Understanding Deal Navigator

Open Crossbeam for Sales, click on the Deal Navigator tab from the menu.

The displayed list are deals sorted based on open deal status and the size of the deal.

If you have a Crossbeam Core seat, you can also open Crossbeam for Sales by clicking the Sales icon on the menu in Crossbeam Core. This will redirect to Crossbeam for Sales.


✍️ Note

Within Crossbeam for Sales, set up communication templates for your sales team to reach out, ask questions, and provide context on deals. Learn more about Co-Selling Automation in Crossbeam for Sales, here.


Default Filters and Deal Sorting

Certain filters are applied automatically, showing only the most promising deals—those that require your attention. These deals are sorted by their open status and deal size. The default view includes prospect accounts that:

  • Have a status of Prospect or Open Opportunity

  • Are customers of your partners

Navigator Layout

  • Right Side (1): Deals are listed in a prioritized order

  • Left Side (2): Filter controls allow you to refine your view

  • Top Bar (3): You can perform real-time searches using any custom string

Deal Details

Each deal card displays key account information, including:

  • Account Name: Clicking it will take you to the account's details page.

  • Deal Status: Shows the current status of your deal.

  • Deal Size: Indicates the value of the deal.

  • Partner Signals: Displays signals from partners that have account overlaps.

Partner Deal Signals

Partner Deal Signals give you critical insights into timing, helping you identify which partners are most useful at any given moment. Signals include:

  • Deal Movement

  • New Deals

  • Recent Activity

  • New Contacts

  • Recently Won (within the last 90 days)

Filters

My Accounts Filter

The My Accounts filter allows you to control the view based on account status:

  • Customer

  • Has Opportunity

  • Prospect

Show Accounts For

This option lets you choose between:

  • My Partners

  • My Accounts

  • All Accounts

Owner Filter

The Owner field filters deals by the account owner's name, showing only deals owned by that individual.

Partners Filter

This filter lets you refine the displayed deals based on the partner account status, focusing on accounts that are already customers of your partners for optimal connections.

  • Customer

  • Customer Opportunity

You can also use the Partner Search bar to locate a specific partner.

No Crossbeam for Sales Activity In filter

This filter allows you to target specific time frames of sales activity.

  • None

  • 3 Months

  • 6 Months

  • 12 months


Using Deal Navigator

Use the Deal Signals or adjust the filters to find the right deal for you in Deal Navigator.

To take action on a deal, click on the deal Account Name in the deal card.

In the next screen, you can:

  • See a list of potential partners to work with

  • Take action on an account with co-selling automation

List of Partners

After opening the account, select a Partner from the list, click on the Partner Name.

On this screen, you can:

  • See a list of overlapping account for this partner

    • Click the Message button next to the account to send a message

    • Locate the icon at the end of the account row, click it to add account to a list or create a new list

Get Intel

Back on the Deal Account screen, you will see co-selling questions to select from:

  1. Select the question(s) you would like to ask your partner(s)

  2. Next, click the Choose Partners button

  3. Click the box(es) next to the partner(s) you would like to message

  4. Next, click the Add Context button

  5. Fill in the blanks in the message template

  6. Click Preview Message button

  7. Review the Request Summary

  8. Click Cancel, Edit or Send

To review messages, click on Messaging from the menu.

Under Messaging, use the filters as need to locate a specific message, click on the Company Name to see details.

Messages can also be managed via a shared Slack channel:

The Slack thread will be tracked directly within Crossbeam for Sales, allowing you to close the attribution loop and ensure your sales reps receive credit for their work with partners.


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