Crossbeam

View and manage your sharing settings across all your partners.

Sharing Dashboard

Ecosystem Intelligence Signals and Insights in Crossbeam Copilot

Shape your data sharing strategy with Sharing Presets as a flexible, scalable way to control exactly which fields your partners see.

Create and Manage Sharing Presets

Discover account overlaps with your ecosystem’s biggest players—no invite needed

Managed Offline Partners

Joy Rudnick

Lindsey DeFalco

Bob Moore

Learn how to connect with your partners and share data on Crossbeam.

Partners and Data Sharing

Sync Partner Mentions from Gong Calls to boost attribution clarity in your Crossbeam account.

Gong Integration

See an accurate and complete rollup of your partner program's impact on your bottom line and report back to your Salesforce instance

Attribution for Salesforce Users

See an accurate and complete roll-up of your partner program's impact on your bottom line and grab the metrics that matter to your business.

Attribution for HubSpot Users

Understanding Ecosystem Activities in Crossbeam

Understanding Attribution in Crossbeam

Attribution

How Discoverability Works in Crossbeam

Adjust your sharing settings to control how much data you share with your partners and when.

Data Sharing Guide

Learn about settings for your Populations.

Managing Population Settings

Customize your sharing settings with a specific partner to share more, or less data with your partners.

Understanding Sharing Settings for Partners

Share the data you and your partner need to collaborate by fulfilling a data share request from your partner.

Data Sharing Requests from Partners

Get the data you need without having to leave Crossbeam.

How to Request Shared Data from Your Partners

Partner Visibility--Managing User Access Levels

Data Sharing

Categorize and filter partners for instant insights about your partner ecosystem.

Partner Tags

Learn how to CC Crossbeam's Partner Activation team on partner invites to help your invited partner get onboarded faster.

How to Add the Partner Activation Team to a Partner Invite

Learn how to add partners to your Crossbeam ecosystem.

Add a Partner to Crossbeam

Use Partnerbase to see who is already using the platform, and help onboard those that should be.

Use Partnerbase.com to find Partners Already On Crossbeam

Using your invite link to partner on Crossbeam

Invite Partners to Crossbeam with the Invite Link

You've been invited, now it's just a few clicks until you're live with a new partner on Crossbeam.

Accept a Partner Invite

Explore your data overlaps with a specific partner and dive deeper into the data segments on Crossbeam.

How to Use the Partner List and Partner Detail Page

How to remove a partnership from your Crossbeam account.

Delete a Partner

Learn about Account Mapping with partners who are not on the Crossbeam with a CSV or Google Sheet.

Offline Partners

Partner Invitations helps teams upload a target partner list, send invitations at scale, and track invitation status from a single workspace.

Partner Invitations

Open Data Partners give you instant ecosystem overlaps with major tech vendors — no partner invite or sign-up required.

Understanding Open Data Partners

Partnerships

Crossbeam Academy

Crossbeam Enablement Catalog

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