Crossbeam

Identify and prioritize partners with the strongest potential to influence your pipeline.

Potential Revenue

See all of your non-overlapping accounts with partners.

Advanced Account Mapping Greenfield Reports

Use Reports to understand pipeline and accurately forecast revenue goals.

View Recommended Account Mapping

See your complete ecosystem with all Partners Report.

Advanced Account Mapping Ecosystem Reports

Advanced Account Mapping Custom Reports

Build multi-partner reports from your Partner tag categories.

Advanced Account Mapping Partner Tag Reports

Leverage potential revenue to uncover the highest ROI opportunities in Pipeline Reports.

Advanced Account Mapping Pipeline Reports

Create single-partner reports to map one population to one partner population at a time.

Standard Account Mapping Single Partner Report

Account Mapping Pass in Crossbeam: How It Works

Joy Rudnick

Lindsey DeFalco

Matt Nicosia

Now comes the fun part. Find out where your data overlaps with partners, drill down into the results, create reports, and stay up to date on changes.

Account Mapping with Reports

Refine the results of your Crossbeam comparisons based on specific properties and values with filters and sorting in your reports.

Filters and Sorting in Reports

Edit your existing reports that analyze your partner overlaps

Edit a Report

Delete, Duplicate, or Export a Report

Get notified about new overlaps in a Report via email or Slack

Report Notifications

Reports

Find out why your overlap counts don't match up with your partner's overlap counts.

Why do I see a different number of overlaps than my partner sees?

View the details of a specific company or person, including populations where they appear and any data shared by your partners.

The Record Detail Page

Meet quota and identify partners worth investing in, as well as which accounts to pursue with Crossbeam.

What is Partner Impact in Crossbeam

Comprehensive performance review of your Crossbeam Ecosystem.

Ecosystem Insights Dashboard

Exploring Partner Data

Now that Crossbeam has revealed the data you need, here's what you do next to make it actionable and get value.

You've found your overlaps — now what?

Extracting Data from Crossbeam

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.