Crossbeam For Enrichment

Enrich accounts with Ecosystem Intelligence

Get ecosystem data in the hands of your revenue teams and in the tools they work from every day.

See how it works

Uncover unique data

Help reps tee-up warm intros and connect with more accounts by streaming ecosystem insights across leads, accounts, and opportunities in your CRM.

Drive strategic sales decisions

Make it easy to see what’s worth your time. Build robust reports, kick off workflows, and measure partner sourced/influenced revenue with Crossbeam’s custom object integrations.

Turn activities into outcomes

Pull activity signals from your deal cycles into your CRM or data warehouse to get a clear view into pipeline health and sales velocity.

Here's how it works

Step 1

Connect your systems to Crossbeam

Connect your CRM or data warehouse as a data source in Crossbeam and configure your integration settings to get ecosystem data where you need it most.](/content/use-cases/enrichment#w-tabs-0-data-w-pane-0/index.html)

Step 2

Build meaningful reports

Pipe your ecosystem data into your CRM to build reports and dashboards to help with better forecasting, retention health insights, partner integration adoptions, and more.](/content/use-cases/enrichment#w-tabs-0-data-w-pane-1/index.html)

Step 3

Customize outreach messaging

Because the Ecosystem Intelligence from your partner network is proprietary to you, your seller’s outreach can be customized based on insights only you have access to.](/content/use-cases/enrichment#w-tabs-0-data-w-pane-2/index.html)

Explore features built for data enrichment

Account Mapping

Trade in your spreadsheets for Crossbeam’s pipeline matching engine to surface the most promising opportunities in your ecosystem. Explore Account Mapping

Crossbeam Copilot

Access proprietary Ecosystem Intelligence and insights in the tools you work from every day to close bigger deals, faster. Explore Crossbeam Copilot

Integrations

Connect your ecosystem data with CRM, Clay, and more to drive outreach, insights, and automation. Explore our integrations

Bring ELG to life

ELG Insider is the hub for the tactics and stories that help you drive revenue, grow your career, and stay ahead of the market with original research and analysis.

Resources

How Fivetran powers its Ecosystem-Led Sales with data Learn how Fivetran arms their sales team with deal-winning data in this excerpt from Crossbeam CEO Bob Moore’s new book. Read more

Further insights

2 ways partner data can inform your product strategy and improve retention Partner data can help your product team invest in the right product and feature development work and help them hit their quarterly goals. For example: Pull partner data into your product team’s analytics dashboard so they can invest in the integrations that improve product usage. Read more

Engaging partners

How to use CRM data & automation to nurture your co-selling relationships Your CRM can provide insight into when and how you should engage each of your partner’s sales reps. Learn how Rob Rebholz, Co-Founder & CEO of Superglue.io, uses two standard Salesforce fields — the “Contact Created” date and the “Last activity” date — to reach out to his partner’s sales reps at key moments and build trust with each of them. Read more

Call to action

What are you waiting for? Connect your CRM in minutes. Book a demo Get started for free