Crossbeam for Salesforce

Highlights

• PROSPECT SMARTER AND CLOSE DEALS FASTER
  Ecosystem-Led deals are 53% more likely to close and close 46% faster. Crossbeam Copilot gives sales teams the tools they need to turn ecosystems into a strategic advantage with insights at their fingertips.
• REAL TIME DATA AND ACTIONABLE INSIGHTS
  Connecting Salesforce with Crossbeam ensures your partner data is always up-to-date and accurate. Access a comprehensive view of your partner ecosystem, and advanced reporting capabilities right within Salesforce.
• STAY SECURE AND COMPLIANT
  Data privacy and security is embedded in every part of our business. Ensure you’re secure and compliant with SOC 2 Type II, GDPR, CCPA, and fine-grained data sharing rules in place.

What Crossbeam for Salesforce does

Crossbeam is an Ecosystem Led Growth (ELG) Platform that helps you find, close, and keep more customers with your own partner ecosystem.

Crossbeam integrates directly with Salesforce allowing you to securely share and manage partner data directly on your account, contact, opportunity and lead pages in Salesforce.

With the Salesforce and Crossbeam integration, you can:

▪️ Identify overlapping customers and prospects with your partners

▪️ Identify key contacts and facilitate warm partner introductions

▪️ Automate partner data updates and eliminate manual data entry

▪️ Track partner performance, measure ROI, and optimize your partner strategy with advanced reporting

▪️ Use the Crossbeam Overlap custom object to push overlap data directly into Salesforce for custom reporting and trigger workflows

The more companies you partner with in Crossbeam, the richer your account data becomes, securely and automatically.

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