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Crossbeam for Salesforce

Leverage your partner ecosystem to find, close, and keep more customers.

Overview

Crossbeam puts your ecosystem data to work for you. With automated account mapping, immediately access the data, people, and companies in your network to help your GTM teams accelerate and close bigger deals.

See How Crossbeam for Salesforce Works

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.

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.