Use Cases

With Crossbeam, Partner Success can impact every stage of your revenue funnel: lead generation, sales acceleration, customer retention, and analytics. We also offer industry-specific solutions for corporate development, investor portfolios, and trade groups.

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Partner Success

From leads to conversion to retention, Crossbeam turns your partner program into a force multiplier at every stage of the funnel. Read on to learn about common use cases for marketing, sales, and customer success.

Generate Qualified Leads

Grow the top of your funnel with leads and insights from your partner ecosystem. With Crossbeam, you can generate highly qualified partner leads, host more productive co-marketing events, and eliminate channel conflict.

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Accelerate Sales

Use your partner ecosystem to close more deals faster. Map accounts to align your field reps. Enrich your data and position your sale with intelligence from partners. Co-sell with confidence. Crossbeam enables it all.

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Measure Partner Impact

Partnerships can have a major impact on revenue, but measuring that impact can be hard. Crossbeam helps prioritize efforts based on revenue potential, unlocks new best practices for revenue attribution, partner performance measurement, and discovering new partners.

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Retain and Grow Revenue

Closing the deal is just the beginning. Reduce churn and grow your revenue over time by increasing usage, building stickier integrations, and providing a personalized experience powered by knowledge from your partners.

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Industry Solutions

Crossbeam can also be a valuable tool for industry-specific use cases like corporate development due diligence, investment portfolio value-add, and trade group collaboration. Explore below to learn more.

Corporate Development

Crossbeam can assist with vetting, valuing, and integrating acquisitions. See more data before writing a term sheet, add new dimensions to your due diligence, and combine CRM intelligence from day one of integration.

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Portfolios and Trade Groups

Crossbeam can serve as a centralized portal for your portfolio companies to find co-selling opportunities, analyze market overlap, and identify overlapping customers. Your favorite industry trade group can do the same.

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Revenue Share Tracking

Crossbeam can serve as a centralized portal for your portfolio companies to find co-selling opportunities, analyze market overlap, and identify overlapping customers. Your favorite industry trade group can do the same.

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