At the intersection of your target accounts and your partners' customers lies a wealth of information, introductions, and new revenue opportunities. See where these data sets intersect without asking too much of your partners or oversharing your lists.
Partner introductions generate high-quality leads. Their relationships can provide qualification, trust, and context from the very first contact.
Crossbeam can generate large numbers of partner qualified leads (PQLs) by finding overlaps between your target account lists and your partners' customers.
Direct CRM integrations allow you to identify new overlaps in real time via our interface, your Salesforce account, or automated alerts.
Drastically increase the amount of revenue influenced by your partner ecosystem. Measure that impact by tracking deals from PQL to close in Crossbeam.
No one wins when your direct sales team goes up against your channel partners. Avoid this conflict by identifying overlapping targets at the top of your funnel. Both sides keep their non-overlapping pipelines private and secure.
Flag potential conflict early in the funnel to avoid costly and embarrassing conflict situations.
Most of your data doesn't overlap, and that data stays secret. Configurable data sharing rules mean you can pick the precise situations in which overlaps are detected and flagged.
Create email notifications or in-app alerts to notify you every time new overlaps are identified.
Avoid false positives by only comparing data segments matching certain products, regions, sales reps, and more. Configure these rules on a partner-by-partner basis.