Account Mapping

Orchestrate your ecosystem with a single source of truth

Understand your account landscape like never before. Crossbeam’s automated Account Mapping reveals where your accounts overlap with partners, helping you unlock new opportunities and accelerate growth.

Uncover New Opportunities

Turn partner overlaps into growth strategies

Cross-reference your customer pipeline data with your partners' lists to reveal a wide range of new opportunities. By mapping common overlaps, you unlock a whole universe of new growth motions, from co-marketing to co-selling to building joint case studies and new integrations. This matrix of data shows where collaborations can drive revenue, helping you identify untapped potential and ways to strengthen partnerships.

Account mapping UI showcasing and overlap.
Ditch Manual Processes

The right tool for the job

Before Crossbeam, companies struggled with manual, error-prone methods like spreadsheets and calls to compare accounts, resulting in inefficient and unsecure processes. Crossbeam revolutionized account mapping by making it fast, easy, and secure, while providing the tools and workflows to turn this data into a scalable growth engine for your business.

List of overlapping partners while showing off 25% higher win rate and Ecosystem Presence
Customize Sharing Settings

Share securely and accurately

Account mapping data usually comes from CRM platforms like Salesforce or HubSpot, but the process can be complex due to custom fields and business nuances. Crossbeam simplifies this by refining your CRM data into clearly-defined match lists called Populations, like Prospects, Open Opportunities, and Customers. You can then share as much or as little of this data as you want with customizable sharing settings, making the process efficient and secure.

Account mapping report showing sharing settings  customers, prospect, and open opportunities.
Hear from an Ecosystem expert

“Since we adopted Crossbeam, 35% of our opportunities are partner-influenced or sourced.”

Samantha Samuels
VP of Partnerships at Friendbuy

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.
Account mapping. How to (finally) do it without giant, cumbersome spreadsheets

Account mapping is taking a list of your pipeline and cross-referencing or “mapping” it with a partner’s list of current or potential customers.

You should be account mapping at every stage of the customer lifecycle

How to use partner data to fuel attribution, sales enablement, product-led growth, and more.

4 easy wins: The Crossbeam guide to account mapping

We’ve packed four years of account mapping learnings into 20 no-frills pages.

Frequently asked questions

Don't leave your questions unanswered.
Can I control what data is shared in Account Mapping?

Yes, Crossbeam allows you to customize sharing settings per partner, so you can share as much or as little data as you want.

Can I see potential revenue in my Account Mapping Matrix?

Yes! With a paid account, you can choose which Populations of yours — and your partners' (globally) — you want to see included in the Account Mapping Matrix view of Potential Revenue. Click into each square of the Matrix to be taken to a report where you can drill deeper into your opportunity data. Use the data to assess potential tech partners, prioritize efforts on key collaborations, and obtain leadership approval for investing in targeted partnerships.

What types of data can be mapped in Crossbeam?

Crossbeam allows you to account map with any of your partners and surface overlaps for any of your Populations — your standard default Populations (Customer, Prospects, Opportunities) as well as any custom Populations you create.

Turn your ecosystem into your #1 revenue source

Instantly capture insights from your ecosystem in less than a minute.