Power ELG with team-to-team collaboration
Empower sellers to connect directly with partners and their AEs to gather vital sales intel on shared accounts or secure warm intros.
Streamline co-selling with automated templates
Whether you're in Salesforce, Slack, or browsing in Chrome, Crossbeam for Sales’ co-selling templates and workflows simplify asking partners the right questions at the right time. Just select your questions, choose the best partner, add context, and hit send.
Customize your approach for each prospect
Every account is unique, so make sure you’re asking partners the right questions. Crossbeam empowers sellers to tailor their inquiries based on what matters most to each prospect’s journey. Reciprocity is built in with additional context reps can share from their side as well.
Give sellers guardrails when they need them
Predefined templates ensure consistent, effective communication with partners. Avoid potential overwhelm with configuration for co-selling workflows, directing inquiries for approval before they’re sent out to partners.
Collaborate in real time with Slack
Start a message with your partners and send it to Slack channels set up for co-selling. The Crossbeam for Sales Slack app automatically tags the right people, reminds teams when activity slows, and lets you easily loop in additional colleagues as needed.
Give your partners credit
When your partners help you win a deal, give them credit where credit is due. Easily close out your messages with partners and mark your opportunities as sourced, influenced, or neither. This info automatically syncs to Salesforce for easy reporting.
Bring ELG to life
Sales and partnerships teams can cut deal cycles by 27% and close 53% more deals by collaborating. Discover a 3-step strategy to win together.
In a workshop at ELG Con, Pavilion’s SVP, Marketing and Growth Kathleen Booth led sales, marketing, customer success, and partnership leaders to envision a cross-functional ecosystem-led success story.
Warm intros from partners to prospects can accelerate your deals. Use these email templates with your partners for quick and easy friendly introductions.
Frequently asked questions
You can access this flow via Crossbeam Copilot (in all apps), within our Crossbeam for Sales Slack app, and within our Crossbeam for Sales in-app platform.
Anyone designated as a Manager within Crossbeam for Sales can configure the templates, enable specific partners sellers can send inquiries to, and set up the designated Slack channels messages are sent to for each partner.
Yes. When adding a new question to your Co-selling Templates, you can specify if the question should be available as a default question for all partners, or if the question should only be available for designated partners.
Turn your ecosystem into your #1 revenue source
Instantly capture insights from your ecosystem in less than a minute.
