Streamline partner collaboration
Capturing and identifying overlaps is just the start. Kick off real-time collaboration on overlapping and non-overlapping accounts right in Crossbeam.
Collaborate in real-time
Create a list of records per quarter, campaign, or initiative and share notes with your partner in a side-by-side view.
Surface actionable updates
No more sitting and waiting. Get right to action with in-app and email notifications when your partner makes edits to your Shared Lists.
Bring invisible work to light
Track your partner communications directly on the Activity Timeline so there’s no question on ecosystem influence.
Collaborate with account owners
Once you've built Shared Lists, easily pass them to your sales team through Crossbeam for Sales. Sellers get notified when new lists are shared and can jump right in to take action. It’s a simple way to collaborate with partners and ensure your team has the right accounts to focus on.
Protect customer data
Cement trust with your customers and protect their data through an iron-clad system of communication.
“Shared Lists make collaborating with our partners easier and more efficient. Prior to this feature, at least a couple times a week, I was pinging my partner for updates on accounts so having that available in Crossbeam definitely makes that process easier to manage.”
Bring ELG to life
Thriving tech ecosystems have value far beyond a company’s first-hand connections — they also illuminate a path to new partnerships, markets, and growth.
Leveraging an ecosystem to drive sales can only thrive as a joint effort with leadership and every GTM function. Here's some help to bring them onto Team ELG.
Partner leads close at almost 100X rate of cold leads, deals close 46% faster when a partner is involved, and sales reps who embrace ecosystem-led sales earn promotions via quota efficiency. In this post, we look at how sellers can build the relationships necessary to utilize partnerships as a tool.
Frequently asked questions
Yes! That’s the beauty of building Shared Lists in Crossbeam. It’s fast, easy, secure, and is updated in real time. You can easily share your lists with your fellow colleagues in Crossbeam. Team members will receive an email invite notification and in-app notification, and will receive updates with new activity, like adding accounts, updating notes, etc.
Unfortunately, no. Shared Lists work on a one-to-one level and can only be shared with one partner. However, you can invite multiple internal collaborators to a list from your organization, and your partner can do the same.
Once Shared Lists are created and sent to the Account Owner, they will receive a notification (via email and Slack) letting them know it’s available and ready to use.
To access these lists, sellers can click on Lists from the navigation bar in Crossbeam for Sales. From there they can click on any of the account records to access co-selling templates and initiate a conversation with your partner.
Turn your ecosystem into your #1 revenue source
Instantly capture insights from your ecosystem in less than a minute.
