Clari
Clari is the world's leading revenue operations platform - it empowers all revenue teams find and stop revenue leak. Win more deals by surfacing the relationships you already have directly in your revenue platform.
Description
View Partner Customer & Open Opportunities right in Clari. Easily see which of your sales opportunities have partner overlap directly in your forecasting views. Give your sales team access to manage your ecosystem-led growth week-to-week.
Easily customize your pitch, identify co-selling possibilities with partners working on the same account, fostering collaborative sales effort and gain access to key decision-makers your partner is connected to but aren't yet in your CRM.
Easily customize your pitch, identify co-selling possibilities with partners working on the same account, fostering collaborative sales effort and gain access to key decision-makers your partner is connected to but aren't yet in your CRM.
Key Benefits
- Leverage your existing partner ecosystem. Surface you Crossbeam Partner landscape to sellers and account managers directly inside Clari.
- View Partners by Deals and Accounts. Unlock partner ecosystem data in the Clari account grid by connecting Crossbeam to your CRM.
- Automated Workflows: Trigger alerts or automate actions when an account becomes a customer or opens an opportunity with a partner in your current Salesforce reports, dashboards, and workflows.
-Seamless GTM Integration: Push Crossbeam data into Clari from Salesforce for deeper ecosystem insights
- View Partners by Deals and Accounts. Unlock partner ecosystem data in the Clari account grid by connecting Crossbeam to your CRM.
- Automated Workflows: Trigger alerts or automate actions when an account becomes a customer or opens an opportunity with a partner in your current Salesforce reports, dashboards, and workflows.
-Seamless GTM Integration: Push Crossbeam data into Clari from Salesforce for deeper ecosystem insights
How it Works
By integrating Crossbeam's is a customer of and is an opportunity for fields into Clari, you can enhance your sales strategies and pipeline analysis:
- Enhanced Pipeline Analysis: Push these custom fields to Clari to identify which accounts are customers or have open opportunities with your partners, allowing for more precise pipeline analysis
- Partner-Specific Insights: Filter by partner to refine your sales strategies, focusing on accounts with specific partner engagements
Integration Diagrams
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Setup Instructions
Check out this help article on our website for setup instructions.
