Impartner
Connect your partners' data in Crossbeam via Impartner's API connector tools for an enhanced deal registration process.
Description
Unlock complete visibility of shared customer and prospect data between your business and your partners. Our code-free integration identifies your greatest strategic go-to-market opportunities within each partnership. Co-market and co-sell efficiently and effectively with Impartner and Crossbeam working together.
Key Benefits
- Reduce channel conflict with bulk deal registration.
- Assist partner upsell opportunities with existing shared customers
- De-duplicate contact lists being used in co-marketing efforts
- Show the Crossbeam account mapping results that you'd see in your CRM into the partner's view within the portal.
How it Works
We use our strong integration capabilities native to the Impartner platform to first map the data between Impartner and Crossbeam and/or your CRM and then display the data you want to share with your partners via our dynamic form engine - all within an easy, code-free, self-service approach. While our platform is built for DIY, you can get a helping hand from an Impartner expert at any time.
Gallery & Videos
Integration Data Flow
Setup Instructions
Setup a custom object in your PRM to store the Crossbeam data, then update your CRM Sync field mappings to sync Crossbeam data within your CRM to your PRM data. Configure form on portal to display the Crossbeam data. Your Impartner rep will guide you through the configuration and provide documentation - reach out to our team to start the setup process.
