Activate Your Partner Ecosystem
Align repeatable processes with advanced notifications to put relevant partner data in front of reps to guide the right actions at every step of the buyer journey.
Description
Put partner data in front of your revenue team and guide the right actions at every step of the buyer journey with the Crossbeam and LeanData integration.
LeanData is a Salesforce-native solution that connects the right data, tools, and people to transform buyer signals into buying decisions. Orchestrate ecosystem-led growth strategies using Crossbeam + LeanData to supercharge account-based plays while holding your reps accountable through SLAs, tasks, and instant notifications.
Key Benefits
Maximize Partner Influence with Opportunity Orchestration
- Automatically prioritize specific activities for reps, and send alerts to partners through advanced notifications at any point in a deal cycle
Accelerate Sourced Revenue with Account Orchestration
- Leverage buyer intent signals to alert your Partner Account Manager and Solutions Partner of client interest, and facilitate a client introduction
Scale Your Partner Ecosystem through Automation
- Reimagine how teams leverage partner intelligence across your organization
Use Cases
- Drive Downstream Activities with New Partner Customers (Custom Object Routing*): Notify sales reps when their prospects become customers of integration partners
- Intent-Based Partner Referrals (powered by Crossbeam + LeanData + 6sense): Request introductions from partners when their clients show intent
- New Opportunity Creation: Drive partner-sourced attribution by allowing partners to identify inbound referrals
- Reduce Churn Risk: Notify Customer Success of partner overlap when customer account health drops.
How it Works
Nodes are the building blocks of LeanData’s workflow router, where users visualize and activate plays with no-code, drag-and-drop automation. The Crossbeam Integration Node allows you to surface overlap data in Account or Opportunity workflows to better position partners into your organization’s revenue strategies.
Any record routed through the node will check if there is a Crossbeam Company that matches and the node will place the Crossbeam results in the Variable for later use in Notifications and Created Task records.
Gallery & Videos
Setup Instructions
Visit LeanData's Help Center HERE to view the Crossbeam Integration Setup Guide.
Customers can connect with the LeanData Partner Team to receive free Ecosystem Templates, allowing you to effortlessly automate your partner GTM processes.
Requirements:
Customers can connect with the LeanData Partner Team to receive free Ecosystem Templates, allowing you to effortlessly automate your partner GTM processes.
Requirements:
- Salesforce must be connected as a data source
- For the Custom Object Routing, these pricing tiers are required:
- Crossbeam Pricing Tier: Supernode
- LeanData Pricing Tier: Premium Routing
- For the Direct Integration, these pricing tiers are required:
- Crossbeam Pricing Tier: Connector* or Supernode
- LeanData Pricing Tier: Advanced Routing or Premium Routing
- *Connector tier is eligible for one outbound integration at a time
