Crossbeam Copilot for Outreach
Put the power of your ecosystem in the hands of sellers.
Description
Close deals efficiently with the power of ecosystem insights in the hands of sellers
Imagine having a tool that lets you peer into your partners' CRM data to see what target accounts are buying, which deals are hot, and how your ecosystem can boost your success in every account. This is what Crossbeam Copilot does, and now it's embedded in Outreach.
Now sellers can access actionable partner insights directly within Outreach, the platform they already use. Sales Reps can use Copilot’s data on an account to navigate the sales cycle & close deals faster in many ways. Here are some:
- Get warm intros from partners
- Gain valuable intel about target accounts
- Understand where each account sits in your partners’ deal flow
- Suggested plays to best approach your account
This helps reps make more informed decisions, identify key stakeholders faster, and tailor their approaches based on real-time data via their ecosystem.
Key Benefits
Get actionable intel and signals at a glance:
- Account highlights: Highlights the key information on the account from your partner network to identify key stakeholders faster
- Partner overlaps: Ecosystem Intelligence signals — like win rates and average deal size — to quickly identify the best partners for a warm intro or keep stalled deals moving
Fast-track deals with key contacts and plays:
- Enriched contacts: Get the right contact to reach out to with signals like “Decision-maker” and “Economic Buyer” and add them directly to your CRM.
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Plays: Make every move count. Get actionable plays curated with the next best steps you can take to ensure your opportunities are marked as closed/won.
How it Works
Crossbeam Copilot for Outreach appears as a tab — what we call the Ecosystem tab — within the Accounts, Opportunity, or Contact objects. In the Account overview, you can customize your layout to pin the Crossbeam copilot.
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Setup Instructions
To get Crossbeam Copilot for Outreach setup, follow our step-by-step instructions located in our Help Center.
