Selling with your ecosystem is the best way to sell.

Get warm introductions. Capture and close warm, target accounts using behavioral insights, buyer signals, and assists from your partner ecosystem.

Loop in partners with recommendations. Navigate deals like a pro with intel on how to work target accounts from partners who’ve already closed what’s in your pipeline.

Drive deal acceleration by networking. Find the right people at your partner companies and put together lists for cross-team collaboration with SDRs, partner managers or your partners.

By logging into your Crossbeam account, Sales Edge will automatically sift through all your overlaps and let your reps know where to focus with your partners. Reps can then take action and get connected with your partners straight from Sales Edge. Partnerships Managers get full control over who can message which partners & full visibility of each interaction to avoid conflicts.

Please note that in order to setup Sales Edge, you must be a paying Crossbeam Core customer; i.e. either a Connector tier or Supernode tier customer. If you are on a free plan (Explorer) and would like to use this feature, simply visit your billing page and upgrade.

To set up Sales Edge, login to Sales Edge using your Crossbeam Core credentials. Setup and configuration takes anywhere from 5 - 15 minutes.

Access to Sales Edge is managed in the place as all other Team Member management. Use Sales Edge roles to control access and provide the right experience for a given user in Sales Edge.

Roles include:

If you have any questions, contact us at support@crossbeam.com.