Crossbeam for Sales Slack App
Discover, Close, and Expand Deals Faster Crossbeam for Sales equips sales leaders, managers, and reps with the tools needed to turn ecosystems into a strategic advantage. Uncover new leads, accelerate deal cycles, and expand accounts with ease.
Description
Discover, Close, and Expand Deals Faster
Crossbeam for Sales equips sales leaders, managers, and reps with the tools needed to turn ecosystems into a strategic advantage. Uncover new leads, accelerate deal cycles, and expand accounts with ease.
And now you can bring these insights into Slack!
And now you can bring these insights into Slack!
Key Benefits
Leverage the Crossbeam for Sales Slack app to get deal insights quickly and dive into ways to keep deals moving by communicating directly with partners and account owners.
Your team can:
- Receive alerts when there’s partner movement based on ecosystem reports and overlaps to help get an intro or close a deal
- Look up accounts using the Slack command to uncover the right partners to connect with, and message them directly from Slack to close that deal faster
- Leverage co-selling templates directly from Slack to uncover key insights in sales processes for prospects
- Receive notifications when partners want to collaborate in Slack
Who is the Crossbeam for Sales Slack App for?
The Crossbeam for Sales Slack app is used by SDRs breaking into prospects, AEs trying to close deals, and CSMs focused on upsells and renewals.
Requirements:
To use the Crossbeam for Sales Slack app, customers must have a Crossbeam account and a Crossbeam for Sales seat or a Full Access seat.
How it Works
Instantly Find Partners for an Account:
- See the overlapping partners for your prospect by using the /edge command in Slack
- Crossbeam for Sales will instantly return all the partners who are already working with your prospect
Request Help on Prospects From Partners:
- See a partner working with your prospect? Create a request for help right in Slack!
- Send requests directly to your Partner Manager who can prioritize connecting you
- Receive alerts once your Partner Manager has connected you with the partner
- Track each partner interaction to make sure you understand which partners are helping you on which deals
Receive Notifications and Alerts:
- Receive notifications on actions happening in Crossbeam for Sales directly in Slack
- Receive real-time alerts on important account mapping changes directly in Slack
- Get reminders when collaboration has seem to stalled so you can keep deals moving along
Gallery & Videos
Setup Instructions
Setup Slack for Crossbeam for Sales in your settings: https://sales.crossbeam.com/settings/
