Crossbeam
Marketplace

Source, influence, and convert more partnership pipeline by syncing Crossbeam insights with your team's tech stack.

image

Salesforce Widget

Sales reps can access Crossbeam partner data directly in Salesforce with a widget.

Install

Description

Get Crossbeam data where you work: directly in Salesforce. Your sales reps don't need to log in to Crossbeam to access partner data — instead, they can get the info they need directly in Salesforce when they need it most.

Salesforce Widget: Boost partner ecosystem collaboration and communication by making partner data available on Leads, Contacts, Accounts, and Opportunities. This will help you and your reps:

1. Get warm intros from partners
2. Gain valuable intel about target accounts
3. Navigate complex sales cycles and close deals faster
4.Understand where each account sits in your partners’ deal flow

Free Explorer customers have access to the preview Salesforce Widget which displays aggregated info for each account and opportunity. This free preview will allow you to identify if overlaps exist with an account, so you can refer back to Crossbeam for additional information.

Paid Connector and Supernode customers have access to the Full Salesforce Widget. Learn more
here.

Salesforce Custom Enrichment Object: Push overlap data directly into our Salesforce Custom Enrichment Object to run detailed partnership reports, activate workflows, trigger lead routing and more.

The Salesforce Custom Enrichment Object is available in Crossbeam's Supernode plan. Learn more here.

Key Benefits

  • Kick cold outreach to the curb. Say hello to warm intros. Capture ecosystem insights in Salesforce and broker warm intros across target accounts.
     
  • Navigate deal cycles like a pro. Cut through the noise by customizing your Salesforce App to only show the hottest targets in your pipeline.
     
  • Prioritize and vet partnerships. Pick winners and place bets on the partnerships that are driving value for your business with overlap data in Salesforce.

How it Works

Our app is listed on and can be installed from the Salesforce AppExchange. We have setup instructions to help with the process. 

Partner Type

Integrations

Crossbeam Plan

Supernode
Connector

Categories

CRM

Integration Stage

Fully Released

Support Email

Released On

2022-07-16

App Version

V1.0

Type of Setup

API

Partner Type

Integrations

Crossbeam Plan

Supernode
Connector

Categories

CRM

Integration Stage

Fully Released

Support Email

Released On

2022-07-16

App Version

V1.0

Type of Setup

API

“We’ve literally gone from zero to millions in [partner-influenced revenue growth] in a year for our app and service partner programs, and Crossbeam has had a huge impact.”
Catherine Brodigan
Sr. Manager of Global Partnerships

trusted by the fastest growing Tech titans

Powering Ecosystem-Led Growth for over 18,000 companies

Crossbeam is the global standard for Ecosystem-Led Growth. See how the world’s leading companies are using Crossbeam’s comprehensive GTM platform to automate account mapping, co-sell, and win bigger deals, faster.

Turn your ecosystem into your #1 revenue source

Get started in under a minute. Instantly capture insights from your partners. Identify more opportunities. Did we mention it’s free?