Crossbeam Copilot for Salesforce (Salesforce Widget)
Put the power of your ecosystem in the hands of sellers directly within Salesforce.
Description
Put the power of your ecosystem in the hands of sellers.
Access proprietary Ecosystem Intelligence and insights in the tools you work from every day to close bigger deals, faster. Crossbeam Copilot for Salesforce gives you the ecosystem insights you need to make more informed decisions about how and when to go after target accounts.
The best part? It’s available as your sidekick right within Salesforce so you can reap the benefits of your partner ecosystem in the exact moments you need it.
Boost partner ecosystem collaboration and communication by making partner data available on Leads, Contacts, Accounts, and Opportunities. This will help you:
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
Who is Crossbeam Copilot for Chrome for?
Crossbeam Copilot for Salesforce is used by SDRs breaking into prospects, AEs trying to close deals, and CSMs focused on upsells and renewals.
Requirements:
To use Crossbeam Copilot for Salesforce, customers must have a Crossbeam account and a Crossbeam for Sales seat or a Full Access seat in Connector or Supernode paid plans.
Free Explorer customers have access to the preview Crossbeam Copilot for Salesforce, which displays aggregated information 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.
Key Benefits
Get actionable intel and signals at a glance:
- Account highlights: Focus on what’s most important for your accounts with key highlights and actionable insight front and center.
- Partner overlaps: Ecosystem Intelligence signals — like win rates and average deal size — help you quickly identify the best partners to give you a warm intro or keep stalled deals moving.
Fast-track deals with key contacts and plays:
- Enriched contacts: Avoid bad leads with partner-vetted contacts in Copilot. Access enriched contacts with signals like “Decision-maker” and “Economic Buyer” to identify the best ones to reach out to. Then easily add them directly to your CRM.
- 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
You can find and install the Crossbeam app on the Salesforce AppExchange.
Gallery & Videos
Setup Instructions
To get Crossbeam Copilot for Salesforce setup, follow our step-by-step instructions located in our Help Center.
