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.