Salesloft
Keep reps informed in Salesloft when new overlaps occur in Crossbeam.
Description
Proactively alert your sales reps about co-selling opportunities with partners using the Salesloft and Crossbeam integration. Automatically assign Tasks to you and and your sales reps in Salesloft when new overlaps appear in Crossbeam reports.
Key Benefits
This allows you to:
- Work more closely with your sales reps: Stay on top of co-selling opportunities by making sure you and your reps action every new overlap in Crossbeam.
- Grow partner-influenced and sourced pipeline: Boost collaboration with partners to help your sales reps source new deals or advance open opportunities further down the funnel.
- Be organized and efficient: Prioritize your to-dos, complete Tasks, and drive awareness of partner overlaps within Salesloft.
This allows your sales reps (including SDRS, BDRs, or AEs) to:
- Engage prospects at the right time with up-to-date partner data from Crossbeam
- Increase conversion rates on sales opportunities with help from partners
- Source a steady stream of ecosystem qualified leads through partners
- Connect with partner's reps faster and build stronger co-selling relationships
How it Works
When an overlap occurs in a Crossbeam report, a Task is triggered in Salesloft for the Partner Manager and Account Owner (SDR, BDR, or AE) to connect on the account and strategize next steps.
Gallery & Videos
Setup Instructions
If you're on a paid Crossbeam plan and you're a Salesloft customer, then you can install the integration by clicking the "Install" button on the top right of this listing or by heading to the Integrations page in Crossbeam. Once you activate the integration, configure your settings by selecting the correct Crossbeam Report(s) and Partner Manager(s) in Salesloft.
(Note: Both your partner manager and sales rep will need seats in Salesloft for the integration to function correctly.)
If you’re not on a paid plan and are interested in learning more about the integration, contact sales@crossbeam.com. We are offering pilot programs for eligible customers to get free access to Partner Cloud integrations.
If you’re not on a paid plan and are interested in learning more about the integration, contact sales@crossbeam.com. We are offering pilot programs for eligible customers to get free access to Partner Cloud integrations.
Categories
Sales Engagement
Partner Type
Integrations
Integration Stage
Fully Released
Crossbeam Plan
Connector
Support Email
Released On
2022-07-16
App Version
V1.0
Type of Setup
API
Categories
Sales Engagement
Partner Type
Integrations
Integration Stage
Fully Released
Crossbeam Plan
Connector
Support Email
Released On
2022-07-16
App Version
V1.0
Type of Setup
API
