AI TOOL PROFILE
Crossbeam: Ecosystem Revenue Platform
- Sales
- Sales Enablement
- Mid-Market Companies
- Enterprise Companies
- Channel Partner Managers
- RevOps Teams
- Sales Operations
Pricing
Crossbeam offers a free plan for up to 3 seats. The Connector plan has a $4,800 platform fee plus $1,800 per user per year. Supernode and Enterprise plans require custom pricing. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Mid-Market Companies, Enterprise Companies, Channel Partner Managers, RevOps Teams, Sales Operations
- Key use cases
- Lead Generation, Deal Acceleration, Retention and Expansion, Ecosystem Building
- Integrations
- Salesforce, HubSpot, Microsoft Dynamics, Snowflake, Pipedrive
- Official website
- Visit Crossbeam official website
How AI is used
Crossbeam is a platform designed for go-to-market teams to share CRM data with partners. By identifying mutual customers and prospects through account mapping, businesses may identify new opportunities and understand where partners have existing relationships.
The software is designed for sales, marketing, RevOps, and customer success teams, as well as channel and tech partners. It provides visibility into partner ecosystems to help prioritize accounts and identify leads.
Capabilities include CRM integrations and AI-powered deal alerts, which are designed to provide partner insights within the workflows of sales representatives. The platform also includes a performance dashboard to help teams track the revenue impact of partnerships.
Buyers should confirm whether the record export limits of the available plans align with their data needs and if the tiered access to features fits their organizational structure.
Key Features
Account Mapping
Compares data with partners to identify mutual customers, opportunities, and prospects.
Crossbeam Copilot
Provides ecosystem intelligence and partner overlap data within CRMs and web browsers.
Deal Navigator
Provides a prioritized list of open opportunities where partner insights may help advance the deal.
Pipeline Generation
Helps find potential prospects based on where partners already have active customers.
Performance Dashboard
Tracks the revenue impact and engagement gaps across the partner ecosystem.
AI-powered Deal Alerts
Provides notifications when new overlaps occur with high-impact partners.
Use Cases
Lead Generation
Using account mapping to identify leads that partners are already doing business with.
Deal Acceleration
Using partner intel on decision-makers and buying cycles to support the closing of deals.
Retention and Expansion
Identifying overlapping customers to find upsell opportunities and increase product stickiness.
Ecosystem Building
Finding and activating new partnerships through the Crossbeam Network.
Integrations
- Salesforce
- HubSpot
- Microsoft Dynamics
- Snowflake
- Pipedrive
- Google Sheets
- Slack
- CSV
FAQ
What is the difference between the Free and Connector plans?
- The Free plan allows for basic account mapping up to 50 records and limited seats. The Connector plan provides full access to single and multi-partner mapping, 5,000 record exports, and AI-powered deal alerts.
How does Crossbeam handle data exports?
- Record exports allow users to transfer enriched data to external platforms like CRMs or data warehouses. Limits range from 5,000 records on the Connector plan to 100,000+ on Enterprise plans.
Who is the target user for Crossbeam?
- It is designed for Sales, Marketing, RevOps, and Customer Success teams, as well as tech and channel partners who collaborate on shared accounts.
Source category: Sales
Source subcategory: Sales Enablement
More tools in Sales
Other published listings in the Sales category.
More tools in the Sales Enablement software type
Related listings that share the same software type for comparison and shortlisting.
