Crossbeam

When you have a strategic deal in flight, the best source of intel is from your partners who already have your prospect as a customer. Crossbeam can help you find those connections and start gathering critical intel. Let’s say, you're actively pursuing a sale with Surfzer, and you’re experiencing some hurdles in the sales process. Here’s when you hope you can get additional intel from your partner that will accelerate the deal and increase the ACV. 1. Navigate to the Reports tab. 2. Create a new report, if you don't already have one, that identifies overlaps between your prospects and your desired partners' customers. Note that if you are not on a paid plan, you can only run this report for one partner at a time. 3. Review the report results. Is your target prospect on the list? If so, which partners are they customers of? 4. You see that your prospect is a customer of your partner (and you have a great relationship with them), so you contact your rep there to gather information like: - How does that prospect buy software? - What was the procurement process like? - and how did you approach pricing negotiations? TIP: Share back any information about your customers that are your partner’s prospects that can help them speed up their deals too. 5. Share the new intel with your team, so they can keep the deal moving, adjust their sales forecasting, and prepare for any unforeseen “gotchas” that might derail the deal. And that’s how you use partner data to increase ACV. 🥳 To learn more about how to use partner data to close bigger deals faster, join the Crossbeam Academy: https://lnkd.in/g8q9Rvu9

With over 1,000 ads a day bombarding us, audiences are tuning out the noise. So, how do you stand out? Our Director of Content and Brand, Shawnie Hamer says it loud and clear: “If you try to fake trust, people will smell it a mile away. There’s no shortcut to trust, you have to put in the work.” During the last episode of The Content Cocktail Hour podcast, she shared how authenticity is can be your competitive edge: ✅ Collaborate with trusted voices in your ecosystem. ✅ Align with brands that your audience already trusts — but do it genuinely. ✅ Avoid shortcuts. Quality, not AI-driven fluff, earns trust. Shawnie’s advice for startups and smaller brands? Align with bigger brands the right way. Don’t try to profit off their success — contribute to it. Trust is hard to earn and more important than ever. Listen to the full episode of The Content Cocktail Hour for actionable advice on building trust through authenticity: https://lnkd.in/gWfGNWeA

We’re honored to be recognized by G2‎ as Leader in the category of Partner Ecosystem Platforms on their winter 2025 reports! 🎉 This achievement wouldn’t have been possible without you — our amazing customers and partners. Your trust, feedback, and continued support drive us to innovate, improve, and serve you better every day. At Crossbeam, we’re committed to empowering you to achieve more through the power of partnerships. This badge represents our promise to keep pushing boundaries and delivering the solutions you need to succeed. A huge thank you to everyone who’s been part of our journey! Let’s keep building stronger ecosystems together. 

As we say goodbye to this year, we’re reflecting on all the moments, milestones, and memories that made it a remarkable one at Crossbeam. 🌟 To our Crossbeamers: Your dedication, creativity, and hard work have been the driving force behind our success. Whether it was gathering at the company offsite in New York, building stronger bonds, or executing on our ELG strategy, you’ve shown what teamwork truly looks like. 🌟 To our customers, partners, and investors: You are the heart of everything we do. Your trust, feedback, and collaboration continue to inspire us to innovate and push boundaries. This year has been packed with unforgettable milestones: ✅ Bob Moore’s book launch: “Ecosystem-Led Growth: A Blueprint for Sales and Marketing Success Using the Power of Partnerships”. ✅ ELG Con brought ecosystems to life in Austin and London — connecting industry leaders and driving partnership excellence. ✅ Our merger with Reveal marked a pivotal step in our mission to create the most impactful partner ecosystems. ✅ We began advocating more and more for the power of Ecosystem-Led Growth, helping businesses thrive through collaboration. As Bob, our CEO and Co-Founder, highlighted in our company toast, this year wasn’t just about weathering market changes — it was about growth. Growth for our team, our customers, and the partnerships we power. We’re excited for what the new year holds — new features, stronger ecosystems, and more ways to create value for our customers. From all of us at Crossbeam, thank you for being part of this journey. Let’s continue building, innovating, and growing together in the year ahead. Wishing everyone a joyful New Year filled with success, growth, and time spent with loved ones. Here’s to 2025! 🚀

Warm introductions are your best bet to save your deals and accelerate pipeline. 📊 Check out these stats: 𝟕𝟎% 𝗳𝗮𝘀𝘁𝗲𝗿 𝗰𝗹𝗼𝘀𝗲 𝗿𝗮𝘁𝗲𝘀 for referrals (HubSpot‎) 𝟐𝘅 𝗵𝗶𝗴𝗵𝗲𝗿 𝘄𝗶𝗻 𝗿𝗮𝘁𝗲𝘀 with partner opportunities (Punchh‎) 𝟖𝟓% 𝗼𝗳 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲 𝗾𝘂𝗼𝘁𝗮 achieved by leveraging partner intros and intel (Document Crunch‎) Warm intros aren’t just about “who you know” — they’re about leveraging ecosystem intelligence to find the right contact and make the right move. Discover how you can target decision-makers and close deals faster: https://lnkd.in/egV3NA-7

Whether you’re decking the halls or just unwrapping your favorite moments, we want to send a huge 𝘵𝘩𝘢𝘯𝘬 𝘺𝘰𝘶 to our incredible customers, partners, and Crossbeamers for making this year so special. May your holiday season be filled with laughter, joy, and all the things that make your heart grow 𝘵𝘩𝘳𝘦𝘦 𝘴𝘪𝘻𝘦𝘴.  On behalf of all our Crossbeamers, we wish you happy holidays.

The holiday season is upon us... but before you check out for the year, make sure you're ready to kick off 2025 with ELG success!  Whether you're a partner manager, seller, or team admin, it's the perfect time to level up your skills with Crossbeam Academy.  🚀 Get started today with free, on-demand lessons designed to help you master the essentials, grow your ecosystem, manage data, run reports, and collaborate seamlessly with partners.  Plus, you can earn your Crossbeam Certification while you're at it! 🎯 Quick Start lessons are also available to explore the new functionality unlocked with Crossbeam — perfect if you're ready to dive deeper. Don’t wait — jump into Crossbeam Academy before the holidays and come back stronger in the new year. You’ve got this! Start now: https://lnkd.in/ezwAgsuv

Chad Waite didn’t just set an ELG strategy in motion at Document Crunch — he made it actionable. Here’s how Chad has empowered his sales team to turn data into deals and already achieve 85% of their annual target: 🔍 Step 1: Gather ecosystem data Using Crossbeam, Chad identifies shared customers, opportunity overlaps, and insights into partner relationships. 🤝 Step 2: Align teams Chad sets up 1:1 strategy sessions with sales reps to prioritize top accounts and craft tailored messaging with partners. 📈 Step 3: Maximize every interaction From partner events to customer calls, Chad ensures every outreach is informed by intel and designed to deliver value. “Ecosystem data is like having the answers to the test,” Chad explains. “But it’s not just about having the data — it’s about teaching your team how to act on it.” Discover Chad’s proven playbook for mastering your first year of ELG and driving real results: https://lnkd.in/g8RDrAz4

Ready to take your Salesforce skills to the next level? Today at 9am MT/ 5pm CET, join us for a FREE webinar with Joy Rudnick and Thomas Edwards! ✅ Learn to identify overlapping accounts for better co-selling ✅ Visualize key GTM insights with user-friendly dashboards ✅ Automate workflows to increase efficiency and sales velocity Don’t miss out on practical strategies to harness ecosystem intelligence and supercharge your Salesforce workflows. Sign up now — it’s not too late: https://lnkd.in/gDszWEwr

Ecosystem data is the secret weapon behind Document Crunch’s ELG success. Chad Waite, Senior Channel Manager has already achieved 85% of their yearly pipeline target in just 10 months by turning ecosystem insights into actionable plays for their sales team. They did it by: 1️⃣ Mapping customer overlaps with Crossbeam to uncover new opportunities. 2️⃣ Using partner data to prioritize high-impact accounts and tailor joint value propositions. 3️⃣ Aligning teams through regular strategy sessions, ensuring seamless execution and measurable results. “Ecosystem data acts as the answers to the test,” said Chad. “But data alone doesn’t drive success — it’s how you act on it that makes the difference.” Whether you’re just starting your ELG journey or refining your strategy, remember: partnerships aren’t just channels — they’re collaborators in your growth story. Want to learn more about how Chad and his team achieved such rapid success? Read his full story here: https://lnkd.in/g8RDrAz4 Thanks for sharing your success story with us, Chad!