Bob Moore’s Post

4w

I'm so glad I finally have this illustrated in video format! I use this metaphor about ten times a day because it always "just clicks" in my conversations. It goes like this: Crossbeam is like a "peephole" in your CRM that you can use to see what's in all the CRMs of all your partners about this account. Our integration network allows us to drop that "peephole" into other products as well. Our integrations with Gong, Outreach, and Clay are great examples of this. Check out the video for a great summary of how this all comes together and why it matters so much.

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Transcript

OK, imagine that you open up your CRM system and you've got this magic new little peephole that you can look through. And when you peek through it, you get to see what's in all the other CRM systems of all your partners and what they know about this account you're trying to sell to. That's what Crossbeam is, and that's what it provides to you. And our Copilot is this little widget that lives inside of your CRM that allows you to view that data in a snapshot view for any account at any time. But did you know that? We drink our own champagne here and we have our own ecosystem of partners. And over time we've been slotting across Beam into the modern selling stack, the tools that are used by the best companies that are figuring out how to go to market these days. Three of them really quickly. I want to highlight Crossbeam Copilot for Gone. If you're using Gong, you're looking at Gong calls, you're looking at a particular conversation that's happened, looking for intelligence within a specific account. Did you know that that same Cross Beam widget that tells you everything that your partner ecosystem is willing to tell you about that? Account lives right inside of Gong and can pop out right next to it. It's incredible. You can do the same thing in outreach, Crossbeam Copilot for Outreach. It can live there as well. Pop right out and tell you all of the context around the account. So when you're drafting that custom sequence, when you're figuring out how to personalize the campaigns that you're running against these accounts, all that ecosystem context without even leaving your browser tab can be right there by turning on that integration. And of course, as I've emphasized before, Clay, we have this amazing new integration with Clay. They're about to release some clay books on it to show really how to get the most out of pulling data from Crossbeam to be the starting point, the first domino in a bunch of clay work that happens to ultimately enrich a record and run a campaign around it. You add these things up and it starts to become this really compelling picture of how ecosystem is everything. Ecosystem data is everywhere, and as long as you got the bones of that data flowing through Crossbeam, you can access it anywhere in your modern selling stack in any way that you need a lot more integrations. Come excited to show them all to you here in the future.

Will Taylor 🤝

Make partnerships profitable with ops, data signals & tactical playbooks • Advisor • Tech & workflow recommendations • Stop selling on hard mode

4w

Glad Crossbeam is leaning into this strategy for integrations into the tech stack of GTM.

Co-Founder, Chief Partner Officer at Partnership Leaders

3w

That is indeed a great video to describe this functionality. Love to see this use case spreading to more tools around Crossbeam . Boom 💥

Let's Talk About Quality & Security -> Simplified Test Management

4w

Interesting

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Bob Moore

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