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Crossbeam Overview
Updated over a week ago

Feature Overview

If you’re tired of constantly swapping spreadsheets, overexposing account lists, and the overall inefficiency of account mapping, try a quick, easy, and free-to-use tool: Crossbeam

What is Crossbeam?

Crossbeam is a partner ecosystem platform that acts as a data escrow service for partnerships, only surfacing information you choose to share when your populations “overlap” with your partners.

Crossbeam helps you compare target account lists to open up co-selling opportunities with your partners.

Onboarding Is Easy:

Step 1: Connect with us on Crossbeam: Link

Step 2: Connect your data with us.

Integrate with your CRM system or upload Google Sheets (or a CSV) to get your data flowing into Crossbeam.

Step 3: Create a population.

Segment your data into meaningful groups of people or companies.

Step 4: Share your data.

Share exactly what you want with who you want, and nothing more.

What you’ll get:

Start account mapping in Crossbeam to uncover overlapping customers, opportunities, and prospects with partners. Identify a pool of new leads and relationships with your partners, and accelerate opportunities when your partner’s prospects or opportunities overlap with your relationships.

Create a strategic roadmap for partner activities as your overlap volume increases. For example, if you have a high volume of mutual overlaps in the Customer lifecycle stage, this is a signal to explore building a mutual integration to create value for both parties. Data sharing is 100% permission-based. You decide when and how a relationship is introduced. No data is ever shared with partners without your prior approval.


Setting Up Crossbeam For Lunchbox:

Step 1: Partner with Lunchbox on Crossbeam:

Click on the invite link to get started:


Step 2: Add data:

Build a foundation for account mapping by syncing a data source. You can add a native CRM integration like Salesforce, HubSpot, or Snowflake data to jumpstart collaboration.

With your CRM connected, the data will sync in near real-time, and you won’t have to worry about stale data when working accounts with partners. If you don’t use these CRMs, you can upload your lists as CSV files or Google Sheets.


Step 3: Create a common language for comparing customer lists using Populations:

Organize your data into clearly-defined segments using Standard and Custom Populations in Crossbeam. The most common Populations map to your funnel stages: Prospects, Open Opportunities, and Customers.

Step 4: Set up sharing settings:

You'll be prompted to set up default sharing rules on your populations. You always have the flexibility to change data sharing for each partner.


Step 5: View and analyze the data:

Use Crossbeam to securely surface your chosen overlaps and the exact fields you want your partners to have access to. We recommend Account Name, Account Website, and Account Executive information. Run reports to quickly access overlaps, with the ability to filter for more granularity.


For more info on how to set up Crossbeam to partner with Lunchbox, please reach out to [email protected]

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