Salesforce App

Overview

Get Crossbeam data where you work: directly in Salesforce. Your sales reps don't need to log in to Crossbeam to access partner data — instead, they can get the info they need directly in Salesforce when they need it most.

  • Salesforce App: Boost partner ecosystem collaboration and communication by making partner data available on Leads, Contacts, Accounts, and Opportunities. This will help you and your reps:
    • Get warm intros from partners
    • Gain valuable intel about target accounts
    • Navigate complex sales cycles and close deals faster
    • Understand where each account sits in your partners’ deal flow

The Salesforce App is available in Crossbeam's Connector and Supernode pricing plans. Learn more here.

  • Salesforce Custom Enrichment Object: Push overlap data directly into our Salesforce Custom Enrichment Object to run detailed partnership reports, activate workflows, trigger lead routing and more.

    The Salesforce Custom Enrichment Object is available in Crossbeam's Supernode plan. Learn more here.

Key Benefits

  • Kick cold outreach to the curb. Say hello to warm intros. Capture ecosystem insights in Salesforce and broker warm intros across target accounts.
  • Navigate deal cycles like a pro. Cut through the noise by customizing your Salesforce App to only show the hottest targets in your pipeline.
  • Prioritize and vet partnerships. Pick winners and place bets on the partnerships that are driving value for your business with overlap data in Salesforce.

Integration Flow

How It Works

Our app is listed on and can be installed from the Salesforce AppExchange. We have setup instructions to help with the process. 

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Account Planning Software Powered by Salesforce and Crossbeam Data

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