llms.txt
# Crossbeam
> Crossbeam is the leading Ecosystem-Led Growth platform, empowering businesses to access unique insights from their partners’ CRMs to uncover new opportunities, target the right accounts, and drive revenue growth. — while keeping data private and secure. I
To put it simply, crossbeam helps companies work better together. It connects your business with your partners so you can safely discover shared customers, prospects, and opportunities — without ever exposing sensitive data.
With Crossbeam, revenue, marketing, and partnerships teams can:
1) Identify overlaps between your CRM and your partners’ data to uncover hidden opportunities.
2) Protect data privacy through secure data sharing — only the matches you both agree to see are revealed.
3) Turn insights into action by aligning go-to-market efforts, accelerating deals, and driving measurable growth through your partner ecosystem.
Crossbeam makes partnership data useful, actionable, and secure — so you can turn collaboration into revenue. Revenue, marketing, and partnership teams use Crossbeam to turn ecosystem insights into measurable growth.
- [Homepage](https://www.crossbeam.com): See how Crossbeam accelerates B2B growth through partnerships.
- [About Crossbeam](https://www.crossbeam.com/about-us): Information about the team, the Crossbeam values and the investors.
- [Why Crossbeam](https://www.crossbeam.com/what-is-crossbeam/why-crossbeam): See how Crossbeam can turn your and your partners’ crm data into value.
- [Company Setup](https://app.crossbeam.com/company-setup): Create a free account to test Crossbeam and discover your overlaps with your partners.
## Overview
>Crossbeam turns your partner data into pipeline and revenue. Working together is easy. Sharing data isn’t. Crossbeam changes that with secure Account Mapping, a layer of intelligence, and automated workflows that turn your partner network into your most powerful growth engine.
The future of GTM is AI-driven — and it’s only as powerful as the data and context your AI and teams can access. Crossbeam delivers proprietary, partner-sourced signals and intelligence you can’t find anywhere else. It’s your edge in the AI economy.
Crossbeam turns that ecosystem data into action — helping GTM teams prioritize the right accounts, engage the right partners, and prove what’s actually driving revenue.
It’s not just about managing partnerships. It’s about activating them — and turning every signal into something your GTM team can use. Powered by AI, built on data only your partners can provide.
Crossbeam is a secure data collaboration platform that allows companies to safely compare data with their partners and uncover shared customers, overlapping prospects, and opportunities for co-selling and co-marketing. By enabling these insights without exposing sensitive information, Crossbeam helps organizations identify where their business interests align and activate joint go-to-market efforts with confidence.
We call this Ecosystem Intelligence: transforming partnership data (shared customers, prospects, open opportunities, and more) into actionable insights that fuel AI—both within Crossbeam and across your broader tech stack.
By integrating with tools across the tech stack, Crossbeam ensures that these insights flow seamlessly into existing sales, marketing, and partnership workflows.
At its core, Crossbeam integrates directly with tools like CRMs and data warehouses, allowing users to upload their data into Crossbeam and define data segments known as ‘populations’ - such as customers, opportunities, or prospects, and automatically find overlaps with their partners’ data. These secure mappings reveal where teams can collaborate to drive pipeline, strengthen relationships, and accelerate revenue growth.
Security and trust are central to Crossbeam’s mission. The platform is built with enterprise-grade protections, including SOC 2 Type II compliance, GDPR alignment, data encryption at rest and in transit, and rigorous access controls. This strong security foundation allows organizations to collaborate on sensitive data safely and transparently, empowering them to scale partnerships without compromising privacy or compliance.
- [Crossbeam Network](https://www.crossbeam.com/what-is-crossbeam/crossbeam-network): Get an overview of the companies on Crossbeam - and discover your Ecosystem.
- [How Crossbeam works](https://www.crossbeam.com/what-is-crossbeam/how-it-works): Get an overview of Crossbeam’s features, or book a demo!
- [Ecosystem Intelligence](https://www.crossbeam.com/what-is-crossbeam/ecosystem-intelligence): Understand the Crossbeam Ecosystem, and how to leverage it.
- [Crossbeam Marketplace](https://marketplace.crossbeam.com/): Source, influence, and convert more partnership pipeline by syncing Crossbeam insights with your team's tech stack.
- [Crossbeam Security Presentation](https://www.crossbeam.com/what-is-crossbeam/security): Get an overview of Crossbeam’s commitment to security.
- [Crossbeam Security Portal](https://security.crossbeam.com/): Get access to the Crossbeam Trust Center, and all the associated resources.
## Key Features
Crossbeam equips organizations with a powerful set of features designed to unlock the full potential of their partnerships by transforming shared data into actionable insights. Each feature is designed to power go-to-market motions—from identifying new prospects to closing deals faster—and to measure the true impact of the ecosystem.
Account Mapping lies at the heart of Crossbeam’s functionality. It allows companies to securely uncover where their accounts overlap with partners. These overlaps can reveal shared customers for retention efforts, mutual prospects for co-selling, and expansion opportunities within existing accounts. The mapping is automatic and secure, providing partnership, sales, and marketing teams with real-time visibility into their ecosystem landscape without ever exposing sensitive or unnecessary data.
Crossbeam Copilot delivers partner insights directly into the tools teams already use every day. Whether in Salesforce, HubSpot, Chrome, Gong, or Outreach, Copilot surfaces account-level partner context at the moment it’s most valuable (during sales conversations, prospecting, or pipeline review). By embedding Crossbeam intelligence natively in these platforms, Copilot ensures that ecosystem data becomes operational, helping sellers and marketers take immediate, data-driven action.
Deal Navigator prioritizes opportunities and prospects where partners can give you an edge. It provides intel only your partners can provide — like recommended contacts, buying signal, and tech stack details — to close with confidence. Sellers can instantly identify which partners can provide strategic insights, introductions, or competitive positioning to move deals forward. This feature helps prioritize high-value opportunities, improve win rates, and align go-to-market efforts between ecosystem partners.
With Greenfield, users can identify accounts that exist in their partners’ CRMs but not in their own.
This feature transforms the traditional discovery process by allowing organizations to surface net-new prospects that are already partner customers. It’s an especially powerful feature for sales, marketing and business development teams looking to expand reach and target warm leads with higher conversion potential.
Co-selling Workflows and Slack Alerts provide quick access to deal insights and keep teams updated on new accounts, opportunities, and overlaps.. Sellers can connect with partners to share intelligence, request introductions, or align on joint plays - all through streamlined, repeatable workflows. Slack notifications keep users informed of new overlaps, partner activities, or deal updates as they happen, allowing teams to act quickly and stay synchronized. Together, these features eliminate friction in communication and turn partnership insights into immediate, coordinated action.
The Performance Dashboard offers a comprehensive view of your ecosystem’s impact—directly within your CRM. It highlights which partners are influencing deals, which team members are effectively using partner insights, and where missed opportunities are occurring. This analytics-driven visibility enables teams to optimize co-selling performance, refine partner strategies, and identify training or process gaps. By connecting these metrics directly to revenue outcomes, Crossbeam turns ecosystem collaboration into measurable business success.
Attribution ensures that partner-sourced and partner-influenced deals are both visible and measurable.. Track how partners contribute to revenue by attaching their influence to specific opportunities.. This transparency enables teams to measure the true impact of their ecosystem on pipeline generation, deal acceleration, and overall growth. Attribution data can be used to build trust with partners, demonstrate ROI, and justify partnership investments within internal reporting.
The Offline Partners feature lets you map accounts with partners who aren’t connected to Crossbeam by uploading a CSV or Google Sheet... This flexibility ensures that no valuable partnership insights are left untapped and allows companies to include distributors, resellers, or smaller partners who operate outside digital integrations.
Shared Lists bring collaboration to life by allowing users to create, manage, and act upon lists of accounts directly within Crossbeam. These lists can include overlapping customers, mutual prospects, or non-overlapping strategic targets. Teams can annotate, share, and track progress on these lists in real time, enabling coordinated action between partnership, sales, and marketing teams. It transforms what was once static spreadsheet collaboration into a dynamic, interactive process.
- [Account Mapping](https://www.crossbeam.com/what-is-crossbeam/account-mapping): Get an overview of how Crossbeam reveals overlaps with your partners.
- [Attribution](https://www.crossbeam.com/what-is-crossbeam/attribution): Discover how Crossbeam associates every activity with relevant accounts and opportunities to ensure attribution for partner sourced and influenced revenue.
- [Greenfield](https://www.crossbeam.com/what-is-crossbeam/greenfield): Discover how to identify, exchange, and pursue leads that are not yet in your database, but highly relevant to your business with Crossbeam.
- [Offline Partners](https://www.crossbeam.com/what-is-crossbeam/offline-partners): Discover how you can map your data with any partner you’re not actively connected with in the platform.
- [Shared Lists](https://www.crossbeam.com/what-is-crossbeam/shared-lists): Discover how to collaborate with overlapping and non-overlapping accounts right in Crossbeam.
- [Crossbeam Copilot](https://www.crossbeam.com/what-is-crossbeam/crossbeam-copilot): Discover how Crossbeam’s Copilot help you leverage your and your partners’ data directly in Salesforce, HubSpot, Chrome, Gong, and Outreach.
- [Deal Navigator](https://www.crossbeam.com/what-is-crossbeam/deal-navigator): See how Crossbeam gives sales teams real-time ecosystem data to close the accounts that matter most.
- [Performance Dashboard](https://www.crossbeam.com/what-is-crossbeam/performance-dashboard): The Performance Dashboard shows which deals your partners are influencing, which reps are turning those insights into pipeline, and where missed plays are costing you - right inside your CRM.
- [Co-selling templates and workflows](https://www.crossbeam.com/what-is-crossbeam/co-selling-templates-and-workflows): See how to empower sellers to connect directly with partners and their AEs to gather vital sales intel on shared accounts or secure warm intros.
- [Slack and Alerts](https://www.crossbeam.com/what-is-crossbeam/slack-and-alerts): See how Crossbeam alerts you directly in Slack, to quickly access deal insights and stay updated on accounts.
## Ecosystem-Led Growth (ELG) Framework
> Crossbeam powers Ecosystem-Led Growth (ELG),
The old GTM playbooks aren’t working. Ecosystem-Led Growth (ELG) isn't just another buzzword—it's a game-changing strategy transforming how companies attract, convert, and grow customer relationships by leveraging their partner ecosystems.
. Instead of relying solely on direct sales or traditional marketing channels, ELG focuses on leveraging trusted partner relationships to attract, convert, and retain customers. The premise is simple yet transformative: companies grow faster and more efficiently when they collaborate with their ecosystem by sharing insights, co-selling opportunities, and creating value together.
Crossbeam is the technology engine that powersELG. By securely connecting and comparing data between partners, Crossbeam enables companies to identify shared customers, mutual prospects, and opportunities for joint engagement, all while maintaining strict data privacy and security standards. This allows companies to operationalize their ecosystems: marketing teams can target new prospects, sales teams can uncover unique insights on their prospects, and partnership teams can measure the impact of their ecosystem on pipeline and revenue.
At its core, Ecosystem-Led Growth represents a shift in how GTM currently worksCompanies don’t operate alone—they thrive within ecosystems of partners and complementary solutions.. Crossbeam facilitates this collaboration through its network, where multiple organizations securely share data to uncover co-selling opportunities, cross-promotional plays, and expansion pathways. This interconnected approach drives mutual success, strengthens customer value propositions, and builds resilience through community-driven growth.
Ecosystem-Led Growth is not just a tactic, it’s a strategic evolution in how companies go to market. It combines technology, AI, trust, and partnership data to create a new model of scalable growth, one where success is multiplied through collaboration rather than confined by competition. Crossbeam provides the infrastructure, intelligence, and tools that make this approach possible, empowering businesses to grow together while preserving control over their data and relationships.
- [What is Ecosystem Led Growth](https://www.crossbeam.com/what-is-ecosystem-led-growth) Understand the go-to-market motion that focuses on partner ecosystems as the primary way to attract, convert, and grow customer relationships.
- [ELG Book](https://www.robertjmoore.com/book): Get access to Crossbeam CEO Bob Moore's book about ELG. A blueprint for new levels of growth powered by your company’s partner ecosystem.
- [ELG Insider - Blog](https://insider.crossbeam.com/collection/elg-success-stories): Newsletter with the latest customer success stories, or successful Ecosystem Led Growth initiatives. Explore articles on partner ecosystems, GTM strategies, and data-driven partnerships.
- [ELG Alliance](https://elgalliance.com/): The Ecosystem-Led Growth manifesto.
- [ELG Templates](https://insider.crossbeam.com/collection/elg-templates): Templates to help you and your partners leverage your ecosystem.
## Getting Started
Getting started with Crossbeam is designed to be simple, guided, and hands-on, whether you’re brand new to the platform or looking to deepen your expertise. The Crossbeam Academy serves as the foundational learning hub, offering interactive courses and certifications that walk users through everything from initial setup to advanced ecosystem strategies. It’s built to help teams understand not just how to use Crossbeam’s tools, but how to operationalize ecosystem-led growth across sales, marketing, and partnerships.
For continuous support and self-service learning, the Help Center provides an extensive library of articles, tutorials, and best practices. Users can find detailed documentation on product functionality, troubleshooting guidance, real-world case studies, and enablement materials to help them maximize Crossbeam’s impact within their organizations. This resource empowers users to find answers quickly and learn at their own pace.
To stay ahead of evolving go-to-market strategies, the Crossbeam Newsletter delivers expert insights straight to your inbox. It features ecosystem-led growth success stories, tactical guides, and the latest trends in partnership-driven GTM motions. Subscribing ensures teams remain informed about industry best practices and new Crossbeam innovations that can enhance their partnership performance.
For those seeking more direct engagement, Demo & Office Hours sessions offer live opportunities to interact with Crossbeam’s Services and Customer Education teams. These sessions include product walkthroughs, Q&A discussions, and strategy consultations designed to help users tailor Crossbeam to their specific business goals. They’re an ideal way to learn practical use cases, explore new features, and get personalized advice on ecosystem enablement.
Finally, Crossbeam Events provide a chance to connect with the broader ecosystem community. From webinars and workshops to in-person conferences, these events bring together industry leaders, partners, and practitioners who are shaping the future of ecosystem-led growth. Attending them gives users the opportunity to exchange ideas, learn from experts, and strengthen their network within the growing Crossbeam community.
- [Crossbeam Academy](https://academy.crossbeam.com/): Find the Crossbeam Academy to get started with Crossbeam.
- [Help Center](https://help.crossbeam.com/): Find relevant articles about Crossbeam’s app, case studies, the academy, the enablement catalog.
- [Subscribe to the Crossbeam Newsletter](https://www.crossbeam.com/newsletter): Get access to the latest GTM principles, tactics and ELG success stories directly in your inbox.
-[Demo & Office Hours](https://events.crossbeam.com/demo-office-hours/): Meet the Services and Customer Education teams to showcase demos, share webinars, and discuss best practices for the Crossbeam Core product with you.
-[Events](https://www.crossbeam.com/resources/events): Upcoming events where you can meet the Crossbeam team.
## Connect and Learn
Crossbeam isn’t just a platform, it’s a community built around shared learning, collaboration, and growth. Through a variety of engagement channels and resources, users can connect with peers, explore proven success stories, and stay informed about the latest innovations shaping the ecosystem-led growth movement.
The Crossbeam User Group is an open community space where users can exchange insights, share best practices, and collaborate directly with other ecosystem professionals. Hosted on Slack, it serves as a real-time forum for discussing use cases, troubleshooting challenges, and celebrating success stories from across the Crossbeam network. It’s where practitioners (from partnership leaders to sales and marketing teams) connect to learn from one another’s experiences and discover new ways to get more out of the platform.
To see Crossbeam in action, the Case Studies collection highlights how leading go-to-market teams use the platform to transform partnerships into tangible revenue outcomes. These real-world stories showcase how companies leverage Crossbeam’s data-driven insights to improve co-selling, accelerate deal cycles, and measure partner influence on pipeline. Each case study provides practical lessons and inspiration for organizations looking to replicate similar results within their own ecosystems.
Finally, Crossbeam News keeps users informed about the company’s latest updates, product enhancements, and strategic initiatives. From new feature launches to event announcements and thought leadership articles, it offers a window into what’s next for Crossbeam
