Illuminate which partners can help your sales team source new opportunities and influence each stage of their deals — right within Outreach. Keep leads flowing and deals moving by sending automated Outreach Tasks to your reps each time an account overlaps with a partner in Crossbeam.
When a new overlap occurs in a Crossbeam report, a task will be created for the assigned account owner in Outreach. Each task will detail the account name, the partner's name, the partner's population the account overlaps with, and the partner manager they should connect with on next steps.
Next steps for the sales rep and the partner manager might be:
Requirements
Instructions
To get started, follow these steps:
You must have Admin access in Crossbeam and in Outreach to set up the integration.
It will take up to an hour.
The Task is created on the associated account in this format:
New Crossbeam Partner Overlap: Acme Corporation is in one or more of your populations [Prospects]. This account is now in one or more of Holver’s populations [Customers].
Your partner manager is Chris Samila.
For next steps, please connect with your partner manager or use the appropriate messaging in Outreach to engage this account.
Yes, if they have access to Outreach, they can search Tasks. If they do not have access, the Partner Manager can see which overlaps occurred in the Crossbeam Report.
No.
It will only sync new overlaps after the integration is activated.
Keep your sales reps informed and on top of their game by triggering Tasks in Salesloft when new overlaps appear in Crossbeam.
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