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:
- The partner manager introduces the rep to the partner's rep
- The partner manager contacts their counterpart at the partner's org for context or intel about the account
- The sales rep includes “better together” value propositions in their outbound messaging to prospects.