Sales Edge Chrome Extension

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Overview

Sales Edge is the coolest thing to happen to co-selling.

Purpose-built for sales teams, you can think of Sales Edge as the LinkedIn Sales Navigator for ecosystems. Just a click away (and integrated within Crossbeam), Sales Edge is the most efficient way to accelerate deals with partner introductions.

Key Benefits

Selling with your ecosystem is the best way to sell.

Get warm introductions. Capture and close warm, target accounts using behavioral insights, buyer signals, and assists from your partner ecosystem.

Loop in partners with recommendations. Navigate deals like a pro with intel on how to work target accounts from partners who’ve already closed what’s in your pipeline.

Drive deal acceleration by networking. Find the right people at your partner companies and put together lists for cross-team collaboration with SDRs, partner managers or your partners.

How It Works

By logging into your Crossbeam account, Sales Edge will automatically sift through all your overlaps and let your reps know where to focus with your partners. Reps can then take action and get connected with your partners straight from Sales Edge. Partnerships Managers get full control over who can message which partners & full visibility of each interaction to avoid conflicts.

Please note that in order to setup Sales Edge, you must be a paying Crossbeam Core customer; i.e. either a Connector tier or Supernode tier customer. If you are on a free plan (Explorer) and would like to use this feature, simply visit your billing page and upgrade.

Instructions:

To set up Sales Edge, login to Sales Edge using your Crossbeam Core credentials. Setup and configuration takes anywhere from 5 - 15 minutes.

Access to Sales Edge is managed in the place as all other Team Member management. Use Sales Edge roles to control access and provide the right experience for a given user in Sales Edge.

Roles include:

  • Partner Manager

    • Manage Sales Edge generally, including which partners your sales team can work with.

    • Manage rules of engagement for the sales team with partners.

    • As long as you have seats available, they can invite team members and give them Sales Edge roles.

  • Salesperson

    • Currently the least privileged role.

    • Sales Edge access which is tailored for someone who owns accounts. This ensures that get updates on where they can work with partners on accounts that they own in your CRM.

If you have any questions, contact us at support@crossbeam.com. 

Email

support@crossbeam.com

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