Crossbeam for Salesforce
By CrossbeamPartner Management
- Rating
- 4.9
- Reviews
- 123
- Pricing
- Free
- With paid plans
- Listed since
- 2020
About Crossbeam for Salesforce
Leverage your partner ecosystem to find, close, and keep more customers.
Crossbeam is an Ecosystem Led Growth (ELG) Platform that helps you find, close, and keep more customers with your own partner ecosystem.
Crossbeam integrates directly with Salesforce allowing you to securely share and manage partner data directly on your account, contact, opportunity and lead pages in Salesforce.
With the Salesforce and Crossbeam integration, you can:
- ️ Identify overlapping customers and prospects with your partners
- ️ Identify key contacts and facilitate warm partner introductions
- ️ Automate partner data updates and eliminate manual data entry
- ️ Track partner performance, measure ROI, and optimize your partner strategy with advanced reporting
- ️ Use the Crossbeam Overlap custom object to push overlap data directly into Salesforce for custom reporting and trigger workflows
The more companies you partner with in Crossbeam, the richer your account data becomes, securely and automatically.
Highlights
- PROSPECT SMARTER AND CLOSE DEALS FASTER Ecosystem-Led deals are 53% more likely to close and close 46% faster. Crossbeam Copilot gives sales teams the tools they need to turn ecosystems into a strategic advantage with insights at their fingertips.
- REAL TIME DATA AND ACTIONABLE INSIGHTS Connecting Salesforce with Crossbeam ensures your partner data is always up-to-date and accurate. Access a comprehensive view of your partner ecosystem, and advanced reporting capabilities right within Salesforce.
- STAY SECURE AND COMPLIANT Data privacy and security is embedded in every part of our business. Ensure you’re secure and compliant with SOC 2 Type II, GDPR, CCPA, and fine-grained data sharing rules in place.
Screenshots and videos
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Pricing
Free, with paid plans.
Full access to Crossbeam Copilot for Salesforce is available on our Connector or Supernode paid plan. The Salesforce Custom Object is available on our Supernode paid plan. For complete details, visit https://www.crossbeam.com/pricing/
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 19, 2025
- Languages
- English
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