My Favorite Tools: Crossbeam

Got a favorite work tool you like to use? Let's hear it!
Gabe Caldwell
January 30, 2024

I’ve been going through some of my favorite sales and partnership tools in our tech stack and wanted to share another fantastic one called Crossbeam. Crossbeam is a collaborative data platform that helps companies build more valuable partnerships, and it’s one that should be in every partner team’s toolkit.

Here’s why I love it:

  1. It allows you to account map with a completely different company by simply integrating your CRM. (We’re big fans of simple integrations over here at PSV. 😉)
  2. It shows you what shared customers, opportunities, and leads you have in common. This is great for you to be able to make warm referrals, co-market, and co-sell. It also helps you make sure if a partnership even makes sense at that time. If you don’t have any shared customers, you at least know what you’re getting into.
  3. The best part is that Crossbeam allows you to do all of this securely and only shows you matching accounts, leads or opportunities. You aren’t giving your whole list to somebody else.

Curious if you find Crossbeam helpful or if you have another comparable tool that you like even more! Hit me up on LinkedIn and let’s swap tools.

Thanks for reading!

Gabe Caldwell

Gabe Caldwell is Head of Partnerships at Plain Sight Ventures. In his free time, you can find Gabe riding bikes, playing beach volleyball or experimenting with new biohacks.

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