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Crossbeam Co-Sell Copilot

Win, unblock, or break into any account with the right partner.

About

Co-Sell Copilot turns your partner ecosystem into deal help. Give it a single account ("who can help me win Verizon?"), a stuck-pipeline filter ("deals stuck in stage 3"), or a pasted list, and it finds the partner with the strongest real position on each account, qualifies how strong that position actually is, and pinpoints the specific play — an intro to a stakeholder you're missing, intel on how the account buys, a backchannel reference, a voucher to create urgency without discounting, joint-deal coordination, or a marketplace co-sell.

It then finds something to offer the partner back and drafts a short, rep-to-rep ask for each account, ready to hand off to your CRM, inbox, or co-sell workspace. When a partner adds nothing, it tells you plainly rather than manufacturing an ask.

Powered by the Crossbeam connector, it surfaces only the partner data already shared with you under your sharing rules. It's read-only and draft-only: you review every draft, and the send, log, or track happens in your own tools. Works even better alongside your CRM, email connector, and other GTM skills, matching the play and wording to how your team sells.

Details
Category
Prospecting
Compatible withClaude
Status
Ready