2022 Connector Summit Resources
We’ve curated our top resources, templates, and help articles that pair perfectly with each Connector Summit Session — just for you. You can find all the on-demand recordings here.
Click a session below to jump to each session’s resources
- Keynote: Your Ecosystem Maturity Journey
- Session 1: Getting Primed for Account Mapping with Partners in Crossbeam
- Session 2: How to Gain Internal Buy-in to Build New Integrations
- Session 3: Quick Tips for Crossbeam Account Management and Data Hygiene
- Session 4: Best Practices for Sourcing Ecosystem Qualified Leads (And What To Do After You Find Them)
- Session 5: How to Forecast and Manage Sourced and Influenced Pipeline in Crossbeam
- Session 6: How to Ignite Co-Selling and Collaboration with Reps in Salesforce
- Session 7: How to Activate Ecosystem Insights with Reports and Dashboards in Salesforce
- Session 8: How to Source and Convert Pipeline in HubSpot
- Closing Remarks
Keynote
Your Ecosystem Maturity Journey
You’re in an important phase of your ecosystem’s growth and have an opportunity to scale. Get the lay of the land on ecosystem maturity and see how you can use Crossbeam to become a Connector. Plus, join us as we unveil our newest capabilities that will help you along the way.
Session 1
Getting Primed for Account Mapping with Partners in Crossbeam
Get ready for a personal tour of Crossbeam. Learn how our most successful customers get their partners set up for success in Crossbeam. We’ll cover how to securely connect your data, build populations, invite partners, and jump into account mapping.
Session 2
How to Gain Internal Buy-in to Build New Integrations
Get your executives nodding “yes” to your next batch of partnerships and integrations. We’ll teach you how to build a numbers-backed business case for new partnerships using the Account Mapping Matrix.
- Crossbeam Academy Learning Path: Account Mapping Matrix
- Case Studies:
- Blogs:
- E-books:
Session 3
Quick Tips for Crossbeam Account Management and Data Hygiene
Keep your Crossbeam account organized, clean, and primed to support your ecosystem growth. Get expert tips for managing and organizing your users, sharing settings, partners, and reports in Crossbeam.
Session 4
Best Practices for Sourcing Ecosystem Qualified Leads (And What To Do After You Find Them)
Not all overlaps are created equal. Learn how our most successful customers segment and filter their data to source the ripest ecosystem qualified leads for their reps. We’ll also teach you how to notify your reps about new EQLs in Slack.
- Crossbeam Academy Learning Paths:
- Case Study: How to Increase Your Tech Partner Program’s Revenue by 30% (And Be a Joy to Work With)
- Blogs:
Session 5
How to Forecast and Manage Sourced and Influenced Pipeline in Crossbeam
Adopt new tactics for identifying your ripest opportunities to drive partner influence and learn how to effectively manage your partner-sourced and influenced pipeline with advanced reporting in Crossbeam.
- Crossbeam Academy Learning Path: Pipeline Mapping with Opportunity Reports
- Blog: Every Stat We Have That Proves The Value Of Partnerships
Session 6
How to Ignite Co-Selling and Collaboration with Reps in Salesforce
Get plays to help your reps source Ecosystem Qualified Leads, get partner intel on deals, and build higher quality pipeline by making Crossbeam data available in Salesforce.
- Crossbeam Academy Learning Path:
- Blogs
- Case Studies:
- E-book: No Opportunities Lost e-book
- Templates:
Session 7
How to Activate Ecosystem Insights with Reports and Dashboards in Salesforce
Discover how to activate ecosystem insights for your GTM teams — right within Salesforce. We’ll teach you how to build reports and use performance dashboards by sending partner data to the Crossbeam Overlaps Custom Object in Salesforce.
- Crossbeam Academy Learning Path:
- Guide: A Beginner’s Guide to Salesforce Reports, Dashboards & Automations powered by Crossbeam
- Case Studies:
- Blog: 5 Tactics You Can Use Right Now to Show the Real-Time Impact of Partnerships
Session 8
How to Source and Convert Pipeline in HubSpot
Learn how to source, convert, and close more partner-sourced and influenced pipeline by getting your partner data in HubSpot. We’ll show you how to set up automated co-marketing campaigns and how to give reps visibility into partner relationships to drive deals forward.
- Crossbeam Academy Learning Path: HubSpot integration
- Case Study: How Everflow Used Partner Data to Shave Four Months Off Of Enterprise Deal Cycles
Closing Remarks
Crossbeam Academy is your new go-to learning spot to help you build Crossbeam expertise. Visit https://academy.crossbeam.com/ to get started.
