The AI-Powered Ecosystem Playbook

The first volume covered the tools: AI Chat, the MCP server, and Ecosystem Intelligence, the second-party data layer that powers them.

This volume is different. Here, the practitioners take over.

Six GTM leaders explain exactly how they connected Crossbeam to their AI stack:

- Automating overlap activation at scale
- Surfacing high-intent accounts before competitors do
- Turning partner signals into pipeline without manual research

This is what their partners already know, shared directly, and it's the one input their AI agents can't get anywhere else.

Get the six playbooks, step by step, from the teams already running them.

Download your playbook now

What's inside?

01

The AI Ecosystem Signal Engine

How Glean built a Crossbeam-powered agent that mines partner signals daily and gives sales reps a complete account brief before they send the first email.

Bryan Naden
Bryan Naden
Director of Partnerships at Glean
02

The Partnership Intelligence Agent

How Arena built a multi-source AI agent that deflects 80% of repetitive partnership questions and makes Ecosystem Intelligence available to every customer-facing team.

Heatherly Bucher
Heatherly Bucher
Director of Strategic Alliances at Arena by PTC
03

Ecosystem Data as a GTM Operating System

How Dan wired Crossbeam into 20+ AI tools to power personalized outreach, partner prep, and live deal intelligence, cutting partner landing page production from 16 weeks to 16 minutes.

Dan O'Leary
Dan O'Leary
Enterprise Ecosystem & Alliances Leader
04

Prep Smarter, Follow Up Faster

How Quantum Metric uses Crossbeam data and AI to walk into every partner meeting prepared and send same-day follow-ups that get a 75 to 85% reply rate.

Alex Richards
Alex Richards
Regional VP of Partnerships at Quantum Metric
05

Ecosystem Dashboards at Scale

How Infobip built a Salesforce-native Ecosystem Intelligence layer that makes Crossbeam data accessible to every seller and PDM across five regions.

Vassilis Tsantiotis
Vassilis Tsantiotis
Technology Partnerships Director at Infobip
06

The Partner Intelligence Agent

How one partnerships veteran built a multi-source AI agent that recommends the right partner for every deal and automates the co-sell motion from start to close.

Latif Hamlani
Latif Hamlani
Founder of Partner Assistant AI
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