Crossbeam Shared Lists
Streamline Partner Collaboration
Capturing and identifying overlaps is just the start. Kick off real-time collaboration on overlapping and non-overlapping accounts right in Crossbeam.
for GTM Teams
Collaborate on Overlapping and Non-Overlapping Accounts
Select your partner, grab your hot list, and get down to real-time collaboration directly in Crossbeam’s Shared Lists.
Collaborate in Real-Time
Create a list of records per quarter, campaign, or initiative and share notes with your partner in a side-by-side view.
Surface Actionable Updates
No more sitting and waiting. Get right to action with in-app and email notifications when your partner makes edits to your Shared Lists.
Bring Invisible Work to Light
Track your partner communications directly on the Activity Timeline so there’s no question on partnerships’ influence.
Protect Customer Data
Cement trust with your customers and protect their data through an iron-clad system of communication. Trust is our business.
Shared Lists make collaborating with our partners easier and more efficient. Prior to this feature, at least a couple times a week, I was pinging my partner for updates on accounts so having that available in Crossbeam definitely makes that process easier to manage.
Ana Suro
Sr. Manager, Strategic Partnerships, Extole
Shared Lists make collaborating with our partners easier and more efficient. Prior to this feature, at least a couple times a week, I was pinging my partner for updates on accounts so having that available in Crossbeam definitely makes that process easier to manage.
Ana Suro
Sr. Manager, Strategic Partnerships, Extole
Turn your ecosystem into your #1 revenue source
Get started in under a minute. Instantly capture insights from your partners. Identify more opportunities. Did we mention it’s free?
