Use Crossbeam and GitBook docs together in your AI tools

Account intelligence

Get the partner picture and the product answer in one pass

Crossbeam shows which partners share the account, ranked by partner score, with recent partner deals opened or closed won there. GitBook answers the product questions that follow, straight from the partner's published docs site.

Example prompt

"Which partners share [Account] in Crossbeam, and what does [Partner]'s docs site say about how their [feature] works?"

Co-sell execution

Prep a co-sell call with contacts and setup steps

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker and economic buyer. GitBook pulls the setup steps and requirements for the joint integration from the partner's published docs.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize the [integration] setup steps from [Partner]'s docs site."

Deal acceleration

Match a technical question to a partner and its docs

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins and long-term relationships. GitBook checks each recommended partner's published docs for the technical requirement holding the deal up.

Example prompt

"Ask Crossbeam which partners it recommends on my open deal at [Account], then check each one's docs site for [requirement] support."

Ecosystem building

Research a prospective partner before you invest

Crossbeam suggests new partners from Partnerbase data and reports overlap counts, win rates, and attributed revenue for existing ones. GitBook reads a candidate's published docs so you can judge the integration surface before committing.

Example prompt

"Get Crossbeam's partner suggestions for us, then summarize what [Partner]'s published docs cover on APIs and integrations."

Pipeline generation

Build outreach that describes the joint solution correctly

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. GitBook confirms how the joint integration actually works from the partner's published docs, so outreach gets the details right.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then check [Partner]'s docs site for how the [integration] works so I can reference it in outreach."