Use Crossbeam and Mixpanel together in your AI tools

Account intelligence

Get partner coverage and retention on one account

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Mixpanel runs insights, funnels, or retention queries so you see how that account's users actually behave in your product.

Example prompt

"Which partners share [Account] in Crossbeam, and what does a Mixpanel retention query show for [Account]'s users this quarter?"

Pipeline generation

Match your most active cohorts to partner customers

Mixpanel surfaces the cohorts and events that mark your highest-intent product usage. Crossbeam checks which of those accounts are already a partner's customers, so reps start with overlap accounts your usage data favors.

Example prompt

"Pull the accounts in our [cohort] cohort from Mixpanel, then ask Crossbeam which of them are [Partner] customers."

Deal acceleration

Catch a funnel drop-off and bring a partner in

Mixpanel funnel and retention queries show where an open opportunity's users stall in your product. Crossbeam recommends partners on that account with recent wins, long-term relationships, or the contacts you are missing.

Example prompt

"Run a Mixpanel funnel on [Account]'s users for our activation events, then ask Crossbeam which partners it recommends on that opportunity and why."

Ecosystem building

Build a dashboard around your top partners' accounts

Crossbeam ranks your partners by attributed revenue, win rate, and open deals. Mixpanel can create a dashboard tracking usage on the accounts you share with them, so the team reviews partner impact with the product data alongside it.

Example prompt

"List our top 5 partners by attribution in Crossbeam, then create a Mixpanel dashboard tracking retention for the customers we share with them."

Co-sell execution

Prep co-sell calls with contacts and usage evidence

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Mixpanel adds what those users do in your product: the events, funnels, and retention behind the account.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize [Account]'s usage from Mixpanel over the last 90 days."