Use Crossbeam and Redis together in your AI tools

Account intelligence

Match partner signals to the data your app keeps live

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Redis returns the JSON documents and hashes your application stores on that account: sessions, usage counters, configuration.

Example prompt

"Which partners share [Account] in Crossbeam, and what do the JSON documents under [key pattern] in Redis show about their recent product activity?"

Pipeline generation

Find overlap prospects and rank them by your own scores

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Redis sorted sets hold the activity or fit scores your product computes, so the list comes back ordered by the accounts your own data favors.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then rank them by their scores in our Redis sorted set [key]."

Deal acceleration

Check event streams on stalled deals, then loop in a partner

Redis streams carry the activity feed your application writes, so you can ask which open opportunities have gone quiet. Crossbeam recommends partners on those accounts, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt

"Read our Redis stream [stream key] for open opportunities with no events this month, then ask Crossbeam which partners have recent wins at those accounts."

Co-sell execution

Prep a co-sell call with contacts and session history

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Redis fills in your side of the story: the session data, recent actions, and JSON records your app holds on that account.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize the account's records under [key pattern] in Redis."

Ecosystem building

Cache a partner snapshot your own tools can serve

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Redis reads and writes, so you can store that snapshot as a JSON document your internal dashboards and apps read directly.

Example prompt

"Get the partner context for [Partner] from Crossbeam and store it as a JSON document at [key] in Redis."