Use Crossbeam and Dropbox together in your AI tools

Account intelligence

Get partner context and the account docs behind it

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Dropbox searches your folders for that account's files and pulls their content, so the paper trail sits next to the partner picture.

Example prompt

"Which partners share [Account] in Crossbeam, and what do the files in our Dropbox [Account] folder say about where the relationship stands?"

Co-sell execution

Prep a co-sell call with ranked contacts and a shareable deck

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Dropbox finds the latest co-sell deck and creates a shared link you can send along.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and create a Dropbox shared link to our latest [Partner] co-sell deck."

Pipeline generation

Build a partner-sourced target list and its deal folders

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Dropbox creates a folder for each target with a notes file inside, so the workspace exists before the first call.

Example prompt

"Find our prospects that are [Partner] customers in Crossbeam, then create a Dropbox folder under [path] for the top five with a notes file in each."

Deal acceleration

Find the right partner and hand them the latest collateral

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Dropbox surfaces the newest case study or one-pager and returns a shared link, so the loop-in note ships with proof attached.

Example prompt

"Ask Crossbeam which partners it recommends on my [Account] opportunity, then search Dropbox for our newest [industry] case study and create a shared link."

Ecosystem building

Check partner performance and collect the QBR materials

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue, so you know which reviews matter most. Dropbox creates a file request that collects each partner's QBR materials into one folder.

Example prompt

"Pull [Partner]'s partner score, win rate, and attributed revenue from Crossbeam, then create a Dropbox file request for their QBR materials in [folder]."