Use Crossbeam and Marketo Engage in your AI tools

Pipeline generation

Turn partner overlaps into a nurture-ready list

Crossbeam finds the prospects that are already a partner's customers, segment by segment. Marketo creates a static list from those accounts and builds the smart campaign that puts them into nurture.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then create a static list in Marketo and set up a smart campaign to nurture them."

Account intelligence

Check what a shared account has engaged with

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Marketo pulls each lead's details and activities, so you know what they have opened, filled out, and attended before you reach out.

Example prompt

"Get the partner-shared contacts for [Account] from Crossbeam, then pull their lead activities from Marketo for the last quarter."

Deal acceleration

Find quiet leads on open deals and bring a partner in

Marketo shows which leads on your open opportunities have gone quiet in their activity history. Crossbeam recommends partners on those accounts, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt

"Check Marketo lead activities for [Account] on my open deal, and if engagement has stalled, ask Crossbeam which partners have recent wins there."

Ecosystem building

Match partner greenfield wins against your database

Crossbeam surfaces partner greenfield deals: accounts your partners are winning that are not in your CRM. Marketo filters your leads by criteria to show whether those companies are already in your marketing database or are truly net new.

Example prompt

"Show me [Partner]'s recent greenfield deals from Crossbeam, then filter Marketo leads to see which of those companies are already in our database."

Co-sell execution

Launch a joint campaign grounded in partner performance

Crossbeam reports the partner's overlap counts, win rate, deal size, and attributed revenue, so you invest in the partners that move the number. Marketo creates and approves the program and schedules the smart campaign that runs the joint push.

Example prompt

"Get [Partner]'s win rate and attributed revenue from Crossbeam, then create a Marketo program for our joint campaign and schedule its smart campaign for [date]."