Use Crossbeam and MongoDB together in your AI tools

Account intelligence

Enrich any shared account with your own product data

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. MongoDB adds what your application knows: run a find or aggregation on your collections to pull that account's usage, plan, and activity documents.

Example prompt

"Which partners share [Account] in Crossbeam, and what do the documents in our [collection] collection show about their usage this quarter?"

Pipeline generation

Match partner overlaps against the signals in your collections

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. MongoDB runs an aggregation pipeline over your signup and activity collections to rank that list by the signals your own data favors.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then rank them by [metric] using an aggregation on our [collection] collection in MongoDB."

Deal acceleration

Catch accounts going quiet and bring a partner in

MongoDB aggregates your usage collections to surface open deals where activity has dropped. Crossbeam recommends partners on those accounts, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt

"Aggregate our [usage collection] in MongoDB for open opportunities with declining activity this month, then ask Crossbeam which partners have recent wins at those accounts."

Ecosystem building

Confirm partner impact against the revenue in your database

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. MongoDB holds the billing and revenue documents your product records, so you can check which partnerships actually move the number before investing more.

Example prompt

"List our top 10 partners by attribution in Crossbeam, then compare against closed revenue for those shared accounts in our [billing collection] in MongoDB."

Co-sell execution

Prep a co-sell call with contacts and account history

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. MongoDB fills in your side of the story from the account's documents: what they use, how often, and since when.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize that account's history from our [collection] collection in MongoDB."