Use Crossbeam and Salesloft together in your AI tools

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and Salesloft into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Salesloft brings the execution layer its announcement describes: cadences, engagement signals, deal stage history, and forecasting signals.

Account intelligence

Get partner coverage and live engagement on any account

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Salesloft adds the engagement signals and deal stage history it reports on that account, per its announcement.

Example prompt

"Which partners share [Account] in Crossbeam, and what do Salesloft's engagement signals and deal stage history show there?"

Deal acceleration

Check pipeline progression and bring a partner in

Salesloft reports live pipeline progression and deal stage history on your open deals, per its announcement. Crossbeam recommends partners on those accounts, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt

"Pull deal stage history for [Opportunity] from Salesloft, then ask Crossbeam which partners have recent wins at that account."

Co-sell execution

Draft the next cadence step for partner-shared contacts

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Salesloft's announced write-back lets your AI tools take action inside Salesloft, so the next cadence step starts from the right people.

Example prompt

"Get the partner-shared contacts for [Account] from Crossbeam, then add the decision maker to my [Cadence] in Salesloft."

Pipeline generation

Build a partner-sourced prospect list and put it in motion

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Salesloft brings cadence execution, per its announcement, so the list moves from research to outreach in the same conversation.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then start the ones with a decision maker contact on [Cadence] in Salesloft."

Ecosystem building

Confirm which partnerships show up in your forecast

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Salesloft adds the Clari forecasting and deal inspection data its announcement describes, so you can see whether partner-touched deals are actually progressing.

Example prompt

"List our top partners by attribution in Crossbeam, then check the forecasting signals on our shared open deals in Salesloft."