Use Crossbeam and ServiceNow together in your AI tools

Account intelligence

Get the service health behind any shared account

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. ServiceNow looks up the incident and case records on that customer and returns a summarization, so you know how the relationship is really going.

Example prompt

"Which partners share [Account] in Crossbeam, and can ServiceNow summarize the open incidents and cases on that account?"

Deal acceleration

Bring a partner in when open cases weigh on a deal

ServiceNow surfaces the open incident and case records sitting on an account you are trying to close. Crossbeam recommends partners on that open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt

"Look up open cases for [Account] in ServiceNow, then ask Crossbeam which partners it recommends on that opportunity."

Co-sell execution

Prep a co-sell call with contacts and case history

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. ServiceNow adds a case summarization for the same customer, so the call opens on what they are actually dealing with.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and a summary of recent ServiceNow cases."

Pipeline generation

Build an expansion list from customers a partner also serves

Crossbeam finds the customers you share with any partner, segment by segment. ServiceNow looks up recent case records on each one, so reps open expansion conversations grounded in what the customer is working through.

Example prompt

"Pull our shared customers with [Partner] from Crossbeam, then check ServiceNow for the ones with open cases in [product area]."

Ecosystem building

Map how people and services connect, then rank the partners

ServiceNow's Knowledge Graph shows how the people, assets, and services at an account connect. Crossbeam ranks the partners on that account by partner score, win rate, deal size, and attributed revenue, so you invest in the relationships that actually perform.

Example prompt

"Use ServiceNow's Knowledge Graph to map the people and services tied to [Account], then rank the partners on that account in Crossbeam by attributed revenue."