Use Crossbeam and Smartsheet together in your AI tools

Account intelligence

Get partner context next to the account plan

Crossbeam shows which partners share the account, ranked by partner score, win rate, or attributed revenue. Smartsheet finds that account in your account plan sheets and returns the rows, cell history, and discussions your team has already logged.

Example prompt

"Which partners share [Account] in Crossbeam, and what does our [account plan sheet] in Smartsheet show for that account, including recent comments?"

Pipeline generation

Build a target tracker from partner overlaps

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Smartsheet adds them as rows in your partner program tracker, up to 500 rows in a single call, so the list lands where your team already works.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam and add them as rows to the [tracker sheet] in Smartsheet with account name and segment columns."

Deal acceleration

Find stalled tracker rows and the partner to engage

Smartsheet filters your partner program tracker for rows that have not moved, using column filters and cell history. Crossbeam recommends partners on those open deals, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt

"Filter the [tracker sheet] in Smartsheet for rows still in [stage] this quarter, then ask Crossbeam which partners have recent wins at those accounts."

Co-sell execution

Update account plans with partner-shared contacts

Crossbeam returns the partner-shared contacts at an account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Smartsheet updates the account plan rows and adds a comment so the account owner sees the handoff in the sheet.

Example prompt

"Get the partner-shared contacts for [Account] from Crossbeam, update the contact columns in our [account plan sheet], and add a comment summarizing who to engage."

Ecosystem building

Report on partner performance where leadership looks

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Smartsheet turns that review into a report aggregating up to 100 sheets or a dashboard generated from a plain-language prompt, ready to share with leadership.

Example prompt

"List our top 10 partners by attribution in Crossbeam, then create a Smartsheet dashboard summarizing those partners from our [partner program workspace]."