Use Crossbeam and Vanta together in your AI tools

Deal acceleration

Answer the security questionnaire stalling a shared deal

Crossbeam shows the open opportunities you share with a partner and any recent partner deal activity on the account. Vanta pulls from your questionnaires, assessments, and knowledge base so the security answers go back the same day, not after a GRC ticket.

Example prompt

"Show me the open opportunities we share with [Partner] in Crossbeam, then use Vanta to pull the questionnaire and knowledge base answers for [Account]'s security review."

Account intelligence

Check framework status before a buyer's security review

Crossbeam ranks the partners on the account by partner score and shows recent partner deals opened or closed won there. Vanta reports your framework completion status and any failing tests, so you walk into the review knowing exactly where you stand.

Example prompt

"Which partners share [Account] per Crossbeam, and what does Vanta show for our [framework] completion status and failing tests before their security review?"

Co-sell execution

Prep a co-sell call with contacts and compliance proof points

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Vanta supplies the controls and policies that back up your security story when the buyer's team asks.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize our [framework] controls and policies from Vanta."

Ecosystem building

Vet suggested partners against your vendor risk records

Crossbeam suggests new partners for your ecosystem, backed by Partnerbase data, with invite links ready to go. Vanta checks whether you already hold vendor risk assessments on that company, so partnership and security diligence happen in one pass.

Example prompt

"Get partner suggestions from Crossbeam, then check Vanta for any vendor risk assessments we already have on [Vendor]."

Deal acceleration

Catch failing tests before they surface in a partner deal

Crossbeam recommends partners on your open opportunity, backed by signals like recent wins and long-term relationships. Vanta lists the failing tests behind your framework status and can update the remediation issues, so the fix is moving before the buyer's security team finds it.

Example prompt

"Ask Crossbeam which partners are recommended on my open deal at [Account], then have Vanta list our failing [framework] tests and update the remediation issues."