Use Crossbeam and ZoomInfo together in your AI tools

Account intelligence

Enrich a shared account with firmographics and partner coverage

Crossbeam shows which partners share the account, ranked by partner score, win rate, and attributed revenue. ZoomInfo enriches the same account with firmographics, technographics, and funding data, so you know the company as well as you know its partner coverage.

Example prompt

"Which partners share [Account] in Crossbeam, and can you enrich the account in ZoomInfo with its firmographics, technographics, and latest funding data?"

Pipeline generation

Build a partner-sourced prospect list, then size every account

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. ZoomInfo enriches each account with firmographics and business signals, so reps rank the list by fit before the first touch.

Example prompt

"Pull our prospects that are [Partner] customers in Crossbeam, then enrich them in ZoomInfo with employee count, revenue range, and business signals so I can prioritize."

Deal acceleration

Find the missing contacts on a deal a partner can help unlock

Crossbeam recommends partners on an open opportunity, flagging signals like recent wins and contacts you are missing. ZoomInfo finds and enriches contacts at that account with role and seniority attributes, so you can map the buying group before you bring the partner in.

Example prompt

"Ask Crossbeam which partners it recommends on my [Account] opportunity, then find contacts at [Account] in ZoomInfo with director-level seniority or above in [department]."

Co-sell execution

Confirm your co-sell contacts are still in seat

Crossbeam returns the partner-shared contacts at an account, ranked by role signals like decision maker, economic buyer, and executive sponsor. ZoomInfo enriches those contacts with employment history and current role, so you walk into the co-sell call with names that still hold.

Example prompt

"Get the partner-shared contacts for [Account] from Crossbeam, then enrich them in ZoomInfo to confirm their current title and employment history."

Ecosystem building

Research greenfield accounts a partner just won

Crossbeam surfaces recent ecosystem activity, including partner greenfield wins at accounts not in your CRM. ZoomInfo researches those companies with firmographics, funding data, and business signals, so you can decide which ones deserve a play of your own.

Example prompt

"Show me [Partner]'s recent greenfield wins in Crossbeam, then research those companies in ZoomInfo for firmographics, funding, and business signals."