4 Easy Account Mapping Wins
Crossbeam’s VP of Content Sean Blanda and VP of Partnerships Chris Samila walk through four ways to land partnership revenue using real-time account mapping in Crossbeam.
You’ll learn best practices for account mapping (based on thousands of successful Crossbeam users) and the step-by-step instructions for running reports and setting up workflows.
The discussion covers a variety of use cases, including building integrations, strategizing your co-marketing plays, accelerating deals, and filling up your pipeline.
- 2:06: Answers to the most common account mapping questions
- 3:11: Account mapping best practices
- 3:25: Best practice #1: Connecting a data source to Crossbeam
- 3:53: Best practice #2: Setting up standard populations in Crossbeam
- 5:06: Best practice #3: Sharing fields in Crossbeam
- 6:56: Common partner objections and how to solve them
- 11:00: Easy Win #1: Retention and Vetting
- 21:00: Easy Win #2: Pipeline Review
- 27:06: Easy Win #3: Deal Acceleration
- 32:40: Easy Win #4: Net New Opportunities