Case Study: Acquia cuts account mapping from a week to one minute with Crossbeam

Acquia turns week-long account mapping into a 3-hour report with Crossbeam

Acquia, a company with a partnerships team, faced a challenge when a new Regional Partner Manager, Anna Rogert, joined. She needed to quickly identify overlaps between her new book of partner accounts and Acquia's sales pipeline, but the manual process of account mapping was extremely time-consuming, taking about a week to build reports and requiring her to retype data for partners without access to the platform.

Using Crossbeam's MCP connector integrated with Claude AI, Acquia's partner manager automated the account mapping process. This solution allowed her to generate reports in three hours instead of a week and instantly turn data screenshots into shareable spreadsheets in under a minute. The efficiency gains from Crossbeam helped her team build trust with partners, accelerate deals, and consistently hit their quarterly pipeline quota.

Acquia