Crossbeam
15 Case Studies
A Crossbeam Case Study
LeanData, a Revenue Orchestration Platform, needed a better way to surface partner overlap data for its sales and customer success teams. Before using Crossbeam, the partnerships team was managing account mapping in spreadsheets, which quickly became stale and created inaccuracies and co-selling blind spots. The result was that reps struggled to easily see and act on partner data across Salesforce and Slack.
With Crossbeam, LeanData connected partner insights to Salesforce, Slack, and custom dashboards so AEs, SDRs, and CSMs could self-serve overlap data and take action in real time. Crossbeam helped LeanData grow partner-influenced revenue from 3% to 80% in a year, increase partner-sourced revenue by 15% year over year, and boost partner-influenced deal values by 24%.
Derek Safko
Director of Partnerships