Case Study: RollWorks boosts retention by 30% with Crossbeam

How RollWorks is using Crossbeam and its integrations with Salesforce, Slack, and Chrome to optimize its internal teams' workflows

RollWorks, a division of NextRoll that provides an account-based platform for B2B companies, sought to better leverage its extensive partner network to drive revenue and improve customer retention. To optimize its internal workflows and fully utilize partner data across its sales, success, and product teams, the company turned to the vendor Crossbeam and its partner ecosystem platform.

By implementing Crossbeam and its integrations with Salesforce, Slack, and Chrome, RollWorks embedded actionable partner data directly into its teams' daily tools. This solution enabled tailored outbound outreach, empowered sales reps to collaborate on co-selling, and automated the tracking of partner-influenced revenue. The results were significant: Crossbeam helped RollWorks achieve a 66% higher win rate and 10% higher contract value on partner-influenced deals, accelerate new customer onboarding by 16%, and increase customer renewal rates by 30%.

AdRoll ABM (formerly RollWorks)

Mike Stocker

VP of Strategic Partnerships