Case Study: Okta Ventures uncovers 60 ecosystem-qualified leads in two weeks with Crossbeam

Okta Ventures uncovers 60 ecosystem leads in 2 weeks with Crossbeam

Okta Ventures, the venture capital arm of Okta, faced the challenge of efficiently providing value to its portfolio companies. Their manual process for identifying shared sales opportunities with startups like DataGrail was slow, relying on spreadsheets and bi-monthly syncs that took up to two months. To scale this effort, they turned to Crossbeam's partner ecosystem platform for secure, real-time account mapping.

By using Crossbeam, Okta Ventures and its portfolio companies connected their CRM data to instantly see overlapping accounts and open opportunities. This solution transformed a months-long process into one that takes minutes. Within just two weeks of implementation, Crossbeam enabled Okta Ventures to surface 60 ecosystem qualified leads for its portfolio companies, saving significant time and actively helping to advance key deals down the sales funnel.

Okta Ventures