Partner ecosystem platform (now part of Reveal) for sharing account data with partners to identify co-sell opportunities, overlapping customers, and partner-sou
Crossbeam is a partner ecosystem platform designed to share and match account data securely between companies. It helps identify overlapping customers, co-sell opportunities, and partner-sourced pipeline by comparing shared populations such as customer lists or open opportunities. Users gain actionable insights into which accounts are mutual, enabling more targeted collaboration and deal acceleration.
The platform supports integrations via API, allowing you to list partners, populations, overlaps, and reports. Metrics like match confidence scores and partnership status provide clarity on where joint selling can be most effective. Crossbeam also tracks partner influence on deals, helping teams prioritize partner engagement based on real data.
This skill is valuable for performance marketers and growth leads managing channel partnerships who need to identify where joint customers or prospects exist. Sales enablement specialists and revops professionals looking to build partner-sourced pipeline and report on partner impact will also benefit. Agencies coordinating co-selling initiatives across multiple partners can use this to map accounts and uncover hidden opportunities in their partner ecosystem.
Start by authenticating and retrieving a list of your active partners to understand your current ecosystem. Next, define the relevant populations such as “Customers” or “Open Opportunities” that you want to share or analyze. Using these populations, query for overlaps with specific partners to identify matching accounts and their associated confidence scores. Finally, generate reports or track collaboration threads to monitor partner-sourced pipeline and coordinate outreach efforts based on shared data.
How do I find which accounts overlap with a specific partner? Use the overlaps endpoint filtered by partner and population IDs to retrieve matching accounts with confidence scores. Can I track new co-sell opportunities over time? Yes, by regularly generating and reviewing reports that summarize partner-sourced pipeline and account overlaps. Is there a way to search for an account by domain? The accounts search endpoint allows you to look up specific companies by their domain to check if they appear in any shared populations.
Attach the Crossbeam skill to agent tasks that involve partner data analysis or co-selling workflows. Expect to pull partner lists, populations, and overlaps data via API calls to inform strategic decisions on joint selling and pipeline growth. This skill enables agents to operate with real-time partner ecosystem insights, streamlining collaboration and prioritization within your sales and marketing processes. We recommend starting with partner and population queries to establish your data baseline before moving into overlap and reporting tasks.
For broader context, see our roundup of marketing skills claude, and read Claude Code workflows for marketing agencies for related setup guidance.