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Information Technology and Services Case Studies and Customer Success Stories with CROSSBEAM

An enterprise-grade identity and access management company - Information Technology And Services - Very Large

Crossbeam helped an enterprise-grade identity and access management company speed up co-selling. The company used Crossbeam to map target account... overlaps and automate CRM workflows. This cut manual work and made seller introductions happen in minutes. Teams built repeatable sales plays and routed deals through partners. As a result, pipeline growth increased and deal cycles got faster.

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Intellistack - Information Technology And Services - Medium

Crossbeam helped Intellistack boost partner-led revenue by 125%. Intellistack used a 3x3 Ecosystem-Led Growth play to focus on key accounts.... This approach increased account visibility and improved sales alignment. The team achieved over 110% of pipeline goals. Crossbeam enabled faster deal acceleration and better partner collaboration.

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Talkwalker - Information Technology And Services - Large

Talkwalker uses Crossbeam to boost ROI in partnerships. The partnership team leverages Crossbeam to prioritize potential partners and assess overlap... using the partnership overview feature. This helps them find common customers and prospects without connecting CRMs. The team also uses Crossbeam for day-to-day account mapping and to enable sales with partner insights. As a result, Talkwalker drives more partner-sourced revenue and improves partnership outcomes.

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JustCall - Information Technology And Services - Medium

Crossbeam helped JustCall boost average contract value by 66%. JustCall used Crossbeam to prioritize integrations and improve go-to-market outreach. The... platform enabled smarter scoring, segmentation, and AI-assisted follow-up. As a result, JustCall achieved 90% retention for customers with two or more integrations and cut conversion time by 58%.

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Crossbeam - Information Technology And Services - Medium

Crossbeam used its own platform to boost deal size by 350% from strategic integration partners. The Ecosystem Team focused on... high-intent partner signals and built self-updating target lists in Salesforce. They personalized outreach using Ecosystem Intelligence. 54% of opportunities now have a Gravity Node or partner attached. The team accelerated partner-sourced revenue and scaled ecosystem performance.

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Bombora - Information Technology And Services - Medium

Crossbeam helped Bombora close $100,000 in partner-sourced revenue in just two months. Bombora used Crossbeam to automate account mapping and... prioritize sales accounts. The platform enabled faster co-selling with channel partners. Bombora integrated Salesforce CRM with Crossbeam for better data sharing. The partnership team moved away from spreadsheets to streamlined workflows. This led to faster deal cycles and improved revenue outcomes.

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AssessFirst - Information Technology And Services - Medium

Crossbeam helped AssessFirst boost client integration by 20%. The platform enabled account mapping at scale and improved lead generation by... 100%. AssessFirst used Crossbeam to identify the right companies for integration. The partnership team gained cross-functional access to ecosystem intelligence. This led to more partner-influenced deals and better collaboration.

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Fundraise Up - Information Technology And Services - Medium

Crossbeam helped Fundraise Up boost revenue by 30%. The company used Crossbeam's ecosystem intelligence to identify top agency partners and... prioritize based on account overlap. Fundraise Up triggered co-selling and used data to guide co-marketing. This led to a 69% year-over-year pipeline increase. Trust and data-sharing were key challenges in the nonprofit sector.

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SmartRecruiters - Information Technology And Services - Medium

SmartRecruiters used Crossbeam to build over 15 new integrations with enterprise companies. Before Crossbeam, they struggled with manual account mapping... and security issues. Crossbeam gave them secure data sharing and better partner collaboration. Their sales teams now get partner insights and can identify joint opportunities. This improved partner engagement and integration growth.

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Oyster - Information Technology And Services - Medium

Crossbeam helped Oyster's partnerships team build a targeted partner hit list and align sales and partnership efforts. Oyster used Crossbeam... to quickly see customer and prospect overlaps, saving time for partner managers. The platform made co-marketing and co-selling easier. New partner managers onboarded faster. Oyster accelerated partner collaboration and increased value from partnerships.

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Census - Information Technology And Services - Medium

Census uses Crossbeam to access partner data and boost sales results. Before Crossbeam, Census relied on third-party data and social... media for account insights. With Crossbeam, Census now gets reliable second-party data from tech partners. This helps the team accelerate deals and improve outbound outreach. Census reports 34% higher annual contract values on partner-influenced deals compared to non-influenced deals.

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Dialpad - Information Technology And Services - Large

Crossbeam helped Dialpad scale its integration program. Dialpad used Crossbeam to source, vet, and manage new technology partners. The team... launched over 40 integrations in one year, a 120% increase from the previous year. Crossbeam’s real-time account mapping replaced manual spreadsheets. The small partnerships team improved speed and efficiency without adding headcount.

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Lucca - Information Technology And Services - Large

Crossbeam helped Lucca, an HRIS SaaS provider, assess partner potential and build a strong partner ecosystem. Lucca used Crossbeam to... track partner-influenced deals and streamline internal workflows. In just eight months, Lucca facilitated 60 integrations through Crossbeam. The platform enabled data-backed partnership reviews and better strategy alignment. Lucca now supports over 6,000 clients and 1.5 million users with improved partner collaboration.

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UserTesting - Information Technology And Services - Large

Crossbeam helped UserTesting boost partner visibility by 5–7x. The platform replaced manual account mapping and sped up partner collaboration. UserTesting... saw a 40% increase in pipeline. Crossbeam enabled better account visibility and sales alignment. The solution also helped identify new integration opportunities.

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Fundraise Up - Information Technology And Services - Medium

New York, USA

Fundraise Up used Crossbeam to overcome agency data-sharing friction and boost revenue. By leveraging ecosystem intelligence, they identified high-impact partners... and prioritized those with real account overlap. The partner team grew from 3 to 12, and pipeline increased by 69% year over year. Partnerships now generate 30% more revenue than planned. Crossbeam helped Fundraise Up scale trust and drive higher win rates in the nonprofit sector.

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Crossbeam - Information Technology And Services - Small

Philadelphia, USA

Crossbeam used its own platform to transform its business development process. The Ecosystem team built a system to score and... prioritize partner signals, focusing on high-value accounts. By integrating Crossbeam data with Salesforce, they automated target lists and personalized outreach. This new approach led to deals that are 3.5x larger when sourced from strategic integration partners. Now, 54% of opportunities have a partner or Gravity Node attached, driving faster and higher-value revenue.

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JustCall - Information Technology And Services - Medium

San Francisco, USA

JustCall used Crossbeam to improve integration adoption and customer retention. Before Crossbeam, JustCall struggled to prioritize integrations and saw low... adoption. With Crossbeam, they mapped partner data into Salesforce and HubSpot, enabling targeted outreach and faster adoption. Integration adoption rose to nearly 60% of customers. Customers with two or more integrations now retain at rates above 90%. Average contract value increased by 66%, and sales cycles dropped from up to 60 days to as low as 25 days.

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UserTesting - Information Technology And Services - Large

San Francisco, USA

UserTesting used Crossbeam to replace manual account mapping. This change led to a 40% increase in pipeline. Partner visibility grew... by 5–7 times. Sales and C-level teams now collaborate faster and more effectively. Crossbeam helped UserTesting find more integration opportunities and align sales strategies. The platform made account data instantly accessible, speeding up partner conversations.

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Talkwalker - Information Technology And Services - Medium

Talkwalker used Crossbeam to improve its partnership program. The team first used Crossbeam to find and prioritize the best partners.... They relied on the partnership overview feature to see customer and prospect overlap. This helped them decide which partnerships to pursue. After choosing partners, they mapped accounts daily to share insights with sales teams. This led to more revenue from partners and helped close a major deal. Crossbeam became a key part of Talkwalker's revenue strategy.

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SmartRecruiters - Information Technology And Services - Medium

San Francisco, USA

Crossbeam helped SmartRecruiters drive 15 new integrations with large enterprise partners. Before Crossbeam, SmartRecruiters struggled with manual account mapping and... security issues. The platform enabled secure data sharing and fast account mapping. Sales teams now use partner insights to engage accounts and scale partnerships. SmartRecruiters saw improved collaboration and revenue growth from ecosystem opportunities.

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Rydoo - Information Technology And Services - Small

Mechelen, Belgium

Crossbeam helped Rydoo triple their qualified pipeline from strategic partners. Rydoo used Crossbeam’s account mapping to identify shared customers and... focus on high-value partnerships. The platform improved retention rates by guiding integration investments based on customer overlap. Sales teams became more proactive, using Crossbeam data to target prospects and open opportunities. Rydoo expanded their partner ecosystem and streamlined partner discovery with Crossbeam’s Partnerbase Directory.

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Quantum Metric - Information Technology And Services - Medium

Colorado Springs, USA

Quantum Metric used Crossbeam to rebuild its partner program. The team replaced manual account mapping with automated tools. This helped... them find overlapping accounts and new opportunities with partners. As a result, Quantum Metric saw strong pipeline growth and earned more respect for its partnerships team. Crossbeam made it easy to show the value of each partnership with clear data.

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Oyster - Information Technology And Services - Medium

London, UK

Oyster used Crossbeam to build and scale its partnership ecosystem. The team leveraged account mapping to identify overlapping customers and... prospects, saving time and improving collaboration. Crossbeam data helped align sales and partnership teams, leading to better co-marketing and co-selling opportunities. The onboarding process for new partner managers became faster, reducing ramp-up time by a month. Oyster now uses Crossbeam daily to drive partner collaboration and accelerate time to value.

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Lucca - Information Technology And Services - Medium

Paris, France

Lucca used Crossbeam to improve how they assess partner potential and grow their partner ecosystem. Before Crossbeam, Lucca struggled to... identify shared customers and track influenced deals. With Crossbeam, they connected with partners, found common opportunities, and made integration easier. In eight months, 15 out of 60 integrations were facilitated through Crossbeam. The platform also helped Lucca's sales team work faster by integrating with Salesforce.

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Dialpad - Information Technology And Services - Large

San Francisco, USA

Dialpad used Crossbeam to launch over 40 integrations in one year, a 120% increase from the previous year. The small partnerships... team replaced manual spreadsheets with Crossbeam’s account mapping tools. This helped them quickly evaluate new tech partners and find early adopters for integrations. Crossbeam’s real-time data made partner decisions faster and more accurate. The team scaled integration adoption without adding more staff.

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Census - Information Technology And Services - Medium

San Francisco, USA

Census used Crossbeam to access partner data and boost sales results. By leveraging second-party data, Census achieved 34% higher annual... contract values on partner-influenced deals. The team replaced ad hoc outreach with targeted sales intelligence from tech partners. Crossbeam helped Census identify ecosystem-qualified leads and improve outbound prospecting. The sales team now acts faster and closes more deals with better timing and insights.

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Box - Information Technology And Services - Large

Redwood City, USA

Box used Crossbeam and Allbound to drive ecosystem-led growth. By aligning partner strategies with sales incentives, Box improved deal velocity... and partner engagement. Using Crossbeam data, Box closed 55% higher potential ARR and shortened deal cycles by 27%. Allbound helped manage referrals, deal registration, and partner enablement. The partnership approach focused on long-term relationships and measurable impact on key metrics like ARR and deal cycle time.

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Intellistack - Information Technology And Services - Medium

Intellistack used Crossbeam to focus on high-value partner accounts. They adopted a 3x3 play strategy to select and collaborate on... three key accounts with each partner. This approach helped them exceed pipeline goals by 110% and increase partner-led revenue by 125%. The team used Crossbeam’s account mapping and integration insights to drive co-selling and align sales efforts. The focused strategy made data actionable and built stronger partner relationships.

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Bombora - Information Technology And Services - Medium

New York, USA

Bombora used Crossbeam to connect its Salesforce CRM and automate account mapping with partners. In just two months, Bombora closed... $100,000 in partner-sourced revenue. The sales team prioritized strategic accounts using real-time partner data and B2B intent signals. Crossbeam reports helped Bombora's sales and customer success teams find new opportunities and collaborate with partners. The process replaced manual spreadsheets and made co-selling faster and more effective.

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Gorgias - Information Technology And Services - Small

San Francisco, USA

Gorgias used Crossbeam to boost partner-influenced revenue by 30% in eight months. The team automated referral exchanges, streamlined co-selling, and... improved deal attribution. Crossbeam's Slack integration made it easy for sales reps to act on partner data. Nearly 50% of Gorgias' revenue now comes from partnerships. The partnership team grew from 8 to 18 people in less than a year.

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Computer Software Case Studies and Customer Success Stories with CROSSBEAM

 

Gainsight - Computer Software - Medium

San Francisco, USA

Gainsight uses partner ecosystems to improve customer success. They focus on integrations, ecosystem intelligence, and ELG event strategies. Integrations help... customers work faster and keep all their tools connected. Gainsight uses partner data to spot upsell and renewal opportunities. Companies with strong partner programs see higher renewal and upsell rates. Gainsight’s approach helps boost retention and drive growth.

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Undisclosed enterprise identity and access management company - Computer Software - Large

Crossbeam helped a leading enterprise identity and access management company speed up co-selling. The company automated account mapping in Salesforce... and prioritized high-value partner accounts. Seller-to-seller introductions now happen in minutes, not weeks. Custom sales plays and ecosystem deal routing drive more pipeline and faster results. Teams use real-time data to focus on the best opportunities and prove partner-influenced revenue.

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AB Tasty - Computer Software - Medium

Crossbeam helped AB Tasty optimize its partnership process and sales engagement. The platform enabled instant account mapping and improved collaboration... between sales and partnership teams. AB Tasty saw $10M in sourced and influenced revenue potential from partners. The company embedded ecosystem intelligence into its CRM. Crossbeam increased partner-sourced opportunities and streamlined partner collaboration.

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FullStory - Computer Software - Medium

FullStory used Crossbeam to boost client retention. The partnerships team ran ecosystem-led marketing campaigns and enabled sales and customer success... on new integrations. They used Crossbeam data to find shared customers and promote integrations. This led to a 4% increase in gross dollar retention, a 6% increase in net dollar retention, and a 5x rise in partner-attached closed won deals year over year. FullStory now drives more integration adoption and joint value selling with over 100 technology partners.

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Quantum Metric - Computer Software - Medium

Quantum Metric used Crossbeam to rebuild its partnership program. The team replaced manual account mapping with automated tools. This saved... time and improved accuracy. Crossbeam helped drive pipeline growth with ecosystem intelligence. Data-driven insights earned internal support for the new program. Quantum Metric now manages 63 partners with a team of 6-10 people.

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LeanData - Computer Software - Medium

Crossbeam helped LeanData boost partner-sourced revenue by 15% year over year. LeanData used Crossbeam, its Salesforce Widget, and Slack integration... to make partner data easy for sales and customer success teams to access. This led to a jump in partner-influenced revenue from 3% to 80%. Annual contract values for partner-influenced deals rose by 24%. LeanData now closes more deals and drives integration adoption with Crossbeam.

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Pigment - Computer Software - Medium

Crossbeam helped Pigment boost win rates by 5–10% with an ELG overlay. Pigment used Crossbeam to centralize partner data and... align sales and revops. 16% of new logo revenue was partner-sourced in the first year. 80% of closed-won deployment deals had a partner involved. Pigment saw a 33% increase in partners attached to co-sell deals after using Crossbeam.

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Rydoo - Computer Software - Medium

Crossbeam helped Rydoo increase their qualified pipeline by 3x. Rydoo used Crossbeam to find and prioritize the best partners. The... platform gave Rydoo data to choose partners with real market overlap. This made their sales team more efficient. Rydoo built a stronger partner ecosystem and grew their pipeline fast.

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Vidyard - Computer Software - Medium

Crossbeam helped Vidyard grow partner-sourced revenue by 14x. Vidyard used Crossbeam’s partner ecosystem platform to improve co-selling, outbound outreach, and... integration vetting. Partner-sourced deal close rates rose from 15-20% to 50-70%. Overall partner program revenue increased by 25%. In 2020, 30% of Vidyard’s total revenue came from partner-sourced deals.

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HubSpot - Computer Software - Very Large

HubSpot used Crossbeam to analyze customer overlap with The Hustle during its acquisition process. Crossbeam gave HubSpot precise data on... how many of its customers already subscribed to The Hustle. This insight helped HubSpot define the market size and value of the deal. The result was a more confident and data-driven acquisition decision.

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Payfit - Computer Software - Medium

Crossbeam helped Payfit double its win rates by improving lead generation and pipeline prioritization. Payfit used Crossbeam to map accounts... and identify high-quality leads from partner overlaps. This led to a 60% conversion from lead to demo and a 50% conversion from demo to customer. Payfit achieved a 100% better overall conversion rate from Crossbeam leads. The solution supported scalable growth and GDPR compliance.

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Box - Computer Software - Large

Crossbeam helped Box drive Ecosystem-Led Growth by enabling fast co-sell plays and aligning partnerships with sales incentives. Using Crossbeam data... and Allbound, Box managed referrals and deal registration across 398 partners. Box achieved 55% higher potential ARR closed and 27% shorter average deal cycles. The partnership strategy also delivered $1 billion in ARR and rapid internal alignment, with responses from account teams in as little as 35 seconds.

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Pigment - Computer Software - Medium

Paris, France

Pigment used Crossbeam to boost partner-attached deal win rates by 5–10%. They sourced 16% of new logo revenue from partners... in their first year. 80% of closed-won deployment deals involved a partner. After implementing Crossbeam, Pigment saw a 33% increase in partners attached to co-sell deals. Crossbeam helped Pigment centralize partner data, align sales and revops, and onboard consultants and system integrators. The platform enabled real-time partner insights and improved collaboration across sales, marketing, and partner teams.

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Payfit - Computer Software - Medium

Paris, France

Payfit used Crossbeam to improve its lead generation and sales process. By mapping partner customer data, Payfit identified higher quality... prospects. This led to a 60% conversion rate from lead to demo and a 50% conversion rate from demo to customer. Crossbeam helped Payfit double its overall conversion rate from partner-sourced leads. The tool also enabled faster decision-making and lower cost per lead.

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LeanData - Computer Software - Medium

Santa Clara, USA

LeanData used Crossbeam to give sales and customer teams real-time partner data in Salesforce and Slack. Before Crossbeam, LeanData mapped... accounts in spreadsheets, which led to stale data and missed co-selling chances. After using Crossbeam, LeanData grew partner-influenced revenue from 3% to 80% and increased partner-sourced revenue by 15% in one year. Deals with partner involvement had 24% higher annual contract values. Sales reps now use dashboards and Slack alerts to find overlaps and work with partners faster. Customer success managers use Crossbeam data to drive integration adoption.

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FullStory - Computer Software - Medium

Atlanta, USA

FullStory used Crossbeam to boost client retention by running ecosystem-led marketing campaigns. The team identified shared customers with partners and... promoted integrations to drive adoption. This led to a 4% increase in gross dollar retention and a 6% increase in net dollar retention. FullStory also saw a 5x rise in partner-attached closed won deals year-over-year. Crossbeam data helped sales and customer success teams support integration campaigns and track adoption.

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Vidyard - Computer Software - Medium

Kitchener, Canada

Vidyard used Crossbeam’s partner ecosystem platform to automate account mapping and co-selling with partners. Before Crossbeam, Vidyard’s manual process limited... partner-sourced pipeline to $25K per quarter. After adopting Crossbeam, partner-sourced pipeline grew to $350K per quarter. Close rates for partner-sourced deals rose to 50-70%. Partner program revenue increased by 25%. Thirty percent of Vidyard’s total revenue now comes from partner-sourced deals.

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HubSpot - Computer Software - Large

Cambridge, USA

HubSpot used Crossbeam to analyze customer overlap with The Hustle during its acquisition process. The corporate development team compared CRM... data to assess the value of The Hustle’s audience. Crossbeam enabled precise segmentation of shared customers and prospects. This data helped HubSpot forecast revenue potential and set deal terms. The marketing team used these insights to plan lead generation and go-to-market strategies.

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Braze - Computer Software

Crossbeam helped Braze address data privacy concerns with its Offline Partners feature. Braze used Crossbeam to run a joint marketing... campaign. The solution made it easy to map accounts and keep sensitive data private. Braze saw better collaboration and new partnership opportunities. The platform improved how Braze worked with partners and protected their data.

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Gorgias - Computer Software

Gorgias used Crossbeam to improve its partner program. The team set up co-selling guidelines and automated partner workflows. Crossbeam helped... Gorgias increase partner-influenced revenue by 30% in eight months. Partnerships now drive almost 50% of Gorgias’ total revenue. The company grew its partnerships team from 8 to 18 people in less than a year. Gorgias made it easier for partners and sales teams to work together.

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Intercom - Computer Software

Intercom used Crossbeam to boost its partner programs. The team wanted to make it easier to get referrals and track... partner data. With Crossbeam, Intercom's sales reps found new ways to work with partners and revive deals. Intercom saw a 30% year-over-year increase in partner-sourced revenue. They also achieved 157% growth in partner-influenced revenue. Crossbeam helped Intercom scale its partnerships and drive more revenue.

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Intercom - Computer Software - Large

Dublin, Ireland

Intercom used Crossbeam to boost partner-sourced revenue by 30% and partner-influenced revenue by 157% year-over-year. The partnerships team prioritized partners... using a tiered framework and leveraged Crossbeam for account mapping and overlap data. Sales reps accessed partner insights directly in Salesforce, helping them revive stalled deals and target new accounts. Custom workflows and territory reports enabled focused co-selling and partner engagement. Intercom’s approach led to faster, more strategic growth through ecosystem-led sales.

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Marketing and Advertising Case Studies and Customer Success Stories with CROSSBEAM

 

Everflow - Marketing And Advertising - Small

San Francisco, USA

Everflow used Crossbeam and HubSpot to cut enterprise sales cycles by 44%. The team replaced manual spreadsheets with automated account... mapping and partner data integration. They doubled their co-marketing campaign volume and sourced six enterprise referrals in one month. Three deals closed in six weeks after using partner data. 47% of active clients now come through partner marketing.

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Zeta Global - Marketing And Advertising - Very Large

Crossbeam helped Zeta Global boost enterprise lead generation by 30%. Zeta Global used Crossbeam, ELG, and LinkedIn to connect with... system integrators and agency partners. The team sourced 15 new enterprise-level leads in the first year. Crossbeam enabled better sales coordination and data enrichment. Zeta Global tracked sourced and influenced revenue in Salesforce.

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Sendoso - Marketing And Advertising - Medium

Crossbeam helped Sendoso double its partner-influenced pipeline in just three months. Sendoso used Crossbeam’s partner ecosystem platform to find which... partners could help win new enterprise accounts. The partnerships team moved from guesswork to using real-time partner data for co-selling. This led to a 50% increase in partner-influenced deals between Q4 2020 and Q2 2021. More influenced deals brought more revenue for Sendoso.

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Everflow - Marketing And Advertising - Medium

Crossbeam helped Everflow cut enterprise sales cycles by 44%. Before Crossbeam, Everflow managed partner data in spreadsheets, limiting growth. With... Crossbeam’s account mapping and HubSpot integration, Everflow doubled co-marketing campaigns and sourced six enterprise referrals in one month. The platform enabled more partner activity and faster deal acceleration. Everflow now runs more campaigns each quarter using Crossbeam and HubSpot.

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Yotpo - Marketing And Advertising - Medium

Crossbeam helped Yotpo double their partner-sourced ACV. Yotpo used Crossbeam and Slack to embed ecosystem insights into sales workflows. This... led to a 2x increase in partner revenue and 60% year-over-year growth in the partner channel. The solution enabled real-time partner and sales collaboration, strategic partner syncs, and better lead generation. Yotpo scaled their partner program with a small team and over 3,000 partners.

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RollWorks - Marketing And Advertising - Medium

Crossbeam helped RollWorks boost customer retention by 30%. RollWorks used Crossbeam's partner data and Partner Cloud integrations like Salesforce, Slack,... and Chrome. Sales reps improved outreach and co-selling with partner insights. 80% of deals became partner-influenced, closing at a 66% higher rate. Onboarding teams used Crossbeam data to help customers activate integrations faster.

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NinjaCat - Marketing And Advertising - Small

Crossbeam helped NinjaCat streamline partner collaboration and data sharing. NinjaCat used to manage partnerships manually with Google Sheets. With Crossbeam,... they identified common customers and prospects for warm introductions. The platform enabled NinjaCat to prioritize integration partnerships and optimize co-marketing efforts. This led to better partner-driven sales referrals and growth for their Martech platform.

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Friendbuy - Marketing And Advertising - Small

Friendbuy used Crossbeam to build a strong partner program. Before Crossbeam, they managed partners with spreadsheets and emails. After using... Crossbeam’s account mapping and integrations with Slack and Salesforce, 35% of their pipeline became partner-influenced or sourced. Outbound opportunities increased by 45% with partner-led messaging. Friendbuy now looks for more ways to use partnerships to grow their business.

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RollWorks - Marketing And Advertising - Medium

San Francisco, USA

RollWorks used Crossbeam to run an ecosystem-led marketing campaign with Drift. By sharing second-party data, they built dynamic account lists... and targeted ads to mutual customers. This approach led to a 60% higher engagement rate compared to traditional campaigns. The partner marketing team influenced 68% of total integration adoption. RollWorks reached 88.6% of targeted accounts and achieved a cost per integration of $69.32.

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Sendoso - Marketing And Advertising - Medium

San Francisco, USA

Sendoso used Crossbeam to connect with agency and technology partners. The partnerships team aimed to expand pipeline, drive co-selling, and... boost retention. Crossbeam’s Salesforce App gave sales teams direct access to partner insights in their CRM. This removed manual bottlenecks and made it easier to involve partners in deals. Sendoso saw a big increase in win rates and average contract value when partners were involved.

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Sendoso - Marketing And Advertising - Medium

San Francisco, USA

Sendoso used Crossbeam to double its partner-influenced pipeline in just three months. The partnerships team leveraged real-time partner data to... identify key partners and drive co-selling. By integrating Crossbeam with Salesforce, reps accessed partner insights directly in their workflow. This enabled warm introductions and faster deal cycles. Sendoso saw a 50% increase in partner-influenced deals, leading to more revenue.

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RollWorks - Marketing And Advertising - Medium

San Francisco, USA

RollWorks used Crossbeam to boost customer retention by 30%. They integrated Crossbeam with Salesforce, Slack, and Chrome to share partner... data across sales, onboarding, and customer success teams. Sales reps used partner insights to improve outreach and drive 80% partner-influenced deals. Account executives used account mapping data for co-selling, leading to 66% higher win rates and 10% higher contract values. Onboarding teams used tech stack insights to speed up customer activation by 16%.

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NinjaCat - Marketing And Advertising - Small

New York, USA

NinjaCat used Crossbeam to improve their partner collaboration and data sharing. Before Crossbeam, the team managed partnerships manually with Google... Sheets. With Crossbeam, NinjaCat automated CRM syncing and account mapping. This helped them find overlapping accounts and get warm introductions from partners. The marketing team now uses real-time data to pick the best co-marketing opportunities. Partner referrals and integration partnerships have become easier to manage, helping NinjaCat grow faster.

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Friendbuy - Marketing And Advertising - Small

Los Angeles, USA

Friendbuy used Crossbeam to build a partner-driven culture in just 18 months. They automated account mapping and integrated Crossbeam with... Salesforce and Slack. This led to 35% of their pipeline being partner-influenced or sourced. Outbound opportunities increased by 45% with partner-led messaging. Friendbuy’s teams now use real-time partner data to drive co-selling and integration adoption.

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Everflow - Marketing And Advertising - Small

San Francisco, USA

Everflow used Crossbeam and HubSpot to shorten enterprise sales cycles by 44%. The team replaced manual spreadsheets with automated account... mapping and partner data integration. They doubled their co-marketing campaign volume and sourced six enterprise referrals in one month. Three deals closed in six weeks after using partner data. Everflow now tracks partner performance and sales opportunities in real time.

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AB Tasty - Marketing And Advertising - Medium

Paris, France

AB Tasty used Crossbeam to improve its partnership process and sales engagement. The team uncovered $10M in sourced and influenced... revenue potential from partners. Crossbeam helped sales reps quickly qualify leads and find partner connections. Integrating Crossbeam with Salesforce gave sales teams direct access to partner insights. This made sales more proactive and freed up time for strategic work. AB Tasty now builds stronger partner relationships and accelerates deal cycles.

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Zeta Global - Marketing And Advertising - Large

New York, USA

Zeta Global used Crossbeam and LinkedIn to launch its first partner program. The team mapped LinkedIn connections to identify overlaps... with key enterprise accounts. This new process sourced 15 enterprise-level leads in one year. Zeta saw a 30% increase in partner-sourced enterprise leads. Crossbeam helped the sales team track partner impact and streamline collaboration. The workflow now brings partner insights directly into Salesforce for better GTM decisions.

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Yotpo - Marketing And Advertising - Medium

New York, USA

Yotpo used Crossbeam’s Slack integration to double their partner-sourced ACV. Sara Pereda embedded ecosystem insights into Slack, making it easy... for sales and partners to collaborate in real time. She built custom reports and alerts to surface high-value opportunities. This led to a 60% year-over-year growth in partner channel revenue. The new workflow helped Yotpo win deals and align sales with partner strategy without adding more tools.

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Financial Services Case Studies and Customer Success Stories with CROSSBEAM

Okta Ventures - Financial Services - Large

Crossbeam helped Okta Ventures find 60 ecosystem qualified leads for its portfolio companies in just two weeks. Okta Ventures used... the Crossbeam partner ecosystem platform to support early-stage startups in its portfolio. The platform made it easy to connect portfolio companies with customers and partners. Okta Ventures worked with companies like DataGrail to find new opportunities. This improved deal flow and value for their investments.

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GoCardless - Financial Services - Large

GoCardless used Crossbeam to boost partner-influenced deals and improve partner collaboration. The platform enabled deep account mapping and transparent relationship... management. GoCardless saw 30–40% of their deals influenced by partners each quarter. Crossbeam helped their team use ecosystem data for sales enablement and data-driven marketing. The solution made partnership operations more efficient and scalable.

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GoCardless - Financial Services - Medium

London, UK

GoCardless used Crossbeam to improve partner collaboration and boost partner-influenced deals. Before Crossbeam, only 10% of deals were partner-influenced. After... using Crossbeam, this number rose to 30–40% each quarter. Crossbeam helped GoCardless with sales enablement, account mapping, and data-driven marketing. The integration with Salesforce made it easy for sales teams to access partner data. GoCardless now uses Crossbeam to plan future partnership strategies and strengthen its payment solutions business.

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Okta Ventures - Financial Services - Large

San Francisco, USA

Crossbeam helped Okta Ventures surface 60 ecosystem qualified leads for its portfolio companies in just two weeks. Before Crossbeam, Okta... Ventures used manual spreadsheets and meetings for account mapping, which took months. With Crossbeam, they connected Salesforce and customer data to automate real-time account mapping. This reduced the process from months to minutes and saved hours of manual work each week. Okta Ventures now quickly identifies co-selling opportunities and drives revenue growth for its portfolio companies.

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Computer & Network Security Case Studies and Customer Success Stories with CROSSBEAM

Aikido Security - Computer & Network Security - Medium

Crossbeam helped Aikido Security boost meetings booked by 35% through partner warm introductions. The platform enabled 70% of mapped partners... in a key segment to deliver actionable overlaps, letting the team focus on high-value partnerships. Aikido Security achieved revenue within 30 days of the first mapping cycle. The solution also improved partner qualification, channel revenue scaling, and conflict detection. Automated partner enablement and support streamlined their ecosystem operations.

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Aikido Security - Computer & Network Security - Small

Belgium

Aikido Security used Crossbeam to replace guesswork with data in their partner program. They saw a 35% increase in meetings... booked through partner introductions. 70% of mapped partners in a strategic segment produced actionable overlaps. The team closed multiple deals within 30 days of partner onboarding. Crossbeam helped Aikido scale channel revenue, detect channel conflicts, and automate partner enablement.

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Human Resources Case Studies and Customer Success Stories with CROSSBEAM

 

A workforce management platform and a leading HR system for SMEs and scaling businesses - Human Resources - Medium

Crossbeam enabled a workforce management platform and a top HR system for SMEs to boost integration adoption by 35% in six months. The integration reduced... payroll processing times by 20% and cut administrative errors by 25%. Both companies used ecosystem-led growth strategies and joint go-to-market plays to close product gaps and deliver more value to customers. Crossbeam insights helped increase win rates by 15% for deals where the integration was key. The partnership focused on customer enablement, joint marketing, and continuous improvement.

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AssessFirst - Human Resources - Small

Paris, France

AssessFirst used Crossbeam to improve its partnership and lead generation strategies. Before Crossbeam, only 5% of AssessFirst's clients were fully... integrated. After using Crossbeam, this number rose to over 20% in one year. The platform also helped double lead generation for AssessFirst. Crossbeam's real-time insights and CRM integration made workflows faster and more efficient. The sales team now uses data to make better decisions and close more deals.

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