Crossbeam Features
Data Availability (4)
Contact Data Availability
Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.
Company Data Availability
Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.
Industry Research Availability
Does this product offer industry research data that you require?
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy (3)
Contact Data Accuracy
How accurate and up to date is the contact data?
Company Data Accuracy
How accurate and up to date is the company data?
Technographic Data Accuracy
How accurate and up to date is the technographic data?
Features (9)
Lead Builder
Ability to create targeted contact lists.
Integration to CRM/Marketing Automation
Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.
Data Cleaning/Enrichment
Ability to clean/enrich existing data that is maintained in other systems
Data Segmentation/Filtering
Functionality to filter or segment data from within sales intelligence software
Search
Offers search tools that allow users to find the data they need quickly
News/People Alerts
Alerts you to changes happening to industries, companies and people you follow
Connections
Find the people you know that can introduce you to contacts at prospects
Reporting
Provides ability to create the reports that meet your business requirements
Messaging
Provides ability to message contacts directly from within the sales intelligence software
Platform (6)
Internationalization
Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting/Dashboards
Access pre-built and custom reports and dashboards.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
APIs
Enables integration to external systems
Lead Intelligence (8)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Validation
Product accurately cleans, deduplicates, and verifies lead data.
Lead Enrichment
Product enriches existing lead data with missing information.
Lead Quality
Product provides accurate, up-to-date contact information for leads, such as email address or phone number.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Browser Extension
Product offers a browser extension that validates or enriches lead information within the user’s browser.
Lead Management (3)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Marketing Campaigns (5)
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Lead Facilitation (3)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (1)
Coaching
Provides real-time coaching to sales representatives.
Sales Analysis (1)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Account Mapping (3)
Common overlaps
Finds common overlap between you and your partner's prospects
Mapping Segmentation
Defines partnership overlaps into prospects, open opportunties or current customers
Account Mapping Playbook
Provides suggestions for what to do when data between partners intersect
Partner Discovery (1)
Content-Based Discovery
Allows users to identify partners by content based on search rankings to ensure optimal collaboration.
Partner Collaboration (2)
Brand Messaging
Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.
Offer Management
Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.
Analytics (3)
Conversion Tracking
Allows users to track partner conversions
Customer value tracking
Allows users to track the partners that bring in your most loyal customers.
ROI Measurement
Allows users to measure partner-influenced revenue to show ROI
Integrations (3)
Data warehouse Integration
Allows users to integrate data from data warehouse software into the partner ecosystem platform
CRM Integration
Allows users to integrate data from a CRM into the partner ecosystem platform
Account-Based Marketing Software Integration
Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform
Centralized computation (1)
Centralized Computation
Offers a centralize, neutral location for parties to conduct data analysis.
Localized computation (1)
Localized computation
Offers localized computation, where data remains where it resides and is called by API in order to conduct analysis.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Data Availability - Marketing Account Intelligence (1)
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy - Marketing Account Intelligence (1)
Technographic Data Accuracy
Is this technographic data accurate and up to date?
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Sales Intelligence (5)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Account Intelligence (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - AI Sales Assistant (6)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives




