Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Easily discover and engage with the companies within your partner ecosystem with just a few clicks. If they haven't joined Crossbeam yet, we'll ensure a smooth onboarding process at no expense to you or them. Bid farewell to spreadsheets and embrace partner intelligence driven by data. Initiate connections with partners and begin account mapping to receive updates about mutual customers, shared pipelines, and additional insights. Leverage your partner ecosystem as a powerful asset to generate new leads, propel opportunities, and finalize deals. Coordinate and communicate your strategies seamlessly through Slack, Salesforce, and the tools you already utilize daily. Enhance your existing sales, marketing, and customer success platforms with valuable partner insights from Crossbeam. Our integration marketplace facilitates the flow of your data to crucial destinations, including ABM tools and ETL pipelines, ensuring it reaches where it can create the most impact. With these capabilities, your partnerships can reach new heights and drive significant business growth.
Description
You can scale your business by transparently integrating your products and services with the associated partners, customers and partners in epilot. We bridge the gap between modern customer interaction, efficient process and collaboration management, and modern customer interaction. No matter how complex your products or services are, epilot can simplify them and provide more transparency for your customers and employees.
epilot is modular in structure. You can decide which solutions are best for you. At the customer interface, epilot allows you to digitally record your inquiries and sell your products or services online. All this without any programming knowledge. Transparent 360deg views support customer retention and the exploitation untapped revenue potential. An automated workflow management system allows you to collaborate with your partners more efficiently and helps you manage your processes more efficiently.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Blotout
Yes
Conversica
Yes
DataGrail
Yes
Euler
Yes
Google Chrome
Yes
Google Sheets
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Introw PRM
Yes
LeanData
Yes
Integrations
Blotout
No
Conversica
No
DataGrail
No
Euler
No
Google Chrome
No
Google Sheets
No
HubSpot CRM
No
HubSpot Customer Platform
No
Introw PRM
No
LeanData
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Business or Professional version
Basic license fee + variable fees per user and per contact managed in the platform
Basic license fee + variable fees per user and per contact managed in the platform
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Crossbeam
Founded
2018
Country
United States
Website
www.crossbeam.com
Vendor Details
Company Name
epilot
Founded
2017
Country
Germany
Website
epilot.cloud/
Product Features
Partner Relationship Management (PRM)
Asset Management
No
Business Plans
No
Channel Marketing Automation
No
Collaboration Tools
No
Compliance Management
No
Deal Management
No
Deal Registration
No
Lead Generation
No
Lead Sharing
No
Partner Onboarding
No
Partner Portal
No
Performance Metrics
No
Rewards Programs
No
Workflow Management
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
Yes
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Intelligence
CRM Integration
No
Data Cleaning
No
Data Enrichment
No
Data Import/Export
No
Data Mining
No
Data Verification
No
Email Integration
No
Lead Scoring
No
List Building
No
Performance Management
No
Pipeline Management
No
Predictive Modeling/Analytics
No
Prospecting Tools
No
Reporting/Analytics
No
Sales Forecasting
No
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
No
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
No
Visual Workflow Management
Yes
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
No
Shipping Management
No
Special Order Management
No
Partner Relationship Management (PRM)
Asset Management
No
Business Plans
No
Channel Marketing Automation
No
Collaboration Tools
Yes
Compliance Management
No
Deal Management
Yes
Deal Registration
Yes
Lead Generation
Yes
Lead Sharing
Yes
Partner Onboarding
No
Partner Portal
Yes
Performance Metrics
Yes
Rewards Programs
No
Workflow Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes