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features
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support

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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

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 
Medallia Yes 
PartnerStack Yes 
Quaeris Yes 
RollWorks Yes 
Salesforce Yes 
Salesloft Yes 
Slack Yes 
Superglue Yes 
Tapistro Yes 
Torchlite 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 
Medallia No 
PartnerStack No 
Quaeris No 
RollWorks No 
Salesforce No 
Salesloft No 
Slack No 
Superglue No 
Tapistro No 
Torchlite 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
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 

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