Crossbeam Updates for February
Crossbeam has announced several updates designed to enhance user experience and data management.
New Features:
- Ecosystem Activities Tracking: This feature provides visibility into a partner’s contributions to account progress, such as when a seller adds a missing contact to the CRM from Crossbeam Copilot.
- HubSpot Fields (Beta): New fields are now pushed to the standard Company object in HubSpot, allowing users to apply filters to enhance reports and manage data more effectively within existing workflows.
- Multi-Currency Support: Deal amounts are represented in USD by converting all currencies using current exchange rates, ensuring accurate revenue metrics and reliable insights into ecosystem data.
- Partner Visibility (Beta): Available upon request, this feature grants data visibility only to select users based on roles or need-to-know criteria, enhancing data security and fostering collaboration.
- Pipedrive as a Data Source: Users can now connect their Pipedrive CRM to Crossbeam for automated account mapping and real-time ecosystem insights, facilitating streamlined workflows and timely notifications on target accounts. Enhancements:
- DUNS Matching (Beta): Incorporating the Data Universal Numbering System into the matching algorithm adds precision by utilizing unique business identifiers, ensuring more reliable and accurate matching when both partners have DUNS data available.
- Optional Salesforce Permissions: Crossbeam now allows integration user connections with fewer required permissions, improving control and efficiency.
- Updated Role Names: Role names have been updated to be more inclusive of all personas using the Crossbeam platform, offering more precise and more intuitive designations that better reflect user responsibilities. Our take: Nothing groundbreaking, but these Crossbeam updates offer incremental improvements, particularly in data management, ecosystem insights, and security. Adding Pipedrive is a notable enhancement, expanding integration options and signaling continued product investment.
