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Crossbeam

Integrates with Terminus Engagement Hub for consistent outreach across joint-accounts with your partners for consistent email & ad experiences

Filters

Ad Experiences
Data & Measurement

Description

Use the Crossbeam to Terminus integration to quickly identify which of your accounts overlap with your partners and target those accounts with personalized marketing outreach. From here, drive pipeline velocity with engaged accounts at all points of interaction, such as on your webpage. Create demand with customized messaging and targeting that resonates with shared accounts and prospects at the exact moment they are most ready to hear from you.

Drive better engagement
- Connect Crossbeam and Terminus to help identify and target shared accounts and prospects. 

Account List Segmentation - Power targeted marketing campaigns for shared customers or help accelerate deals in the pipeline.
Campaign Personalization
- Personalize advertising campaigns, websites, along with other customer/prospect experiences.

Cohorted Analysis - Show your business the impact of partner relationships, PQLs and partner marketing on quarterly results.

See it in Action

Data permissions

Terminus has the capability to import lists of Accounts from external systems to create and update Account Lists in Terminus. For this integration to work properly, ensure that the Accounts in Crossbeam are being sourced from the same CRM system that is integrated with Terminus' Data Studio.

  1. Create/configure your Reports in Crossbeam. These Reports will serve as the trigger to push overlaps into Terminus as Account Lists. 
  2. Authenticate your Crossbeam and Terminus connection
  3. Start importing relevant CRM IDs into the Data Studio. Select whether you'd like to create or update the Account List.
  4. Leverage your Crossbeam overlaps as Account Lists within the Terminus channels of engagement

Accounts List

Accounts List

Crossbeam
Crossbeam

Company Overlaps

Company Overlaps

Lead Overlaps

Lead Overlaps

Filters

Ad Experiences
Data & Measurement