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Crossbeam

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

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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

  • Crossbeam customers will find the Terminus integration in the Crossbeam Integration Marketplace.
  • Once the crossbeam integration has been configured and initialized, users can log into Terminus and look for the account list linked to the integration. Here you’ll see that we have a crossbeam folder with an account list of our overlapped accounts.
  • Now that an account list has been created, you can target those accounts with specific campaigns.
  • ampaign was created using the account list built through the Crossbeam integration. Once this campaign has been published, you can also utilize that same campaign to create highly personalized experiences through the Terminus Web Experiences channel.

Integration Diagrams

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
Data

Accounts List

Accounts List

Crossbeam
Crossbeam
Data

Company Overlaps

Company Overlaps

Lead Overlaps

Lead Overlaps

Resources

Integration Overview

Categories

Filters

Ad Experiences
Data & Measurement
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