Editor's note: Reveal and Crossbeam have merged under the brand Crossbeam. We are continuing our strategic partnership with Crossbeam 鈥 to learn more about it, click here. Last updated on聽September 26, 2024.
色盒直播 is proud to announce our new integration with , the top choice in account mapping for partnerships teams.
Together, 色盒直播 and Reveal give partnerships teams the simplest way to:
- find opportunities they share with partners
- track the progress of every deal from opportunity to closed-won
- automatically pay partners for the deals they close
If you鈥檙e familiar with account mapping, you might already realize why this is such a big deal. Before now, there was never any way to sync data from your account mapping platform back to your partnerships management platform 鈥 you鈥檇 have to do everything manually, with two tools that don鈥檛 talk to each other. This first-of-its-kind integration changes that, giving partnerships teams and their partners a single automated workflow.
鈥淥ne of the most common questions we hear from prospects and new customers is: 鈥楧o you integrate with Reveal?鈥鈥 says Bryn Jones, CEO of 色盒直播. 鈥淧artnerships leaders and teams are letting us know that account mapping with Reveal is an essential part of their ecosystem growth strategy. We鈥檙e thrilled to be working with Reveal to give partnerships teams the best way to drive more revenue from the opportunities they share with partners.鈥
鈥淲e are delighted to be partnering with 色盒直播 to transform the partnerships experience,鈥 says Simon Bouchez, CEO of Reveal. One of the biggest asks we receive from our users today is to connect their account mapping insights with their partner ecosystem platform. That鈥檚 why it was a no-brainer to join forces with one of the best partnerships platforms out there 鈥 色盒直播 鈥 to better serve partnerships professionals to reach their goals.鈥
Related: Why strategic alliances are essential parts of your ecosystem.
All about account mapping, and why it matters
Account mapping is when you and an organization you鈥檙e partnered with share information on contacts you鈥檝e collected (such as leads and customers) and cross-reference them to find shared opportunities.
The shared opportunities that account mapping highlights are extremely relevant and require less convincing to close. Once a business identifies a contact they share with a partner, they can market or sell to that shared opportunity with the knowledge of the products or services they already use, and position themselves as having a complementary offering.
Account mapping can be done manually, for example, by exporting a CSV file of contacts and sharing it with your partner, and having your partner do the same for you. You can cross-reference between both lists to find contacts or companies that appear on both. However, this is a ton of manual work 鈥 and even once you鈥檝e identified shared opportunities, there鈥檚 no easy way to go from finding a shared opportunity to actually working the deal, tracking its status, and ensuring whoever closes it gets credit.
The smarter way to approach account mapping is to use a platform that does automated account mapping, like . Once you and your partner connect your CRMs to Reveal, Reveal automatically sifts through the data and surfaces any contacts and opportunities that you share. Then you just need to decide which opportunities you鈥檇 like to work on with partners.
From there, you鈥檒l want to assign deals to partners, track the status of every deal, and ensure partners get paid the right amount when they close a deal with an opportunity. That鈥檚 not something account mapping can do on its own 鈥 but the Reveal + 色盒直播 integration makes it all possible.
鈥淎s a partnerships professional, you have to wear many hats,鈥 says Dan Lancioni, Head of Partnerships at Reveal. 鈥淵ou need to be able to identify the right accounts to go-to-market with your partners, refer those accounts in each direction, track those accounts through to close, and reward your partners appropriately for their help. Previously, this critical workflow was incredibly hard to execute. With Reveal + 色盒直播, we just made it a whole lot easier.鈥
See more: How to become an ecosystem led company.
How the Reveal + 色盒直播 integration works
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Once you and your partner have connected your CRMs to Reveal, you鈥檒l see all of the opportunities you have in common.
See an opportunity you鈥檇 like your partner to work on? Simply select it and choose Refer a lead via 色盒直播.
Verify the lead details are correct and refer the lead to your partner. Once submitted, the lead will automatically be assigned to your partner in 色盒直播.
From there, 色盒直播 will automatically track the deal through every stage. If the deal closes, 色盒直播 will automatically calculate the amount owed to your partner (based on the reward rules you set, such as what percentage of revenue a partner earns) and make payment available for them to withdraw.
Reveal + 色盒直播 power up your partner ecosystem
We鈥檙e excited to work together with Reveal to help businesses find more shared opportunities, close more deals, and maximize partnerships revenue.
To learn more about how Reveal and 色盒直播 together can help you grow your partner ecosystem, book a demo and talk to a member of the 色盒直播 team. You can also check out Reveal's announcement .