Account Mapping Template by Crossbeam

Simplify sharing account ownership information with this brief, efficient, one-page account mapping template from Crossbeam. Grow your partner ecosystem and unearth specific sales strategies to accelerate deals in motion.

What is an account mapping template used for?

An account mapping template is used to discover new sales opportunities, accelerate existing opportunities, warm up cold conversations, drive partner success, and have total control of your data. Because growing your customer database and nurturing existing customer relationships are key to your sales team’s success, it’s vital to have a strategic plan for each partner to grow partner-sourced revenue.

An account mapping template serves as a vehicle to display your account strategies and execution plans for future account potential. You can utilize the template to re-open existing customer relationships and get their help in securing deals by sharing the opportunities you have to co-sell, cross-sell, and highlighting product integrations.

Crossbeam Partner Ecosystem Platform

Crossbeam is a partner ecosystem platform that helps companies build more valuable partnerships. We act as an escrow service for data, allowing companies to find overlapping customers and prospects with their partners, while keeping the rest of their data private and secure.