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Find overlapping customers with your partners

Find overlapping customers with your partners

How to use Crossbeam and Clay to find overlapping customers with partners

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Before we begin

This workflow helps go-to-market teams act on valuable partner overlap signals by notifying internal account owners when one of their existing customers becomes a customer of a partner. 

Why is it so important to know when you and a partner share a customer?

You can frame your solution as complementary to your partner’s to strengthen your position and product usage. For example, Clay can be used with hundreds of integration partners, and we want our users to know that. With this workflow, we can notify customers the moment they start using a partner tool so sales and success teams can reach out with tailored messaging, recommended use cases, or even co-marketing offers.

How it works:

  • Import overlapping customers from crossbeam
  • Match to internal customers 
  • Identify internal account owner using CRM Lookup action
  • Use AI to compose contextual notification message
  • Use Slack to send the messages to account owners

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Information
Follow the step by steps here in Clay
Download the free template
1

First, copy this template in Clay. 

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook.

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Step 2:

Import accounts from Crossbeam 

Next, import overlapping customers from partner accounts via Crossbeam (natively integrated with Clay). Since you’re looking for customers that you share in common with your partners, select “Customers” as the population pool.

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Step 3:

Lookup shared customers in your CRM

Next, we’re going to lookup overlapping customer accounts in our CRM (Salesforce) so we can import the account owner’s name into the table. We’ll use their name for the ChatGPT prompt that 

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Step 4:

Customize sales rep  message AI prompt

Next, customize the ChatGPT prompt used to write a Slack message to the account owner regarding the overlapping customer. 

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Step 5:

Customize sales rep  message AI prompt

Last, connect to your Slack account (and Slack channel) so you can automate messages to account owners every time a customer signs with a partner.

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