Introduction #
The “End Customer Account Action Plan” page helps you manage account data, including customer overlap with partner accounts. You can view overlaps in customer opportunities, prospects, and open opportunities, syncing data with Crossbeam to ensure up-to-date information.
Navigating the Interface #
Main Sections #
- Left Sidebar:
- End Customer Account Action Plan: This is where you can manage and track your customer action plans. You’ll also find options to:
- Create Account Plans
- Manage Account Plans
- Overlap Account Matrix: This section shows how your customer accounts overlap with your partner’s accounts. Here, you can see:
- Customer Overlaps
- Open Opportunity Overlaps
- Prospect Overlaps
- Sync Button: This button syncs your data with Crossbeam to make sure you’re always working with the latest information. You’ll find this button at the top right of the Overlap Account Matrix.
- End Customer Account Action Plan: This is where you can manage and track your customer action plans. You’ll also find options to:
Key Features of the Overlap Matrix #
- Overlap Account Matrix:
- Displays a table with details on how your accounts overlap with your partner’s accounts. You’ll see three columns:
- Customers: Your shared customers.
- Open Opportunities Accounts: Accounts where you and your partner are actively pursuing opportunities.
- Prospects Accounts: Potential future customers you and your partner are targeting.
- How it works:
- When synced with Crossbeam, the table updates to show the number of Overlaps (shared customers/prospects).
- Displays a table with details on how your accounts overlap with your partner’s accounts. You’ll see three columns:
Crossbeam Data Overview #
Crossbeam provides additional partner overlap data, helping to identify common accounts.
- Standard Fields: Lists the partner accounts and their corresponding websites.
- Account Type: Indicates whether the account is a Prospect or Open Opportunity.
FAQ (Frequently Asked Questions) #
Q1: How do I sync data from Crossbeam?
Simply click the “Sync” button located in the top right corner of the Overlap Matrix section to ensure the latest data is imported.
Q2: What is the purpose of the overlap matrix?
The overlap matrix helps you visualize where your accounts overlap with your partner’s accounts. This information is crucial for identifying mutual opportunities and avoiding duplicate efforts.
Q3: What do the terms “customers,” “open opportunities accounts,” and “prospects accounts” mean?
- Customers: These are existing clients you share with the partner.
- Open Opportunities Accounts: Accounts that are in the active sales or deal stage.
- Prospects Accounts: Accounts you are targeting or prospecting.
Q4: What happens if I see “0 Overlaps”?
This means there is no shared customer or opportunity with the selected partner at this time.
Q5: How is the Overlap Matrix data populated?
The matrix data is created based on the partner’s end-customer accounts synced from Crossbeam. You will need to ensure synchronization is up to date to get the latest results.
Q6: Can I modify the data in the matrix?
The data is dynamically updated based on crossbeam information. Any changes need to be made through the Crossbeam platform or by syncing the latest data.
Q7: Can I access more detailed data on overlapping accounts?
Yes, by reviewing the “Crossbeam-Provided Account Overlap Data,” you can access detailed fields such as account names, websites, and overlap statuses.
