Customer Success

How Crossbeam fast-tracked their enterprise deals using trumpet

Discover how trumpet helped Crossbeam fast-track their enterprise deals by discovering hidden stakeholders and managing buying committees better.

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February 21, 2024
January 8, 2026
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Discover how trumpet helped Crossbeam fast-track their enterprise deals by discovering hidden stakeholders and managing buying committees better.
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Key takeaways

  • Crossbeam uses trumpet to manage complex enterprise buying committees.
  • Mutual Action Plans help secure buy-in beyond initial stakeholders.
  • A single Pod replaces scattered sales collateral and links.
  • Enterprise deals move faster when stakeholders self-serve context.
  • Hidden decision-makers are surfaced earlier.
  • Asynchronous collaboration supports modern remote buying.
  • Trumpet helps shorten proposal and procurement stag

Why did Crossbeam choose trumpet?

Crossbeam needed a way to bring structure and consistency to increasingly complex deals.

They chose trumpet to:

  • Improve efficiency and reduce time to close
  • Use Mutual Action Plans to gain buy-in beyond partnership teams
  • Standardise how sales resources and collateral are shared
  • Maintain alignment across large buying committees
  • Replace scattered links and attachments with one shared deal space

Who is using trumpet?

Account Executives in EMEA and the US are using trumpet to:

  • Convert free customers into paid customers.
  • Manage enterprise deals with longer sales cycles.
  • Utilise a single link for all sales collateral, ensuring everyone involved is on the same page.

Since using trumpet, Crossbeam has…

  • Fast-tracked Crossbeam from the first call through to security on an enterprise opportunity because it allowed every stakeholder to get up to speed much faster.
  • Prepared Pods to present on calls immediately increases adoption and interest.
  • Navigated a complex procurement process during an enterprise deal by utilising the Mutual Action Plan Widget.
  • Optimise the length of the proposal stage in a customer-first manner. They successfully collaborated with all stakeholders, ensuring everyone was aligned.

Favourite Widgets & Integrations

  • Gong integration
  • Mutual Action Plans
“We had an enterprise opportunity that was stalling for several months and believed that there were only 2 stakeholders involved. However, after re-connecting with a trumpet Pod, we uncovered 11 additional stakeholders! As a result, the deal closed 2 months later. trumpet helped us close this deal abnormally quickly.”

Rhys Brown, Account Executive EMEA

“I think if I had to summarise the BEST thing about using it, is it allows me and my buyers to sync asynchronously, which is all the more important in this remote world!”.

Megan Gubler, Mid-Market Account Executive, EMEA

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FAQs

Why is trumpet effective for enterprise sales?

It centralises all deal context, content, and next steps in one shared space, making it easier to align multiple stakeholders.

How do Mutual Action Plans help close deals?

They create shared visibility and accountability, ensuring both buyer and seller agree on what needs to happen next.

Can trumpet help uncover hidden stakeholders?

Yes. Engagement inside Pods often reveals additional stakeholders who need to be involved for deals to progress.

Is trumpet suitable for both SMB and enterprise teams?

Yes. Crossbeam uses trumpet for everything from free-to-paid conversion through to complex enterprise opportunities.

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