For sales teams
Know who can open the door before you call.
See which partners already work with your target accounts, then ask for the introduction instead of starting cold.
| Account | Partner relationship | Signal |
|---|---|---|
| Meridian Loop | ||
| Northgate Analytics | ||
| Briarcliff Systems |
Sample data. Every name is fictional.
Cold outreach misses the warmest way in.
Somewhere in your partner ecosystem, someone already has the relationship. Without a shared view, your reps never find out who.

Partner relationships on your accounts
Every account in your book shows whether a partner already has it as a customer or an open deal.
AccountsAccount Partner relationship Signal Meridian Loop Northgate Analytics Briarcliff Systems Greenfield, flagged automatically
An account your partner already works and you haven't touched yet is flagged the moment it's true.
Campaign candidatesExport to CRMAccount Partner overlap Fit Fernhollow Basincraft Briarcliff Systems Ask for the intro in one step
Send a request that names the account and the ask. It routes to the person who owns the relationship.
Co-sell requestNew requestMeridian Loop- Ask
- Introduce us to the buying team
- Partner
- Larkfield Dynamics
- Routed to
- The Larkfield Dynamics account owner
Sample data. Every name is fictional.
Ask before you dial.
The co-sell agent answers from the overlap you're allowed to see, in plain language.
Who can introduce us to Meridian Loop?
- Checked which partners share Meridian Loop with you
- Found one partner with a relationship
- Looked up the owner role on their side
has as a customer, so their account owner is your warmest way in. Send a co-sell request that names Meridian Loop and asks for an introduction to the buying team.
Sample question and answer, on sample data.
Co-Signal for other teams

- Partner-influenced pipelineReedmark

Sample data. Every name is fictional.
Find out what you share.
Book a short call with the Co-Signal team. We'll show you the product on sample data and talk through your CRM and your partners.
About 30 minutesReply within one business day
