Put your partners to work
QuarqAI helps B2B software teams put their partner relationships to work. Start with the customer you want to reach. Find who might help, check what you know, and decide the next move.
Bring an account you want to reach. Let’s talk about who can help.
One account. Who might help?
Prospect · Checking how the software would connect
A sales note says Crestline may help Cedarbrook connect the software. A separate workshop announcement adds context. Its role still needs checking.
Next move: confirm Crestline’s role. No work or commercial terms are agreed.
See whyMake the relationship useful
Two companies know the same account. Now what? Find out who can help, why they matter, and who will make the next move.
01 / ACCOUNT MAPPING
Crestline may help with the software connection. Brightwater has an advisory relationship on record. Different partners. Different reasons to call.
Knowing the same account doesn’t mean either partner is doing business with it.
02 / CHECK THE FACTS
The sales note and workshop announcement give you a reason to ask about Crestline. They don’t tell you what Crestline has agreed to do.
Check its role and agree what you can share before discussing private account details.
03 / MAKE THE NEXT MOVE
The next move is clear: ask what Crestline can actually do. The account executive is the proposed owner. Record what happens after the conversation.
Share what’s needed
An introduction doesn’t need to come with your entire customer list. Decide who needs the information, why they need it, and how much to share.
Security & privacyFollow the money
Look at the business they help bring in, the deals still open, and what the work costs. Revenue booked, possible sales, and spending belong on separate lines.
Illustrative concept · Fictional data
See what the numbers meanMake the next move
Bring the account. We’ll work through the partner question with you.
