If you are helping with the set up of CrossPitch, you might be wondering, what is CrossPitch AI? and who are Passle? Check out our story for some additional information about what we do, who we work with and why.
In short, Passle enables professionals to share insights with clients and prospects, then CrossPitch AI employs artificial intelligence, to match your firm's content with peers for whom there is a shared interest or specialism, thus maximising potential reach.
If your firm is embarking upon a CrossPitch implementation, there are some preparation steps which can help ensure everything works as intended:-
In order for the features behind this tool to achieve it's intended goal, Passle needs to be able to collect professional's profile data from your website, then send emails to your colleagues. The following two quick actions, will help to ensure this is possible:-
We also recommend the following set up options, to aid the most efficient configuration and use of the Passle platform:-
- Passle SSO (Single Sign-On) Integrations
- MS Entra ID (Azure Active Directory) user provisioning integration
Please do get in touch with your Client Success Consultant or via support@passle.net if you should have any further queries.