Crossbeam Partner Ecosystem Platform

What do you like best about the product?

The platform is easy to use and has nice UI. It's out of the box functionality is solid and the ability to customize is solid.

What do you dislike about the product?

Could use more features like the ability to add custom objects into the platform.

What problems is the product solving and how is that benefiting you?

Find the right accounts to prioritize our GTM efforts with our partners around.

Validate if a partner is a good fit.

What do you like best about the product?

Crossbeam allows us to upload and map account data (including via CSV for offline partners), making it easy to identify overlaps between Contentstack’s customers/prospects and those of our partners. The platform supports both online and offline partners.
The customer support has been helpful in troubleshooting issues and answering questions for implementations.

What do you dislike about the product?

Some partners may change their sharing settings or population definitions over time, which can affect the availability of overlap data in reports, which requires regular review and updates. The documentation for upgrading to the new Salesforce integration was lacking, lack of clarity on specific changes that were required to ensure a smooth transition.

What problems is the product solving and how is that benefiting you?

rossbeam is a powerful tool for partner ecosystem management, enabling Contentstack to identify high-value overlaps, drive co-selling motions, and measure partner impact. At Contentstack, Crossbeam is used to map account overlaps with partners, segment populations (such as Customers, Prospects, and Opportunities), and drive partner-led revenue strategies

What do you like best about the product?

Ability to see insight into where partners are engaged and how their pipeline is developing. Having early/first hand on if a partner is talking to your client is so key to ensure you can stay strategic and in the drivers seat with your clients.

What do you dislike about the product?

I find sometimes that its not always easy to navigate or labeled well. After using it, you learn but the labeling and naming could be clearer.

What problems is the product solving and how is that benefiting you?

Not having intel or knowing all our clients initiatives, focus, etc.

What do you like best about the product?

I really appreciate Crossbeam because it connects smoothly with our CRM and quickly shows us important overlaps with our partners. It’s like having a radar that reveals hidden revenue opportunities. The interface is super easy to use, and the matching logic is spot on; we've discovered warm introductions that we might have missed otherwise. Plus, Crossbeam makes our work more efficient by giving us partner-sourced leads and clearing up the usual confusion around account ownership. It’s definitely been a game-changer for us.

What do you dislike about the product?

Onboarding non-technical partners has been our biggest challenge. Crossbeam is awesome for teams that already have tidy CRM data and some operations know-how, but it can be a bit much for those without a RevOps person on board. Plus, the jargon can be a bit confusing—having a glossary or some helpful tooltips would really make things easier for users who are new to this stuff.

What problems is the product solving and how is that benefiting you?

Crossbeam gives us a clear view of which accounts overlap with our partners, helping us make smarter moves for growth. Instead of just guessing where the opportunities are, we can now base our decisions on real data showing how our accounts connect. This has really boosted our pipeline speed. Plus, the “Data Clean Room” feature is a big win—it lets us work together securely without putting sensitive CRM info at risk.

What do you like best about the product?

There's so much I like about Crossbeam and it's ease of use, but its foundational account mapping feature by way of a really simple CRM connection is invaluable. It not only makes it really easy to identify which partner(s) to collaborate with during a sales cycle, but also simplifies partner evaluation, identifying beta customer for a new integration, or spotting co-marketing opps and more.

I also absolutely love the innovation around Crossbeam for Sales. The Chrome extension is one of my favorite features and makes ecosystem discovery super easy and delivers insights to sales teams where they are working in a very clear, actionable way.

What do you dislike about the product?

Very few dislikes! One or two minor things like being able to rename default populations or a bit more flexibility with CRM customizations. I also think it cold be helpful to share partner contacts at a connected partner (to help as people make moves and teams grow).

What problems is the product solving and how is that benefiting you?

Crossbeam creates visibility into and impact of a partnerships strategy across the entire lifecycle of customer. More specifically, Crossbeam:

- Eliminates a lot of manual work and guesswork of identifying the right partners to engage in a deal cycle, but instead allows the team to uncover partner opportunities with much more efficiency, reliability, and proactivity.
- Provides actual data to develop a business case to build a partnership.
- Removes bottlenecks with regard to ensuring sales teams have ecosystem information.
- Offers clear insights to highlight the value of a partner strategy and specific ecosystem partners.
- Makes my job a lot easier!