My main use case for Crossbeam at Financial Times is to connect with partners and potential partners in order to uncover overlapping accounts. Crossbeam allows us to map accounts between us and the partner and only reveals information when the match stroke overlap is found. Crossbeam allows us to easily see overlaps for current customers, prospect and target accounts, and open opportunities.
Crossbeam Partner Ecosystem Platform
CrossbeamExternal reviews
352 reviews
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Seamless, Automated Account Mapping That Boosts Partner Team Efficiency
What do you like best about the product?
Crossbeam has made account mapping for our teams seamless and automated, creating efficiency and accuracy for our partner teams.
What do you dislike about the product?
Crossbeam only accepts certain standard objects from Salesforce so that has created some limitations for us since we use Custom objects for certain data we would like to sync and map within Crossbeam.
What problems is the product solving and how is that benefiting you?
secure and automated account mapping
Easy Partner Account Mapping
What do you like best about the product?
It provides an easy way to map account overlaps with my partners.
What do you dislike about the product?
There is a lot of capabilities I am not using. Provide more training and enablement to increase adoption of platform features.
What problems is the product solving and how is that benefiting you?
It simplifies partner engagements by providing partner account contacts and emails. It is helpful to tailor reports to partner overlaps using field selections and filters.
Crossbeam Delivers Intuitive Partner Insights, Strong Integrations, and Superior Support
What do you like best about the product?
Crossbeam allows for optimized engagement across our partner ecosystem. The UI is intuitive and easy to navigate, I've yet to run into an issue with an integration for a tool (and we have a lot). Consistent performance, solid pricing, and superior support both when we initially rolled the tool out and continued support over the years. I've recently started dabbling in their AI features and love the proactive suggestions and overall partnership insights.
What do you dislike about the product?
No official complaints thus far - I've been using the tool regularly for 8 months now.
What problems is the product solving and how is that benefiting you?
Crossbeam allows me to focus my limited team's bandwidth effectively across the ecosystem, quickly identifying partners that have high probability to produce joint pipeline and closed revenue.
Easy to Use and Creates Real Value for Surfacing Partner Opportunities
What do you like best about the product?
It’s easy to use, and it creates real value by helping surface partner relationships that exist with our customers, open opportunities and prospects.
What do you dislike about the product?
Pricing model seems fluid and is not always easy to understand.
What problems is the product solving and how is that benefiting you?
Identifying which partners we can align with early in a sales cycle.
Next-Level Account Mapping and Stronger Partner Relationships with Crossbeam
What do you like best about the product?
Crossbeam has helped my team "next level" accounting mapping. It's allowed us to easily identify target accounts with our mutual partners and deepen and strengthen relationships across our ecosystem much easier than manual tools. It connects directly with our Salesforce to get the most relevant data in front of our partners so our relationships are mutually beneficial. I also want to highlight the specific support we get from our Account Manager, our entire team feels like he works for us, he's a champion for our company within Crossbeam and enables us to use this tool more effectively. The new training and support we get from their team is incredible.
What do you dislike about the product?
There's not much to dislike about crossbeam, but if I could have one small complaint, is that sometimes the pages take a little bit to load so you'll need to wait and refresh.
What problems is the product solving and how is that benefiting you?
Crossbeam helps reduce the manual effort of account mapping with partners. It's got an easy to use visual interface that displays overlapping accounts in a grid format instead of having to page through data. It's also providing us insights into potential customers on our target lists like how likely are they to buy, helps us navigate deals, and provides useful play by plays to help our account execs win more deals with partner support.
Helpful for Identifying Effective Partners
What do you like best about the product?
Helpful in indentifying effective partners
What do you dislike about the product?
Not enough insights into the relationship a partner has with the company I'm prospecting
What problems is the product solving and how is that benefiting you?
Helping me identify partners to co-prospect into accounts more effectively
Crossbeam Streamlines Partner Mapping for Co-Selling and Integration Opportunities
What do you like best about the product?
Crossbeam makes it easier for me to drive value to internal stakeholders as well as our entire partner ecosystem. We can map accounts to uncover mutual customers for integration opportunities, co-selling scenarios, and greenfield prospects.
What do you dislike about the product?
Over time, the UX has improved tremendously for the Admin and our Sales users. Nothing stands out as something I dislike at this time.
What problems is the product solving and how is that benefiting you?
It is difficult to lay a strong foundation of account mapping with a new partner in static spreadsheets. This old way relied on manual exports from CRMs and was immediately outdated.
Partner account overlaps have transformed how our team prioritizes and closes joint deals
What is our primary use case?
What is most valuable?
The best features Crossbeam offers are frictionless onboarding and ease of getting started with new partners. It also provides intuitive reporting of overlapping accounts, flexibility to export to CSV, ability to connect with Salesforce to keep account lists dynamic, while also allowing the option to use CSV uploads.
Out of the features I mentioned, frictionless onboarding and ease of getting started with new partners are what I find myself using the most, which impacts my workflow positively. The intuitive and user-friendly UI is another excellent feature of Crossbeam.
Crossbeam has impacted my organization positively as it has been a great tool, providing seamless connection to partners and potential partners. Salesforce integration for keeping account lists up to date, metrics for viewing overlaps with partners, ability to export reports to manipulate in other tools, and easy team management through inviting coworkers have been significant improvements since using it. Crossbeam improves efficiency, and we have been able to close more deals.
What needs improvement?
Crossbeam can be improved by establishing sharing settings for each specific partner, which could be more intuitive and easy to check. Some of the navigation can be slightly confusing as it seems there are multiple ways to view the same information within the platform. I give it a nine out of ten because establishing sharing settings for each specific partner could be more intuitive and easy to check.
For how long have I used the solution?
I have been using Crossbeam for the past five years, even in my previous organization.
What do I think about the stability of the solution?
Crossbeam is very stable.
What do I think about the scalability of the solution?
Crossbeam handles growth and increased usage well, demonstrating its scalability.
How are customer service and support?
I find that customer support is very responsive and proactive, and I have had positive experiences with their support team.
Which solution did I use previously and why did I switch?
I previously used Jira Software and also Heap.
What was our ROI?
I have seen a return on investment from Crossbeam as it allows us to quickly assess opportunities with potential partners and fits directly into prioritization for our integration and partnership strategy. It also solves the challenge of keeping account data private that we do not want to share and enables us to easily share the information that is beneficial to both parties.
What's my experience with pricing, setup cost, and licensing?
The price is very cost-effective and affordable based on my experience with pricing, setup cost, and licensing.
Which other solutions did I evaluate?
Before choosing Crossbeam, I evaluated other options such as Optimizely Full Stack.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Crossbeam Makes Co-Selling Easy with Clear Shared Account Visibility
What do you like best about the product?
I like how Crossbeam bridges the gap between partnerships and revenue by giving teams clear visibility into shared accounts, and by making it easier to operationalize co-selling motions.
What do you dislike about the product?
I love using Crossbeam. I think more education overall would make it easier for us to connect with partners and help everyone understand how easy it is to use.
What problems is the product solving and how is that benefiting you?
Crossbeam solves the lack of visibility and coordination between partner and sales teams. It helps us clearly identify shared accounts and prioritize where to collaborate, which leads to more focused co selling and higher quality pipeline.
Real-Time Customer and Prospect Insights That Streamline Co-Selling
What do you like best about the product?
Crossbeam gives our sales and ops teams real-time visibility into shared accounts with our partners, eliminating manual reporting, redundant outreach, and the back-and-forth of chasing down partner information. The Salesforce widget is a standout feature for our sellers — it surfaces relevant partner overlap directly in their workflow, enabling faster introductions, warmer co-selling conversations, and shorter sales cycles. The Slack integration rounds out the experience by delivering instant notifications on account crossover, keeping our team informed without any extra effort. Maintenance and updates are quick and painless on our end. Our Customer Success manager has also been a consistent resource, proactively surfacing features we hadn't yet explored. Overall, we are extremely satisfied with Crossbeam and are actively looking to expand our usage.
What do you dislike about the product?
One area worth improving would be the introduction of usage-based licensing as an alternative to the current seat-based model. We find ourselves allocating licenses to team members who need occasional access but do not use the platform frequently enough to justify a dedicated seat. A consumption-based or flexible access tier would better reflect how tools like Crossbeam are actually used across a broader organization.
What problems is the product solving and how is that benefiting you?
Crossbeam has helped us move deals faster by giving our team immediate visibility into which partners are best positioned to support a given opportunity. Rather than manually triaging outreach, we can quickly identify and loop in the right partners and internal team members at the right stage of the sales cycle. The result is more partner sourced pipeline, stronger co-selling motion, and less time lost to coordination overhead.
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