Unified partner data has transformed account mapping and drives predictable revenue growth
What is our primary use case?
My main use case is driving cross-partner revenue through Crossbeam. We use it for account mapping and Crossbeam Copilot to identify our ICP and key contacts within our ideal customer profiles. We use Partner Impact to determine how to accelerate our current opportunities and replicate our success across our partner ecosystem. Crossbeam has supercharged our partner account development and revenue coming from our partner ecosystem.
A recent project involved mapping via Crossbeam Account Mapping to migrate from spreadsheets where we were previously integrating pipeline matches to opportunities in our ecosystem via our Salesforce CRM. We wanted to transition from Excel spreadsheets to Crossbeam and have it identify growth and partner-overlapped opportunities for our sales team to pursue, rather than using manual and error-prone methods in spreadsheets. Crossbeam revolutionized and transformed how we conduct account mapping by creating a unified workflow within the database itself that Crossbeam provides.
What is most valuable?
The best features are Crossbeam AI and Crossbeam Account Mapping capability. Crossbeam also has a great overall capability set around its integrations, offering many out-of-the-box integrations. Crossbeam embeds ecosystem data to expand our ICP and addressable market, leading to cross-pollination between sales and marketing.
Crossbeam Account Mapping is the tool and capability used most by our go-to-market teams, saving significant manual processes and back-and-forth communication between email, collaboration tools, and Excel spreadsheets by integrating all workflows into a single unified Crossbeam database. Crossbeam AI has enabled us to surface and bring context to our ecosystem intelligence by surveying our CRM and all the integrations we have with Crossbeam, allowing us to query and ask questions of our database in an agentic AI fashion.
What needs improvement?
Crossbeam can continue to increase their out-of-the-box integrations across CRMs and ERP systems, as well as AI-forward platforms coming into various functions. Rather than focusing efforts solely across go-to-market channels, they should also integrate feedback across long-range planning, product, and engineering.
For how long have I used the solution?
I have been using Crossbeam in my current role for two years, and I also used Crossbeam at a previous company, Miro, for two and a half years.
What do I think about the stability of the solution?
Crossbeam is very stable. We have not had any issues with it over the last two years.
What do I think about the scalability of the solution?
Crossbeam is very scalable. We started using Crossbeam across our partner set of 15 partners over the first three to four months, and then we rolled out Crossbeam across our more than 150 partners worldwide.
How are customer service and support?
Customer support has been great. Our customer success manager is fantastic, and we meet with her at least once a month while maintaining constant communication via Slack.
We have gotten all of our questions and pertinent items answered, and the onboarding has also been fantastic.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We were using ZoomInfo for our sales and partner ecosystem development and data. We switched over from ZoomInfo to Crossbeam because Crossbeam was the most comprehensive solution in terms of the functionality it offered.
What was our ROI?
We have seen significant return on investment with Crossbeam. We have increased upwards of 21% in terms of total enterprise value across our partners with Crossbeam. We have seen time savings of upwards of 16 to 20% per week in terms of manual inputs within Excel and our collaboration tools that can now be completed in Crossbeam itself.
Since we adopted Crossbeam two years ago, we have increased our partner influence revenue by about 135% in growth. We have seen upwards of 26% increase in year-over-year partner source revenue growth, and overall, we have seen 21% higher annual contract values.
What's my experience with pricing, setup cost, and licensing?
Pricing and packaging for Crossbeam is easy to understand and get up and running. They have four different tiers: Free, Connector, Supernode, and Enterprise. We are at the Enterprise tier, which is their most expansive tier. We have custom pricing that includes a platform fee, full access seats, full sales seats, and access to starting with over 100,000 unique record exports. We have a significant discount that brings us to a per user per month price.
Which other solutions did I evaluate?
In addition to ZoomInfo, I evaluated PartnerStack, Impartner, PRM, and PartnerTap.
What other advice do I have?
Crossbeam is essential to our overall go-to-market workflows because it has the ability to transform lead generation, accelerate our deals, and build our ecosystem across our channel partners and tech partners. It also has tremendous value for our sales and marketing teams overall, including RevOps and customer success.
Crossbeam has helped my organization deliver predictable revenue across our channel and tech partners and accelerate our growth across our partner ecosystem. Crossbeam has served as the partner ecosystem platform across all of our partner channel and sales teams and has been a great partner for our broader go-to-market and marketing functions, including RevOps. It has been a great platform for account mapping and team buying intelligence.
Crossbeam has been a fantastic ecosystem partner. It is the most comprehensive ecosystem platform software that I have utilized, and it has been revolutionary and visionary when it comes to industry research availability, data cleaning, data segmentation, and filtering.
Crossbeam compared to other solutions I have utilized, including ZoomInfo, LinkedIn Sales Navigator, PartnerStack, is the most comprehensive platform for ecosystem development and partnerships, and it has the most out-of-the-box integrations across tools I currently use. This makes partner relationship management seamless.
I recommend doing your homework across other partner ecosystem platforms to ensure they have the right integrations across the partners you are leveraging and the cloud ecosystem providers. Review review sites, ask for customer testimonials, and gather use cases similar to what you are looking to deploy. Perform comprehensive research before deciding on the right partner for you. I would rate this product a 10 out of 10.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Crossbeam Empowers Companies to Leverage Ecosystem Insights
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.
Crossbeam is a powerful tool for partner ecosystem management.
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
Unlocking new opportunities daily
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.
Collaborative CRM insights that drive results
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.
A must-have for any partnerships pro!
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!
Great account mapping software
What do you like best about the product?
Easy to use and the integration was seamless.
What do you dislike about the product?
Nothing currently but there is still time!
What problems is the product solving and how is that benefiting you?
Who are our partner's clients and how can we work with them and align seamlessly.
Critical for Any Partnership Org
What do you like best about the product?
I love how easy it is to build into our existing systems and processes once we get it all implemented. I also loved the support team at Crossbeam. They are responsive, always helpful, and always pleasant. I would absolutely recommend Crossbeam to a friend or colleague.
What do you dislike about the product?
I dislike that I am limited in the types of fields I can add to Crossbeam. Depending on the type of partnership, sometimes we want to share some strange data. I think Crossbeam would be best if it were more of a data sandbox, where once we make a valid connection via the URL or whatever else is used to match, we can do whatever we want with the data we share / use. That would be INCREDIBLE.
What problems is the product solving and how is that benefiting you?
It can be hard to get partner companies to share their client list. Crossbeam is the trusted 3rd party that makes everyone feel more secure with sharing their data.
Crossbeam has provided us a wealth of information for working with our strategic partners.
What do you like best about the product?
The integration with Salesforce and ease of use.
What do you dislike about the product?
User interface within Crossbeam can be clunky to find things.
What problems is the product solving and how is that benefiting you?
This is helping us to better plan and work with our partners to engage clients and collaborate on their solutions.
Stronger Together: How Crossbeam Supercharged Our Adobe Partner Ecosystem
What do you like best about the product?
Crossbeam enables Adobe teams to securely uncover overlapping accounts with partners, making it easier to identify co-selling opportunities and drive joint pipeline growth. Its intuitive interface and automated data syncing reduce manual work and accelerate partner collaboration.
What do you dislike about the product?
However, Crossbeam’s effectiveness is limited by the quality and completeness of partner data, and some users find it challenging to navigate complex data permission settings without dedicated support or training.
What problems is the product solving and how is that benefiting you?
Crossbeam solves the problem of siloed partner data by allowing Adobe teams to securely share and compare account lists with partners, without exposing sensitive information. This visibility helps us quickly identify mutual customers and prospects, prioritize co-selling opportunities, and align go-to-market efforts—ultimately accelerating deals and strengthening partner relationships.
