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Easy and efficient account mapping
What do you like best about the product?
The UI is great, it's easy to add new partners to the account, and you can share different amounts of information on a case by case basis.
What do you dislike about the product?
A clearer way to see what CRM integrations are live. And the fact that there's no pipedrive integration
What problems is the product solving and how is that benefiting you?
Account mapping - allows me to work with partners on deals without the admin
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Efficient and Actionable Tool
What do you like best about the product?
Crossbeam cuts out tedious manual work that allows our team to identify opportunities and action much faster than in the past. It's been the driver for early momentum in some partnerships.
What do you dislike about the product?
As is the model, Crossbeam's is as effective as its network is large. We can uncover value with partners that also use the platform, but we miss out on this value with other partners.
What problems is the product solving and how is that benefiting you?
Crossbeam allows us to account map automatically and set up introductions between account executives. This drives more partner-influenced pipeline and revenue, which is our team's job to uncover.
Straight forward & secure
What do you like best about the product?
Crossbeam makes account mapping simple. The ability to grant access on a granular basis allows for secure sharing of data and by integrating with multiple CRMs it helps sales teams collaborate more effectively with external partners.
The Crossbeam team is also approachable and very supportive.
The Crossbeam team is also approachable and very supportive.
What do you dislike about the product?
The Crossbeam UI can be a bit clunky and is not the most intuitive.
What problems is the product solving and how is that benefiting you?
Crossbeam helps assess whether a potential partner is a good fit from a commercial standpoint as the software gives a snapshot of whether a prospective partner targets the same type of customers and prospects.
It also helps the team plan G2M strategies with partners by showing up to date information without having to manually upload or check new leads and customers with each partner.
It also helps the team plan G2M strategies with partners by showing up to date information without having to manually upload or check new leads and customers with each partner.
Review by Marketing Development Team at Orium
What do you like best about the product?
Understanding where my partners are with current and prospective clients and being able to make those connections for opportunities and to better understand the state of clients.
What do you dislike about the product?
The website needs to be a full screen in order to function properly :(
What problems is the product solving and how is that benefiting you?
Knowing if my prospective clients are currently involved in any existing or open opportunities with my partners. I am able to reach out and see how my partners can connect me with those clients or understand at which stage of the journey that client/prospect is on.
Crossbeam Review
What do you like best about the product?
Crossbeam removes the additional step of mapping account names and allows us to map Partner data in real-time.
What do you dislike about the product?
With the recent change of plans that were announced at the Connector Summit, Crossbeam has limited basic plan users to export up to 100 records. The new change will reduce our usage and require us to revert back to manual mapping.
What problems is the product solving and how is that benefiting you?
Account name mapping and relevant Partner data.
Crossbeam has been great for partnership collaborations. I am inviting new partners all the time!
What do you like best about the product?
Account overlap mapping is by far the best tool. I was doing this manually before Crossbeam!
What do you dislike about the product?
I'd like to be able to add more columns to the account mapping to differentiate product offerings.
What problems is the product solving and how is that benefiting you?
I was manually mapping overlapping accounts with partners. This has been game-changing for collaboration with our partners!
Crossbeam is a strong partnerships platform
What do you like best about the product?
Partnerships is integral to the ecommerce industry, so having a platform that integrates data across all partners of any segment has been a huge unlock in strategizing account targeting and co-marketing plays. The table that divides into company customers, opps, and partners is useful for providing a quick visual overview of partnership strength. As well, the platform is relatively easy to navigate.
What do you dislike about the product?
Where Crossbeam falls flat for me is in its report filtering abilities. When I run a report between a partner and us, I typically add more columns to the table with our HubSpot fields. But you can sort alphabetically or numerically. You can only organize via company name or partner overlap. This requires me to export as a CSV, upload into Google Sheets and filter that way instead of being able to all in one platform.
What problems is the product solving and how is that benefiting you?
Crossbeam helps us optimize our co-marketing motions and inform our partnerships team on who to continue and start building relationships with. Partner data availability reduces the number of meetings I need to take since I can view key accounts and overlap strength autonomously.
A must have product for a successful partnership program
What do you like best about the product?
Crossbeam enables partners to speak openly about the shared opportunity they have together. It takes away the awkward step of sharing a spreadsheet and enables open and effective discussion. Straight away, each partner can see where the value is or move on if there is no shared opportunity. It is also a fantastic tool for selling the importance of partnerships into the wider business.
They also have fantastic customer success that are there to empower all your teams to thrive with Crossbeam
They also have fantastic customer success that are there to empower all your teams to thrive with Crossbeam
What do you dislike about the product?
The least helpful thing about Crossbeam is when your partners don't use it. But even the the tool allows you to upload a csv file so you can still use their intuitive account mapping tool. There is a free version for those you want to work with but aren't ready to pay.
What problems is the product solving and how is that benefiting you?
Crossbeam is saving us so much time and energy. The broader company loves the insights it provides. It has become invaluable and central to everything we do in the partnerships team
Great way to connect with partners
What do you like best about the product?
Able to see the open opportunities when working with partners.
What do you dislike about the product?
The configuration and building out meaning reports
What problems is the product solving and how is that benefiting you?
Allows me to see which merchants that we can target in the partnership
What is this? 2003?! Stop with the spreadsheets!!!
What do you like best about the product?
The ease of direct account mapping, the accuracy of non-bolean errors, the convenience of automated alerts and notifications and the efficiency and scale of direct CRM (Salesforce) integration. My colleagues and partners are convinced that I'm on a vesting schedule with Crossbeam but alas, no, I just know how manual and antiquated partner ecosystems can be without Crossbeam. My Crossbeam account is referenced as often as my calendar. Once we get fully integrated, I anticipate usage to increase tremendously across the organization, which I hear is a rather simple process with loads of customer support.
What do you dislike about the product?
The lack of a mobile app. Sometimes I can get away with using my mobile browser but a native Android or iOS app would be a great help.
What problems is the product solving and how is that benefiting you?
Partners who sync with us on Crossbeam get first dibs on open opportunities where we overlap, this would have to otherwise happen by memory and random chance. That's not very scalable.
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