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External reviews

197 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Anna G.

Critical asset for my partner network communications. Saved hours of time using it!

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
Love that it instantly matches our accounts and allows us to share information. It is easy to use and cuts down a ton of meeting time. I like that I can click on an account and see mutual information.
What do you dislike about the product?
I dislike how it doesn't show me who owns certain accounts. Sometimes, I wait forever for other partner managers (who don't have access) to approve our sync. It would be nice to have more feedback regarding the
What problems is the product solving and how is that benefiting you?
We used to do an account mapping exercise with all of our partners. This process would take hours of meeting time to complete. Now crossbeam can instantly do this for us with the click of a button!


    Rachel C.

Easy and Impactful

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
Ease of use. Ease of linking to other partners and finding data. Report creation. There are so many things "easy" about Crossbeam that is has become a critical element in our Technology/Integration partner evaluation.
What do you dislike about the product?
Recently Crossbeam has been changing elements from free to subscription without notification other than pop up in UI. Frustrating, especially in December when it's the end of the sales year for most and getting last-minute deals closed.

Also, I wish when a partner invite is sent, the person's role within the organization was included; is the invite a corporate initiative or simply an AE looking for data?
What problems is the product solving and how is that benefiting you?
We needed a straightforward way to evaluate Technology Partners for the value they have in the market. Could we leverage common customers to solution build an integration? Would we have adopters of the integration? And could we securely answer these questions? Before Crossbeam we would send Excel spreadsheets back and forth or review over conference calls.


    Christian V.

Crossbeam has made partnering much easier

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
Simple search, easy filters, very easy user interface
What do you dislike about the product?
for prospect accounts, it would be great to have the account owner listed so we can reach out as well ( if it already does, it doesn't always show)
What problems is the product solving and how is that benefiting you?
Quicker discussions, visibility into what these accounts are using and how to best partner


    Computer Software

Essential tool for every integration partnership team!

  • December 05, 2022
  • Review provided by G2

What do you like best about the product?
Before Crossbeam, you must put together many different spreadsheets to determine who your mutual customers are with your tech partners. Crossbeam allows you to do this instantenously while allowing you to decide the amount of data to share with your partner. An evolutionary tool with a great support/success team
What do you dislike about the product?
Nothing that stands out for me to include in this review.
What problems is the product solving and how is that benefiting you?
Identifying tech partners we should be working closely with due to the number of mutual customers.


    Katie B.

great software, easy to use

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
I love being able to use Crossbeam for account mapping with partners. It gives us a starting point to understand which introductions we should prioritize. The salesforce integration is powerful for getting sales/success teams to loop in partners when it makes sense.
What do you dislike about the product?
Not many things I dislike. I wish it was a little easier to modify reports and highlight rows/add a column for notes because I generally have to export the data to google sheets so I can manipulate the format and collaborate with partners.
What problems is the product solving and how is that benefiting you?
Crossbeam is helping me account map with partners so we can make introductions for each other. It helps me be more productive instead of having to dig into my CRM data.


    Logistics and Supply Chain

The easiest way to get a clear snapshot of your account overlaps

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
the table they provide at the top level is by far the simplest way I have seen to display the opportunities you have with a potential partner and be able to explain this clearly to internal teams. At a glance you can see exactly where the opportunities are and if there are any quick wins and synergies between your businesses.
What do you dislike about the product?
the updates feed is overwhelming without any kind of prioritisation to what is shown first. It would be better if this only showed when a partners prospect became their customer or when you added a prospect that was already a partners customer
What problems is the product solving and how is that benefiting you?
Crossbeam helps us to maximise the impacts of our go to market strategies by identifying where there may already be brand recognition and need and creating the audience lists for you in the reports.
We can also assess whether a partner is a good fit by these metrics before we invest in marketing support.


    Josh M.

Supercharge your partnerships!

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
I really appreciate the transparency that Crossbeam allows when engaging new potential partners. In addition, it can do incredible things on account mapping.
What do you dislike about the product?
I'd like to see Crossbeam to continue building out the ROI for partner teams to better quantify its impact on the business. This can be seen with Sales Edge, but this will be a playbook for years to come.
What problems is the product solving and how is that benefiting you?
Crossbeam helps us with account mapping, targeted marketing, forecasting partner sales and creating detailed business plans. It really helps signal the sales org for unique partner plays that can accelerate the deal cycle.


    Ranjit J.

Sparks conversations leading to more potential business.

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
Easy to use once you are up and running and helps quickly identify prospects.
What do you dislike about the product?
Initially, you need to learn how to use the system as it is not as inituitive as it might otherwise be.
What problems is the product solving and how is that benefiting you?
Crossbeam helps me easily identify potential business and leads to better conversations. Makes my job easier and my time is used more effectively.


    Information Technology and Services

Crossbeam has taken hours of manual work away from our partner managers!

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
I like the about of time using crossbeam saves my team, and the insights we are able to share with our partners.
What do you dislike about the product?
It would be helpful if the invite included the ability to allow/permission partners to see the information immediately - often we have to go back to a partner and ask them for permission to view the data.
What problems is the product solving and how is that benefiting you?
It reduces the manual work we need to do when onboarding new partners.
Allows us to work closely with our partners on co-marketing projects.


    Jillian F.

Partner Must Haves

  • December 05, 2022
  • Review verified by G2

What do you like best about the product?
Crossbeam helps automate a traditional manual and tedious process of account mapping.
What do you dislike about the product?
The fields pull based on each organization's SFDC instance, which means the types of accounts/segments/etc.. may vary significantly from partner to partner.
What problems is the product solving and how is that benefiting you?
Manual account mapping. A major benefit is finding accounts we may not have explored in a partnership had we not seen the overlap in Crossbeam.