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External reviews

197 reviews
from G2

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


    Kelly G.

Crossbeam is a MUST for Partnerships!

  • December 01, 2022
  • Review verified by G2

What do you like best about the product?
Crossbeam helps me go into conversations with my partners equipped with already understanding where we have overlaps - where can I help them, where can they help us? It's such a time-saver, no more account mapping with spreadsheets, territories and wasting everyone's time!
What do you dislike about the product?
I honestly don't really dislike anything about it, it has been so great to use! I've got a customer success rep, Jake, who I work with if I ever need assistance or want to expand my learning in the platform, he's awesome!
What problems is the product solving and how is that benefiting you?
Crossbeam solves the problem of "hey is this a customer of yours?" "Which of my partners can help me get into XYZ account?" "Which rep at my partner account covers this account?".


    Harry W.

Revolutionised the way map referrals with partners

  • December 01, 2022
  • Review verified by G2

What do you like best about the product?
Overlap matrix of Hubspot stages to work out mutual opportunities
What do you dislike about the product?
It's sometimes tricky to navigate / onboard new partners who have never used it before. Also I WISH it had whitespace sharing.
What problems is the product solving and how is that benefiting you?
Account mapping is usually a long and arduous process involving spreadsheets. Crossbeam removes that entirely, by syncing with my CRM.


    Justin F.

One of those products that you see insane value with in 30 seconds

  • November 28, 2022
  • Review verified by G2

What do you like best about the product?
It's super easy to get up and running, and because a partner invited me, I had value out of it within seconds of signing up and connecting Hubspot.
What do you dislike about the product?
The only major downside is that some partners have internal procurement processes and are not able to use it right away. This means that for SOME partners, we use Crossbeam, and for some others, we need to do things the old fashioned way.
What problems is the product solving and how is that benefiting you?
Our go-to-market strategy heavily revolves around joint sales, and Crossbeam helps us instantly figure out hot spots in the market that we can tackle with certain partners. The Slack integration is excellent, and we have it in our external partner channels to spur discussion between our partners and us.


    Maurits P.

Game-changing Partner Platform

  • October 14, 2022
  • Review verified by G2

What do you like best about the product?
Ease of connection and simplicity to see revenue potential with new and existing partners.
What do you dislike about the product?
To be honest, not much to complain about.
What problems is the product solving and how is that benefiting you?
Many! The main one is helping with prioritizing which partners/integrations should get resource attention.


    Computer Software

Great resource for our partnerships

  • October 03, 2022
  • Review provided by G2

What do you like best about the product?
Account mapping and SFDC integration for quick and easy access for our internal sales teams and external partners.
What do you dislike about the product?
Lack of automated filters to populate partner views based on pre-defined triggers or tags.
What problems is the product solving and how is that benefiting you?
Account planning and quick views of overlap to assess partnership potential early on.


    Loryn F.

Crossbeam is great for account mapping but lacks the functionality to action and track

  • May 27, 2022
  • Review provided by G2

What do you like best about the product?
Crossbeam is a fantastic tool for connecting your CRM to your partner's CRM. It is relatively quick to connect and Crossbeam has a large existing userbase which you can tap into. It was very easy to connect partners and pull reports on where there was overlap amongst ours and our partners' customers, prospects and open opportunities.
What do you dislike about the product?
Beyond account mapping, there was no functionality to build pipelines with our partners and add custom fields from our CRM to our reports. It was lacking the ability to action and track the incredible data it was able to collect.
What problems is the product solving and how is that benefiting you?
Crossbeam helped us remove the manual work out of discovering account overlap across our partner ecosystem. It gave us real-time visibility into where there were opportunities to use our partner network to grow our business.


    Beatrix C.

Crossbeam is one of those tools that's going to be more & more relevant

  • December 16, 2021
  • Review verified by G2

What do you like best about the product?
I appreciate Crossbeam's ease of access & UI which is clean and uncluttered. It's one of the best ways to share partner data, without compliance issues or sharing too much. You can see mutual clients, opportunities, and where you can get an intro from a partner and where they can get one from you.
What do you dislike about the product?
I think there's a bit of a learning curve to Crossbeam and that it could be more intuitive. The future of a lot of SaaS companies is partnerships, co-selling, and account mapping but I think for a lot it still feels a bit foreign and somewhat out of reach. I think Reveal has a better UI/UX for this reason.
What problems is the product solving and how is that benefiting you?
Crossbeam does an excellent job of promoting eBooks & webinars on Partnership activities and account mapping. They clearly want to be experts in the space and their marketing team is phenomenal. We've been able to track current mutual opportunities to co-sell with our partners.


    Logistics and Supply Chain

Strategic reach out

  • November 03, 2021
  • Review verified by G2

What do you like best about the product?
I like how easy it is to connect with partners on the platform. You can identify your prospects that are your partners customers (& vice versa) to identify potential referrals.
What do you dislike about the product?
Uploading to Salesforce was confusing. Also, your CRM must be up to date so it is not pulling old customers. I also wish the list it generates would hyperlink the customer & the link goes back to their account in your CRM.
What problems is the product solving and how is that benefiting you?
We are becoming more strategic with partner referrals. We have always just waited around for someone to ask for a service our partners provide. Now we can identify prospects on both ends to talk about if they need those services & would like to be introed to a preferred partner. I have realized we can be more strategic vs waiting around for potential opportunities.
Recommendations to others considering the product:
Great way to activate partnerships & do something different than hosting a webinar together.


    Scott J.

Crossbeam is a legit game changer in the Alliances/Partner World!

  • October 13, 2021
  • Review verified by G2

What do you like best about the product?
- No strings attached FREE solution with a ton of features (there is a paid upgrade that you can choose if you want two way data)
- No more disparate excel sheets
- Instant account mapping
- Safe/secure environment for sharing data
- At a glance view of all of your accounts/opportunities + which of your partners are also engaged with that account (and at what stage)
- Easy report builder
- Automatic updates on accounts that you share with your partners (sales stage, etc.)
- List goes on
- Incredible Sales/CSM team. Very knowledgeable and accessible! (Thanks Gdaly + Jessica)
What do you dislike about the product?
The only thing I don't like is that not ALL of my partners have adopted Crossbeam yet. I am looking forward to getting that to as close to 100% as possible.
What problems is the product solving and how is that benefiting you?
- Sourcing new opportunities
- Helping align my BDR, Sales, and CSM teams with my partners within specific accounts
- Scoring my partners based on number of shared customers, which helps me understand which partners are aligned fully with our organization and which ones have completely different customer targets
- Interactively keeping track of identified target accounts for myself and a particular partner. Engaging within the platform using the "Threads" feature to ensure no action items are being overlooked


    Jason A.

Take Control of Your Account Mapping!

  • September 28, 2021
  • Review verified by G2

What do you like best about the product?
The customer service and support are absolutely insane how squared away Crossbeam is. They are prompt, efficient, knowledgeable, and work together as a team to help meet your needs or solve questions in a timely manner. This is one of the reasons that I tell my partners to use them. I say "their support and wiki sites are are all at levels we should aspire to be, you're in great hands"

Also, being able to identify a real Total Addressable Market before diving long into a partnership has proven invaluable to our partners, but also for gaining internal support as well. Oh, and the ability to account map! This is a dream solution.

In addition, the knowledge content on how to build, manage, run, and utilize the data that is at your fingertips is incredible. VERY well thought out thought leadership and content pieces.
What do you dislike about the product?
I get a little lost in the stack of different reports. Though I have a pretty strong feeling that is user error on my end and can organize those better.
What problems is the product solving and how is that benefiting you?
The problems that we are solving with Crossbeam are that we can understand the Total Addressable Market when starting a partnership so we know which and how many resources to throw at it. In addition, being able to get our partner teams collaborating sooner on opps has been a complete game changer. Also, being able to pull a report on Q4 Closing opps, and tell our AEs, Go work with these partners to close that business together with our partners.
Recommendations to others considering the product:
Leverage their support with any questions you may have and take the time to read their thought leadership content and or attend the webinars.