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Must-have for partnerships teams
What do you like best about the product?
Makes account mapping and partnership evaluation so much more efficient and effective. Integrates with CRM so updates populations in real-time, making partner account mapping reliable as you scale.
What do you dislike about the product?
Would love it if we could invite partners directly or even have a greater view of other partners on the platform. Right now you can't explore new partners on the platform; you aren't able to see what companies use Crossbeam except those who you've worked with directly to identify account population overlaps. Other than that, which isn't really a "dislike" but more of a feature recommendation, we haven't had any issues with Crossbeam.
What problems is the product solving and how is that benefiting you?
Account mapping, partner evaluation, partner optimization, business development
Recommendations to others considering the product:
If you're in partnerships, GET ON CROSSBEAM!
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Great Tool for any Partner/Alliance Manager!
What do you like best about the product?
Crossbeam not only plugs into our CRM for frequent updates, but it also allows me to control what data I share with each partner. This enables more collaboration and customization, helping us meet each alliance's needs. Crossbeam's customer success team is extremely responsive to my questions. If there's an issue, they're quick to help resolve it via live chat or through a Zoom call. They are a great team to work with. Best of all, like their site says, Crossbeam is free forever and it is a wildly useful product.
What do you dislike about the product?
There are some issues with filtering on reports I have discussed with the Crossbeam team, and those things are currently a work in progress. For some advanced account mapping, I still need to export my Crossbeam report to Excel to make customizations. That said, Crossbeam meets 95% of my needs with their platform.
What problems is the product solving and how is that benefiting you?
The days of static account dumps are gone. Crossbeam's daily email alerts about overlap updates help foster collaboration with partners. The ability to leverage the data within Crossbeam to facilitate pipeline and demand modeling have been a boon to my processes and workflow. I have gone as far as to tell partners that if we are not connected on Crossbeam, the pipeline will begin to suffer going forward...it's just too easy and efficient to manage all of this data in a single platform.
Recommendations to others considering the product:
Account mapping and partnership managers
Great tool & super helpful people :)
What do you like best about the product?
We heard about Crossbeam from one of our current partners, and they recommended it to us as a quick and easy way to map joint customers and opportunities without needing to do any manual mapping. It's been great to simply connect our CRM, set up some rules for our populations and how to share the data, and instantly get a clean, mapped list back that we can use with our partners.
They're also a super helpful and nice bunch of people! Meghan and Ricardo have been great throughout our time with Crossbeam, and the product team is really receptive to feedback.
They're also a super helpful and nice bunch of people! Meghan and Ricardo have been great throughout our time with Crossbeam, and the product team is really receptive to feedback.
What do you dislike about the product?
They've made a lot of improvements in the tool since we've first joined. I'm not sure there is a ton that I don't like that hasn't been resolved already...which is great!
What problems is the product solving and how is that benefiting you?
We're mapping our customer and prospect overlaps in a quick, easy, and secure way.
We've already done a lot with joint customer and prospect campaigns for new product launches with our partners. We've also used this for joint webinars.
We've already done a lot with joint customer and prospect campaigns for new product launches with our partners. We've also used this for joint webinars.
Recommendations to others considering the product:
- Make sure you have a clear idea of how to segment your populations or else it can get weird and messy fast (not because of crossbeam but because of how you organize your data)
- map out any risks of directly connecting your CRM to the tool and if you want to do this or if you want to stick with a manual CSV upload
- map out any risks of directly connecting your CRM to the tool and if you want to do this or if you want to stick with a manual CSV upload
Thanks to Crossbeam, we’re driving more partner-influenced pipeline than ever before.
What do you like best about the product?
Crossbeam is playing a significant role in helping us grow our partner-influence pipeline. So far this year, it’s helped my team add $10M ARR in pipeline.
I also use Crossbeam to proactively identify opportunities and accounts in which I can help my partners. After all, partnership success is all about creating mutual value, and Crossbeam supports that goal well.
I also use Crossbeam to proactively identify opportunities and accounts in which I can help my partners. After all, partnership success is all about creating mutual value, and Crossbeam supports that goal well.
What do you dislike about the product?
I have yet to run into anything I dislike.
What problems is the product solving and how is that benefiting you?
Previously, it took a few days to identify and connect my sales reps to their counterparts at our partners on a given account. Now with Crossbeam, those rep-to-rep conversations happen within minutes or hours. Crossbeam overlap data makes it so much easier to prioritize which partners our team should work with. It is truly accelerating the pace of co-selling with partners.
Additionally, Crossbeam is enhancing the value of alliances across our Revenue organization by providing insights into prospects’ tech stacks’ where we have integrations.
To support our partner recruitment strategy, we’re also using Crossbeam to identify where we have gaps in partner coverage for strategic accounts.
Additionally, Crossbeam is enhancing the value of alliances across our Revenue organization by providing insights into prospects’ tech stacks’ where we have integrations.
To support our partner recruitment strategy, we’re also using Crossbeam to identify where we have gaps in partner coverage for strategic accounts.
Crossbeam makes my life so much easier
What do you like best about the product?
The rep/account matching within Salesforce reports is awesome. When our sales reps meet with a partner’s sales reps, they can use the information in Salesforce to discuss other overlapping accounts. Crossbeam played a huge role in helping our partner team hit our quarterly partner-influenced goal.
What do you dislike about the product?
One thing that can improve is the layout/line graphs within the Crossbeam app. However, I spend most of my time viewing the Salesforce widgets and reports.
What problems is the product solving and how is that benefiting you?
Crossbeam plays an integral role in what I do daily. When our sales reps need partner involvement in their deals, Crossbeam provides instant visibility that allows us to strategize more clearly on which partners can help. Crossbeam plays a positive role in how we work/co-sell with our partners. Thanks to Crossbeam, we’re no longer spending time back and forth figuring out which accounts are customers and opportunities.
There is a lot to love about Crossbeam!
What do you like best about the product?
We can easily understand what partner involvement looks like because Crossbeam is synced with our Salesforce instance, so our data is real-time. I never have to worry about partner data being stale or inaccurate. Plus, Crossbeam's customer success team is excellent. Lauren communicates updates effectively, takes my product feedback seriously, and ensures we're maximizing our use of Crossbeam to support our partnership goals
What do you dislike about the product?
I'm looking forward to Crossbeam rolling out standard populations so we can easily distinguish a partner's populations (i.e. prospects, customers, opportunities, etc)
What problems is the product solving and how is that benefiting you?
Crossbeam helps us evaluate if a new partner should be an ecosystem partner (an integration) or an OEM partner (use Clearbit data to power a feature of their product). Using Crossbeam, we can also tell which of our accounts overlap with our partners to drive adoption of Clearbit. With this information, we can help our customers leverage Clearbit across their tech stacks and get more value from our solution. Additionally, we love doing co-marketing with our partners. Crossbeam is a gold mine when it comes to identifying customers for joint case studies with partners or co-marketing webinars
Amazing tool to grow partnerships
What do you like best about the product?
Crossbeam is a gamechanger. Speeds up account mapping and reduce time spent by partner team to review data. Thanks to APIs helps leverage partner data for marketing and more complex processes and campaigns.
What do you dislike about the product?
The time it takes to get partners connected as not all our partners are on Crossbeam yet. As the Crossbeam usage grows, this will get better and not be as big of a deal. Account mapping is a common practice in the partner business, but this takes a new approach that includes educating partners.
What problems is the product solving and how is that benefiting you?
Increase account mapping with current and new partners with real-time data. Identify more opportunities for partner involvement. Identify appropriate partners to support marketing campaigns (content, mutual customers, webinars).
Recommendations to others considering the product:
Integrating with your tech stack and leveraging the APIs is a must.
Crossbeam is a win for partnerships.
What do you like best about the product?
Safe way to do account mapping with existing and potential partners to evaluate the opportunity.
What do you dislike about the product?
No integration is built with our CRM Pipedrive, so we have to upload data manually. Hopefully, this integration is on their road map.
What problems is the product solving and how is that benefiting you?
Account Mapping
Prioritise partnerships
Prioritise partnerships
Game changer for tech partnerships
What do you like best about the product?
Crossbeam makes the once arduous task of coordinating partnerships as simple as logging into a dashboard. I love the reports feature.
What do you dislike about the product?
The management of tasks and communication layer could be better. Nobody seems to want to use threads.
What problems is the product solving and how is that benefiting you?
Partnerships
Fantastic software for deal acceleration
What do you like best about the product?
I love the upfront transparency that Crossbeam provides. No more poking around websites for mutual customers or doing ad-hoc verbal confirmations. Crossbeam allows us to understand how serious a potential partner is and to scope the opportunity out of the gate. It's allowed us to hone our focus to top priority prospects quickly.
What do you dislike about the product?
Sometimes we have trouble having potential partners trust Crossbeam as a third-party worthy of their customer list. Though, Crossbeam's ability to share overlap counts (w/o logos) has been helpful overcoming this. Also, I've noticed that a prospect's willingness to participate in the Crossbeam exercise is a good proxy for their interest in the partnership.
What problems is the product solving and how is that benefiting you?
Our team is split in many potential directions, so Crossbeam has helped us hone in on the most important prospects. Crossbeam has enabled us to set a data-driven threshold for how many mutual clients we need to have with a partner prospect before moving too far in the relationship. This has allowed our reps to spend more time working higher value deals.
Recommendations to others considering the product:
If you're considering Crossbeam, I recommend considering how much time your team spends trying to qualify partnership deals based on mutual clients / prospects. Crossbeam effectively eliminates that time cost.
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