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197 reviews
from G2

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


    Information Technology and Services

Accelerates partnership activity and momentum

  • March 17, 2021
  • Review verified by G2

What do you like best about the product?
It takes the guesswork out of prioritizing partners. We know who to focus on and how to size the opportunity.
What do you dislike about the product?
I don't like having to export the results via Excel. I know they are working on connecting into certain databases, which will be very welcome.
What problems is the product solving and how is that benefiting you?
We are trying to create a marketplace of data companies. Understanding our overlap helps us understand whether or not their data will be valuable. We use Crossbeam really early in the process so both parties know whether there will be ROI. It takes all of the guesswork out.


    Alexander R.

25% of our pipeline can be attributed to Crossbeam

  • March 09, 2021
  • Review verified by G2

What do you like best about the product?
Crossbeam has simplified the partner identification process, our account mapping and streamlined how we work together. I have much more clarity about which prospects we should be targeting, and I know which partners to request warm intros from. As a result, we've sourced 25% of our new opportunities from partners.
What do you dislike about the product?
I'm eager for more companies to get onto Crossbeam so we can explore new partnership opportunities, and move away from manual time-consuming processes, like spreadsheets and emails.
What problems is the product solving and how is that benefiting you?
Account mapping is so much more efficient in Crossbeam, as is identifying which partners are the best to work with based on the landscape. No more triple data entry and back-and-forth communications. We're regularly sending partners new opportunities and vice versa, and that's really helped us strengthen our relationships.
Recommendations to others considering the product:
Try it, it will automate your processes and really benefit your business.


    Diane R.

Invaluable account mapping solution to jump-start your partnerships!

  • March 04, 2021
  • Review verified by G2

What do you like best about the product?
The ability to map your "overlapping" customers, to help qualify and identify immediate partnership & GTM opportunity.
What do you dislike about the product?
I do not dislike anything. I appreciate the iterative UI improvements to their platform and their CX team is insanely responsive and helpful (shout out to Lauren)!
What problems is the product solving and how is that benefiting you?
One of the initial ways we can easily prove out viability of partnership is to assess market alignment. Crossbeam is the only solution that I'm aware of that allows you to easily surface mutual customers (that has helped drive GTM initiatives), in addition to populations, such as "prospect to customer" in support of co-selling motion w/partners.


    Computer Software

Partnerships is nothing without Crossbeam!

  • February 17, 2021
  • Review verified by G2

What do you like best about the product?
I love having the ability to easily identify overlaps with my partners and live directly inside of Salesforce. My team can even leverage Crossbeam's data without ever having to leave the tools theyre currently in!
What do you dislike about the product?
There is nothing I dislike about Crossbeam. The team here is so amazing and helpful and is always open to feedback. They really come to their customers to get an understanding of what we want the product to look like and how they can build it.
What problems is the product solving and how is that benefiting you?
I am able to solve the issues that most, if not all, partner teams and organizations deal with today- the roadblocks that come with account mapping and coselling and aligning closely with partners.

With Crossbeam we are able to vet out partners based on our current mutual customers, we are able to go to market and drive registrants to our comarketing events with their data and co sell and align on mutual opportunities or accounts to help one another accelerate deals.


    Mike B.

A huge time saver for partner teams

  • February 15, 2021
  • Review verified by G2

What do you like best about the product?
It saves days and weeks when kicking off new partnerships. The UI took some getting used to, but is fairly intuitive and clean. The flexibility of being able to share only certain data with certain partners is key. My whole team can use it, without having to worry about stepping on each others toes or losing shared excel docs. The ability to have reps engage with the data is also interesting, but not something we currently take advantage of.
What do you dislike about the product?
Still need the other party to be on Crossbeam. Certain orgs may have data privacy issues with connecting this into their CRM.
What problems is the product solving and how is that benefiting you?
Quickly identifying shared customers to focus on for integration development and improvements. Finding customer overlap across multiple product lines. We've been able to leapfrog our conversations with some early stage partners and ensure we're prioritizing resources with the right ones.


    Juan Jose (JJ) C.

Game changer!

  • February 03, 2021
  • Review verified by G2

What do you like best about the product?
Crossbeam is intuitive and provides a seamless flow of information between your CRM and its application. By doing so, my opportunities can then be easily created and shared with partners, which saves a lot of time by not having to rely on Spreadsheets to do so. I love the fact that once there's a match between any partner and my opportunities, I can just create threads within Crossbeam and not have to send an email or a Slack message.
What do you dislike about the product?
How do these guys make money? Kind of bummed they give it out for free!
What problems is the product solving and how is that benefiting you?
As someone who had mapped opportunities with partners before via Spreadsheets, it's always a hassle as you need the other party to provide the information manually when they have availability. With Crossbeam, this process is completely automated and updated in real-time. I can see when my partners' opportunities overlap with mine, which not only saves time but also provides a clear communication channel between our allies.


    Computer Software

Efficient account mapping that scales with fast growth

  • January 28, 2021
  • Review verified by G2

What do you like best about the product?
The ability to automate our account mapping process across multiple business use cases within our Alliances org. We have hundreds of sales people working across different regions, so the automation has helped us scale our sales partnerships and move much faster. We've also been able to expedite our new partner evaluation process. Crossbeam data makes it easy to see where there are customer overlaps so we can determine which integrations we should prioritize.
What do you dislike about the product?
I know the Crossbeam team is working on some reporting enhancements so I'm looking forward to when they roll those out.
What problems is the product solving and how is that benefiting you?
Our partner managers used to spend 50% account mapping exercises, going back and forth with spreadsheets and manual vlookups. Now with Crossbeam, they can ensure they're working with real-time data from our CRM and our partners' data so they can focus more on strategic deal flow instead of administrative tasks. It's saved us tons of time and allows us to reference live data on the fly in external partner conversations.


    Michael S.

Crossbeam is a core function of how we interact with partners every single day

  • January 25, 2021
  • Review provided by G2

What do you like best about the product?
Crossbeam's account mapping has helped us build stronger alignment with our partners. In fact, for partners to work with us, it's a prerequisite for them to join Crossbeam. We can easily compare mutual customer bases, top prospects, and open opportunities. From there, we use that data to get warm intros, develop our talk tracks, and co-sell. When we find overlapping customers with a partner in Crossbeam, it makes it much easier to explore and validate new integrations, as well.
What do you dislike about the product?
We're not using every feature available to us at the moment, so we definitely want to focus on expanding our use cases with Crossbeam.
What problems is the product solving and how is that benefiting you?
Using Crossbeam has helped us grow our partner-sourced pipeline by an estimated 15%. It's also helped us reduce the overhead that comes with vetting new partners. I don't need to waste time gathering data to figure out how we should work with a partner — everything I need is in Crossbeam. Because of this, we've reduced a six-week process to three or four days.


    Matt A.

Crossbeam is one of the reasons we've doubled partner-influenced this year!

  • January 20, 2021
  • Review provided by G2

What do you like best about the product?
Using Crossbeam, we've improved collaboration with partners and scaled the co-selling process with faster account mapping. Crossbeam's Salesforce integration has also made it easier to mobilize our sales team as an extension of our partnerships team. It's really helped us build more internal alignment.
What do you dislike about the product?
Nothing I can think of, but I'm eager to see the team continue building upon its product roadmap.
What problems is the product solving and how is that benefiting you?
We've saved countless hours by not having to rely on spreadsheets for account mapping. Using Crossbeam has allowed us to prioritize where we spend our time and which partners we spend it with. We've doubled our partner-influence and partner-sourced metrics over the last year, and I can attribute some of that success to the power of Crossbeam.
Recommendations to others considering the product:
It's a great tool and solves a real challenge for partnership & channel teams!


    Ryan S.

Powerful account mapping features to kickstart partnerships

  • January 13, 2021
  • Review verified by G2

What do you like best about the product?
Crossbeam has been indispensable to us at WordPress VIP over the past 12 months as we've updated our Technology Partnership program. Their account mapping tools have given us lightning-fast insight into mutual customers and prospects when we're considering new partners. And their team has been flexible and thoughtful, consulting us on product planning and actively collecting our feedback, then quickly turning around new features that solve real-world business challenges for us.
What do you dislike about the product?
We're eager to bring more of our partners on board with Crossbeam more quickly. As they roll out new features, it's getting easier! Getting smaller partners over the hurdle of connecting their CRM can take time, but once its done the payoff in terms of dynamic data is excellent.
What problems is the product solving and how is that benefiting you?
We've seen direct benefits including shorter partnership deal cycles, thanks to quick identification of the overlap in our customer base and target market. We've also been able to identify potential partners that have high engagement levels by checking whether they're already using Crossbeam.