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Innovative Piece of Partner Management
What do you like best about the product?
Crossbeam helps us do everything we've wanted to do with partners but in a much cleaner, reliable, compliant and sophisticated way. Comparing customers and TAMs with partners is nothing new. We've only done it to passable success in the past because the technology was way behind what was required.
The problem is you're usually forced to create a massive google sheet that is outdated a day or two after you create it - that process breaks almost immediately. It also comes with concerns about oversharing of information, especially early in a relationship.
The policing and manual updating of that Google sheet alone is worth the subscription price to me. Highly recommend for all partner programs reaching a moderate level of maturity.
The problem is you're usually forced to create a massive google sheet that is outdated a day or two after you create it - that process breaks almost immediately. It also comes with concerns about oversharing of information, especially early in a relationship.
The policing and manual updating of that Google sheet alone is worth the subscription price to me. Highly recommend for all partner programs reaching a moderate level of maturity.
What do you dislike about the product?
The SFDC app needs a few tweaks. All of the information is great for the people devising a strategy, but we want to keep our SFDC clean and consumable for everybody who doesn't live and breathe partnerships. I've seen their roadmap and it seems like they recognize that too and have solicited feedback at every turn. I look forward to that new release.
What problems is the product solving and how is that benefiting you?
-Creating stickiness for mutual customers with core partners
-Identifying accounts worth collaborating on (mutual sales cycles)
-Getting ahead of potential partner conflict before it begins
-Helps me validate gut feelings about which partners we should double down on strategizing with
-Identifying accounts worth collaborating on (mutual sales cycles)
-Getting ahead of potential partner conflict before it begins
-Helps me validate gut feelings about which partners we should double down on strategizing with
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A must for any partnership professional
What do you like best about the product?
Saves a huge amount of time vs Excel, the matching is very accurate, the customer success team have been very responsive and helpful, and this tool is showing us opportunities that we would not otherwise realise.
What do you dislike about the product?
Relies on partners sharing their data, which is an obvious point but finding that some partners are quicker than others to do this. Crossbeam has plenty of useful guides and videos to support this, but I believe if we put the effort in here the rewards are worth it at the other end.
What problems is the product solving and how is that benefiting you?
Crossbeam highlights opportunities that we would never be able to spot, even manually trying to conduct account mapping with Excel. It helps us to validate the potential 'fit' of a partnership by understanding if our ideal customer profiles are matched/aligned. It allows us to present ourselves as a better partner, by demonstrating openess in sharing information, and a willingness to make relationships genuinely mutual.
Crossbeam is THE partner enablement solution for referrals
What do you like best about the product?
The collaboration and expedient review of accounts, the thread conversation tracking for pre referral coordination. Ease of use and UX and the team/people are all incredible humans!
What do you dislike about the product?
I've been using it prior to a salesforce complete integration roll out so i do all my reporting in crossbeam. Once we finalize the integration I'm looking forward to having all the partner overlap info populate in SF so my AEs can see the partner play in their account base. (right now we are pushing it manually into SF).
What problems is the product solving and how is that benefiting you?
too many too list but overlaps in referral accounts means we can "snipe" deals for our AE's. We can also target joint customers for testimonials! the report against specific AEs shows them what possible prospects have a partner play possible, even stronger is I can quickly see integration partner tech stack by partner prospect. this shows me a company with a deep tech stack and a possible deeply integrated experience with my solution and numerous partners to target that deal first.
We found 10,000+ overlaps with our partners and are using that data for co-selling and co-marketing!
What do you like best about the product?
I love how intuitive Crossbeam is. It's so easy to connect our HubSpot CRM and do account mapping securely. Crossbeam's customer success team is awesome, as well. They provide almost instant support and are really responsive.
What do you dislike about the product?
Some potential partners aren't always willing to share their data.
What problems is the product solving and how is that benefiting you?
Crossbeam has enabled us to uncover potential partnership opportunities in a secure and scalable way. We've identified more than 10,000 overlaps with prospective partners and current partners. This year, we'll use that data to justify building an integration ourselves, and engage in targeted co-marketing and co-selling initiatives.
Sales Executive
What do you like best about the product?
It's like magic - it just works. The back and forth of working with partners to securely share the right information and the right level of information can be a battle. With Crossbeam you come to an agreement with your partner, set the filters, access your systems and *boom* you have the list you agreed upon with the agreed upon level of detail.
What do you dislike about the product?
Crossbeam is a new concept, a new way of working with partners. It will take some time for some of your partners to get comfortable.
What problems is the product solving and how is that benefiting you?
Securely sharing joint accounts.
Crossbeam is a user-friendly asset for Clearbanc!
What do you like best about the product?
I like how user-friendly the platform is. I learned how to use the platform mostly on my own, but the Crossbeam team has also been very helpful in quickly answering my questions (and sending blog posts for extra clarity!). They've even set up calls to walk through new features I wasn't aware of. Once I learned how to do it, the sub-accounts are really handy.
What do you dislike about the product?
I can't think of anything I do not like.
What problems is the product solving and how is that benefiting you?
I like using Crossbeam to compare overlaps with new partners because it helps us kickstart the relationship with them. By strategically comparing prospects and customers, we know the optimal people to target for co-marketing initiatives. It makes it easier for every partner to know who to make introductions to, as well. Also, if partners don't want to integrate their CRMs, they have the option to upload CSVs — it makes it so easy.
I refer every partner manager I speak with to Crossbeam!
What do you like best about the product?
I love how easy it is to integrate with your CRM and how Crossbeam facilitates mutual customer mapping, so you don't need to go around sharing your entire customer list with every partner.
What do you dislike about the product?
Can't think if anything I dislike about the platform. The tool and Crossbeam team are amazing! Shout out to Julian and Dane!
What problems is the product solving and how is that benefiting you?
I use customer mapping as a large factor in determining which integrations to prioritize, so it's really helpful to get that information quickly and seamlessly.
Fantastic software that has a direct impact on growth
What do you like best about the product?
The data the software is able to surface is incredibly valuable, and it does it in a way that is visual and incredibly easy to take next steps on.
What do you dislike about the product?
We wish there was a mobile app so that we could use it more. With many days where mobile phones/tablets rule the world, having a native mobile app would be incredibly helpful and allow us to engage with Crossbeam more.
What problems is the product solving and how is that benefiting you?
When you collaborate with partners, it can sometimes be overwhelming to talk about potential opportunities that exist in your mutual pipeline. Crossbeam solves this issue by integrating with CRMs (or via CSV upload) and surfacing the opportunities that exist -- all based on the criteria that you select.
Crossbeam is an amazing tool for partner collaboration!
What do you like best about the product?
Crossbeam supports account mapping at scale. It makes it easy to create different populations of data, set data sharing rules, and generate different reports. Its features are very useful for analyzing data and collaborating with internal team members.
What do you dislike about the product?
Generally, there aren't too many issues. However, I had partners who struggled with the data sharing rules and it took them a few notifications before they figured out how to share their populations with us. Also, the overlaps can be a lot since some partners have so many different populations and their naming systems can be difficult to comprehend.
What problems is the product solving and how is that benefiting you?
Instead of relying on spreadsheets, which can be messy and error prone, Crossbeam has really helped me streamline the account mapping process. I don't dread the process of doing cross-references for account mapping anymore since Crossbeam does that. It makes my job so much easier.
Diving deeper, the data from Crossbeam allows us to categorize and prioritize partnerships and partner initiatives. I'm able to take on many more account mapping exercises by leveraging Crossbeam. This results in many more partner conversations and projects.
Diving deeper, the data from Crossbeam allows us to categorize and prioritize partnerships and partner initiatives. I'm able to take on many more account mapping exercises by leveraging Crossbeam. This results in many more partner conversations and projects.
Secure and reliable account mapping.
What do you like best about the product?
I love that Crossbeam connects securely and directly with our CRM. We are able to easily connect with our partner ecosystem that leverages the software as well to generate reports, analyzing account overlaps with up-to-date data. The Crossbeam Team is always available for assistance and is flexible to work with.
What do you dislike about the product?
I wish Crossbeam had more features and dislike that you cannot save reports privately or easily search for other partners on the platform.
What problems is the product solving and how is that benefiting you?
Before Crossbeam, we had to manually cross-reference account lists that were time-consuming, stale, and tedious. We're able to do that in minutes with Crossbeam and also utilize the CSV upload functionality for partners not on the platform.
Recommendations to others considering the product:
Take advantage of the Free tier!
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