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Crossbeam is the Account Mapping tool of the future
What do you like best about the product?
The potential of the platform to help with our channel strategy. Channel sales is identified as a big opportunity for our quickly scaling startup, and Crossbeam has been invaluable in helping us define a strategy to target Enterprise accounts shared across partner organizations.
What do you dislike about the product?
It's still a little clunky — the tool is going through some development, and I am excited to see where it is going.
What problems is the product solving and how is that benefiting you?
It is helping my leadership team understand the value of the Channel/Partner role. They're able to identify target accounts that they want to see within Deliverr's network. I've also learned that this is an effective way to get insight into partner orgs' CRMs without oversharing data.
Recommendations to others considering the product:
I definitely recommend Crossbeam to all partnerships professionals. I recommend partner managers speak with Julian on Crossbeam's team as he is very knowledgeable and helpful.
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A must-have tool for partner go-to-market
What do you like best about the product?
Crossbeam removes need for the spreadsheet gymnastics we all hate. AND unlike spreadsheet targeting, Crossbeam is always on finding us new places to co-sell.
What do you dislike about the product?
More OOTB CRM integrations for non-salesforce partners
What problems is the product solving and how is that benefiting you?
Figuring out how to get reps working with reps when partners have different sales strategies, territories, etc, is complex. This helps us zero in and dramatically improves the velocity of field collaboration
Recommendations to others considering the product:
If you go to market with partners, Crossbeam is a must
Great platform and great customer support!
What do you like best about the product?
seamlessly shows your crossover accounts between partners in real time which is fantastic for partnership conversations. our Customer support rep Lauren is also very helpful and nice to work with.
What do you dislike about the product?
honestly I have nothing bad to say yet, but it would be great to have more of our partners on here!
What problems is the product solving and how is that benefiting you?
identifying accounts at specific stages which allows us to cross-sell and share information
Recommendations to others considering the product:
Get in touch with someone on their team to help guide you through the platform, and the more folks you have on there, the more interesting it is to run reports and track against!
Invaluable product for partnerships
What do you like best about the product?
The ability to control what is shared with my partners and the circumstances under which such information is shared.
What do you dislike about the product?
One is that they still aren't connected to Hubspot.
I also dislike the barrier to entry - this tool requires significant cost and onboarding time before we're able to see the benefits of a new partner on the platform.
Additionally, there is ground to make on user-friendliness & ease of use specifically of the "reports" feature but getting better with each update!
I also dislike the barrier to entry - this tool requires significant cost and onboarding time before we're able to see the benefits of a new partner on the platform.
Additionally, there is ground to make on user-friendliness & ease of use specifically of the "reports" feature but getting better with each update!
What problems is the product solving and how is that benefiting you?
Sharing information with partners in compliant and low-risk ways. We are able to share information with partners we otherwise would not be able to. Saved a lot of time of manual checking to determine what the overlaps are between our client base and a partner's, our prospects and a partner's existing customers, and other interesting overlaps.
Crossbeam influenced 6 figures worth of Closed deals within 4 months.
What do you like best about the product?
The best part about Crossbeam is that you can see results quickly. The product has a direct positive impact on my team’s goal of driving pipeline. In 4 months, we closed 6-figures and developed an even larger pipeline as a direct result of leveraging Crossbeam.
What do you dislike about the product?
I didn’t know the best way to use standard and custom populations at first. But Crossbeam’s customer success team has been amazing, and provides excellent support when I have questions around things like this.
What problems is the product solving and how is that benefiting you?
Not only does Crossbeam save us from the hassle of pulling data, but also it allows us to easily compare overlaps between us and our customers or partners. We know right away what accounts we should focus our efforts on, instead of muddling through a database of endless accounts. Driving revenue becomes so much easier.
How did I ever live without Crossbeam?!
What do you like best about the product?
Giving my account execs warm leads. I set up a report in Crossbeam and can deliver a steady stream of partner-sourced leads for my sales team. Mapping current customers, target accounts, and active opportunities against my partners' same populations is a breeze and makes for a super easy account swap so that both partners can easily bring mutual value to each other.
What do you dislike about the product?
My biggest wish is that even more partners were on the platform—but it's getting there. Once someone joins, it's really easy for us to test the waters with a partnership. I am confident that Crossbeam will soon be realized as an essential platform for most partnership teams—I'm looking forward to that day.
What problems is the product solving and how is that benefiting you?
I’m vetting partnerships (seeing how many shared customers we have before deciding whether to build an integration), swapping intros with partners (I have bi-weekly meetings with any of my partners to exchange accounts and make AE introductions), and spending way way less time in spreadsheets. Goodbye vlookup!
Recommendations to others considering the product:
Yes, it will help you fill your partner sourced pipeline ... but the time savings from using Crossbeam massive. I'm able to spend way more time in front of partners and on important projects, and that's something that made it an easy sell for my company. I used to have to do all the account mapping manually, now it happens automatically.
An essential part of my partnership workflow
What do you like best about the product?
I used to create several massive spreadsheets with my partners to tediously try and notify customers and overlaps in data. Now I just do it in seconds using Crossbeam. It’s saved me so much time
What do you dislike about the product?
Some minor quirks, but each time it’s handled quickly by the Crossbeam team. They’re quickly iterating and improving the platform every week and always open to suggestions from myself and other users.
What problems is the product solving and how is that benefiting you?
I’m vetting partnerships, account mapping, and co-marketing more efficiently than ever. I use Crossbeam to source partner events, webinars, case studies & more. I use Crossbeam’s Slack app to help my AEs and CSMs align with partners in our shared channels. And I use Crossbeam’s reports to see exactly how many customer overlaps I have with partners.
Recommendations to others considering the product:
I would highly recommend giving Crossbeam a try. There is nothing to lose, only to gain! Crossbeam has helped make my job as a Partner Account Manager so much more efficient.
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