Crossbeam Partner Ecosystem Platform
CrossbeamExternal reviews
391 reviews
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Great tool for collaborating with partners
What do you like best about the product?
Crossbeam is easy to set up with salesforce data.
You can invite your partners to share their data in the platform.
You can easily view overlapping customers, open opps, and prospects.
You can invite your partners to share their data in the platform.
You can easily view overlapping customers, open opps, and prospects.
What do you dislike about the product?
The free version used to have more functionality that was helpful such as downloading reports, and that is no longer available. I had promised a partner that I could do some account mapping for them just to find out the feature was no longer available.
What problems is the product solving and how is that benefiting you?
Crossbeam promotes transparency for account mapping with our partners. Without crossbeam we would do manual spreadsheet sharing.
Crossbeam is a MUST for Partnerships!
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?".
Revolutionised the way map referrals with partners
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.
A great tool for uncovering partnerships
What do you like best about the product?
Easy to use, integrates well with Slack.
What do you dislike about the product?
Couldn't fina any, to be honest...........
What problems is the product solving and how is that benefiting you?
Helping me find other partners within accounts so I can build a good combined offering for my customers
Game-changing Partner Platform
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.
Great resource for our partnerships
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.
You cannot do Partnerships in an efficient and impactful without Reveal !
What do you like best about the product?
Easy to set up, amazing UI (they really nailed the usability), great way to build your pipeline into reveal as opposed to have to export to Excel, and an amazing team to support proactively!
What do you dislike about the product?
Nothing, they are already proactive and willing to take requests for new features to their product team.
What problems is the product solving and how is that benefiting you?
More efficient account mapping, help to prioritise accounts, can quicky see what other partners overlap with a given org to that I can be more strategic
It's true. Who shares wins. Near-bound is the way forward.
What do you like best about the product?
The service from the team is excellent, the product is outstanding and can really help drive near-bound sales. I'm hoping it'll become our most effective channel in time.
What do you dislike about the product?
There's very little to dislike. In an ideal world, I'd like more connected sources to connect and maintain data accuracy and data synch but actually, it's pretty amazing and very easy to update a data file for upload if you're not on Hubspot or Salesforce.
What problems is the product solving and how is that benefiting you?
It allows you to see where we're winning,your partners are winning and can improve the data you hold on prospects as well as clients. We have opportunities with partners we can investigate better and it improves focus for conversations with partners.
Great easy-to-use product, and hands-on team!
What do you like best about the product?
The product gets the job done and is very simple to use. The team is also very supportive and helpful throughout the full process.
What do you dislike about the product?
Not applicable - haven't run into any issues.
What problems is the product solving and how is that benefiting you?
Client mapping exercise with partners.
Essential tool to really make account mapping automated and collaborative
What do you like best about the product?
The direct connection with our CRM (Hubspot) makes it so easy to have updated info and the directory is super useful to get access to the right partners in a few clicks.
What do you dislike about the product?
No actual downside, the main issue is that it became so useful we are now the impression of losing time with partners not using it.
What problems is the product solving and how is that benefiting you?
Considering it's a free tool, it really skyrockets our ability to get values from our partners, especially efficient pipeline sharing and access to the right intel
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