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How to share Sales Pipelines in 1 Step
What do you like best about the product?
Features for detecting overlapping opportunities with partners
Reports & alerts
Native connector with Dynamics 365
Very close to their customers
Reports & alerts
Native connector with Dynamics 365
Very close to their customers
What do you dislike about the product?
Convincing partner to use it ;-)
Could be great to have a feature to share more publicly Sales Pipelines
Could be great to have a feature to share more publicly Sales Pipelines
What problems is the product solving and how is that benefiting you?
Sharing my Opportunities, Prospects and Customers with my partner without having to send Excel files every month.
Having reports & alerts about overlapping records
Having reports & alerts about overlapping records
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Great technology, a must have for strategic partnerships
What do you like best about the product?
It's an amazing accelerant for expanding partnerships and creating value once you have the process and shared value unlocked. It helped save me headcount due to how painful our previous process was account mapping.
What do you dislike about the product?
Its price is expensive and it's difficult to navigate the internal security conversations with IT and Operations.
What problems is the product solving and how is that benefiting you?
Saves so much time when it comes to account mapping and identifying account owners at partners
Excellent platform
What do you like best about the product?
The platforms data sharing, mapping and account information, ease of use, helpful team and great content.
What do you dislike about the product?
I haven't explored the full capacity of Crossbeam, at this stage I do not have anything I dislike about the platform, there are still many things to learn.
What problems is the product solving and how is that benefiting you?
The challenge of account mapping large sets of data, Crossbeam provides visibility of any overlaps and great insights.
Fan of Crossbeam!
What do you like best about the product?
It is an excellent tool for North American companies using overlap partner CRM insights to determine who to prospect, what messaging to use (leveraging partnership/integration messaging), or even to identify co-selling opportunities.
What do you dislike about the product?
Nothing at the current moment. Still exploring all the benefits of the tool and how to leverage it best internally and externally.
What problems is the product solving and how is that benefiting you?
We use Crossbeam for a number of purposes - mostly around partner ecosystem management and value measurement of partnerships (that we have access to data and overlaps). We also leverage for sales intelligence and co-selling motions.
Great Service!
What do you like best about the product?
I enjoy using their software to cross-reference partner client databases with ours. They make it so incredibly easy to do this.
What do you dislike about the product?
Nothing. It is very easy to use and super helpful.
What problems is the product solving and how is that benefiting you?
They are allowing my organization to form more and more intelligent partnerships with complimentary software companies.
Easy onboarding and amazing support from the CSM team
What do you like best about the product?
Our team is excited about using crossbeam around partner influence. The implementation was very seamless, and the tool overall is impressive. Enabling the sales team was also easy, thanks to the fantastic product.
What do you dislike about the product?
We love everything about Crossbeam; one con is the dupes in the crossbeam on the crossbeam object. The team mentioned they are working on this!
What problems is the product solving and how is that benefiting you?
Giving partner team more access to other partner data. Enabling GTM teams to use partner teams to assist deal and growing all partnerships.
Crossbeam Review
What do you like best about the product?
Crossbeam is easy to navigate and identify information that is helpful to my business needs. Great platform easy to understand.
What do you dislike about the product?
I have no complaints about crossbeam adding data or updating information is a breeze.
What problems is the product solving and how is that benefiting you?
Multi updating information versus singlaur updates. Makes transiting data easy to be added or changed
One of most important tools
What do you like best about the product?
Crossbeam offers so many tools that we wouldn't be able to find anywhere else. We rely on the data and insights we can gain through the platform to do our job well.
What do you dislike about the product?
It took our team a little while to come up to speed with the platform and ayatem, but after that, it was seamless.
What problems is the product solving and how is that benefiting you?
Insights within our industry, connection to new markets and a deeper understanding of our partner's and how they interact in the marker
Crossbeam is a life saver
What do you like best about the product?
Crossbeam has drastically enhanced my day-to-day by automating account mapping; I can now identify opportunities more efficiently and make quick decisions on where we should spend our time.
What do you dislike about the product?
The portal could be a bit more user-friendly, it took me a few tries to learn how to upload our client/prospect lists and have them in the correct format.
What problems is the product solving and how is that benefiting you?
Evaluating and qualifying Partnership opportunities starts with seeing how many common clients/ prospects your company has with the partner in question. Crossbeam automates that whole process so there isn't a question of "is this worth our time?" for a sector of the business that isn't as cut-and-dry as sales.
Loving Crossbeam!
What do you like best about the product?
Crossbeam is saving our team tens of hundreds of hours monthly regarding account mapping. Being able to put our time into building relationships and prospecting rather than account mapping is an absolute game changer for not only our partnership team but our organization as a whole.
What do you dislike about the product?
Nothing yet! We are at the beginning stages of utilizing the platform but have enjoyed everything from the UI to the customer support we received throughout the process.
What problems is the product solving and how is that benefiting you?
Cutting down time account mapping with partners. The ability to create reports and only show the information applicable to each partner within a free platform is something we are so thankful for!
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