Crossbeam Partner Ecosystem Platform
CrossbeamExternal reviews
270 reviews
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A must-have partnership software
What do you like best about the product?
The UX/UI of the platform is just great.
Its simplicity is perfect and its account mapping overlap features is just a must-have for any partnership manager out there to complete its daily job.
Its simplicity is perfect and its account mapping overlap features is just a must-have for any partnership manager out there to complete its daily job.
What do you dislike about the product?
Nothing, the tool is useful in my day-to-day job, and the platform's UX/UI is just great. Everything is smooth.
What problems is the product solving and how is that benefiting you?
Crossbeam helps me manage common pipeline with my partners and quickly identify target accounts / common clients to perform my role on a daily basis.
Unlock revenue and relationships
What do you like best about the product?
The platform is incredibly valuable. What a concept. The matrix is critical. Connections directly to the CRM make this a real-time insights tool for us, and our entire company and team.
What do you dislike about the product?
Some hesitancies by some partners to share data... this isn't on Crossbeam, but anything that can be built in to help with this e.g. "auto NDA", would be amazing.
What problems is the product solving and how is that benefiting you?
The platform allows our sales and partnerships team to unlock relationships -- we can help our partners, which is the most valuable action we can take to grow business together. This platform 100% enables this.
A great tool for those seeking to strengthen partnerships!
What do you like best about the product?
It is easy to use and the layout is clean and simple. I can easily connect with known and unknown partners alike so that I can easily grow my partnership network.
What do you dislike about the product?
I have not found anything to complain about.
What problems is the product solving and how is that benefiting you?
I am able to have insights into the crossover between my organization and those of my partners or potential partners if a formal relationship is not in place.
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
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
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.
Must have! Full integrate this tool into your sales & CSM team to get full partner traction!
What do you like best about the product?
Reveal has features that save me time! Their marketplace allows me to see if a partnership makes sense just off the overlap %. That tells me if I should reach out or if the potential partner has reached out, does a convo makes sense. This has saved me 10+ 30 minute calls. I also use this info for hunting for new partnerships. In addition, I think the way Reveal prices makes them a more attractive solution than their closest competitor.
What do you dislike about the product?
The only thing I can add here is I like the way they do their filtering/reporting, but if you are used to making reports, it doesn't look like Reveal does that. Yet the way they do their "reports" is by simply leveraging filtering in the 360 Mapping. Which I love, but it wasn't made clear to me initially and required a call with my rep to walk me through it.
What problems is the product solving and how is that benefiting you?
We have Reveal fulling integrated into our Salesforce instance. This has given me the ability to get Reveal in front of our AE, SDR, BDR & CX teams faster & way more efficiently. I've done trainings with every team that will touch Reveal on how to leverage it to drive sales & renewals. In addition, our teams use the info to reach out to the partner to discuss the account. I call it "co-intel" vs. "co-selling". Our sales team is able to connect with the partner's CSM team to find out things like, who is the decision maker, what was their buying process and anything else that might be useful in the sales cycle. Reveal has shortened the gap in our sales cycle, increased conversion and increased our probability of making a sale.
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.
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