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Easy to use tool that accelerates sales alignment
What do you like best about the product?
We have been able to quickly identify cross-sell accounts with our business partners and start our co-selling initiaites. It also keeps us updated on changes in account status: like when our Partners win a new-logo.
What do you dislike about the product?
Obviously the quality and accuracy of the data being used impacts the results. Some of our Partners describe targets and prospects differently that we do, but even so, a bit of data cleansing is better than the old spreadsheet process.
What problems is the product solving and how is that benefiting you?
Who to target with our Partner eco-system. We focus on impactful business combination stories and we are looking for ways to segment the market and target our messaging.
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Easy to use tool
What do you like best about the product?
It makes mapping accounts with my partners very simple. The UI is easy, and the setup with SalesForce was super simple for me.
What do you dislike about the product?
As a subscribing customer I wish I could have data update in my CRM. There is a more expensive package that is a custom integration with SFDC, but it would be nice if there was some out-of-the-box mapping.
What problems is the product solving and how is that benefiting you?
Allows me to have visibility into account overlap with partners so we can have very targeted rep-to-rep collaboration.
Even in early days, Crossbeam has helped us better utilize our strategic Partnerships
What do you like best about the product?
Easy to cultivate and improve strategic partnerships; relatively easy to use; helpful Crossbeam contacts
What do you dislike about the product?
quibble - it would be nice to populate data from Crossbeam in to speciifc SFDC fields
What problems is the product solving and how is that benefiting you?
easier to access data from Partners without having to use spreadhseets
Crossbeam is a great tool for discovering mutual opps
What do you like best about the product?
I love Crossbeam for discovering opps. It helps build trust within the partner ecosystem and create a network effect of opportunity building. It simplifies the process of sharing lead, opps and customers. (Who wants to see another shared google doc?)
What do you dislike about the product?
There is nothing I dislike about Crossbeam. It is more about how others use it and a reliance on it instead of old-fashioned trust building exercises. The ability to export data has been limited... I get it, it helps hyper focus our expectations and profiling.
What problems is the product solving and how is that benefiting you?
It is time saving for discovery calls.
Sales team uncovered partners with deeper relationships that led to more wins and more revenue
What do you like best about the product?
Crossbeam was used at a tech (SAAS) company with a partner resell network and direct sales focus.
- Found partners with higher-up relationships to help bring in and win business, faster
- Found partners with cross-departmental relationships and expanded usage
- Removes manual account mapping process between two or multiple companies and is always up to date in real-time
- Qualifying new partners
Within the first 3 months, we had a large 6 figure deal but no access to the c-suite (our competitors did) Using Crossbeam we uncovered partners that had relationships, reached out and found a partner with c-suite relationships. We brought them in and won the business together. This one deal paid for the software, 20x.
- Found partners with higher-up relationships to help bring in and win business, faster
- Found partners with cross-departmental relationships and expanded usage
- Removes manual account mapping process between two or multiple companies and is always up to date in real-time
- Qualifying new partners
Within the first 3 months, we had a large 6 figure deal but no access to the c-suite (our competitors did) Using Crossbeam we uncovered partners that had relationships, reached out and found a partner with c-suite relationships. We brought them in and won the business together. This one deal paid for the software, 20x.
What do you dislike about the product?
The biggest challenge we faced wasn't necessarily due to Crossbeam's technology. I experienced challenges around partners that weren't willing to share, clean, and upkeep their data. Crossbeam has measurements in place to ensure the data doesn't become abused which most partners started to realize once they took baby steps into using the product. The ones who were onboard from the get-go were the ones we saw quick and early success with, together!
It takes work and time but in the end, it's all worth it.
It takes work and time but in the end, it's all worth it.
What problems is the product solving and how is that benefiting you?
Uncovering partners that can fill gaps in the sales process/customer journey to help win and maintain more business.
Avoiding missed opportunities through outdated account mapping processes
Helping internal partner and sales team build stronger relationships and alignment
Qualifying net new partners to create stronger strategic focus
Avoiding missed opportunities through outdated account mapping processes
Helping internal partner and sales team build stronger relationships and alignment
Qualifying net new partners to create stronger strategic focus
Essential Partner Product
What do you like best about the product?
Having used Crossbeam for the last three years I find this forms an essential part of my day-to-day management of my partner network. The ability to quickly vet potential partners without having to rely on oputdated spreadsheets is a huge bonus. For ongoing engagements, giving the sales team oversight of the available partners to progress their deals has helped to show the benefit that the partner team can deliver and fostered stronger ongoing relationships between the two teams.
What do you dislike about the product?
Honestly, I'm yet to find much that I don't like about the platform. Crossbeam's only just getting its presence in the UK set up, so hopefully we'll see some of the events of a similar calibre to those in North America, but other than that it's been a great experience using it.
What problems is the product solving and how is that benefiting you?
Crossbeam is integral to our account mapping process. It's sped up the vetting process for new partners, onboarding timelines, and ensured we can see new overlap opportunities immediately rather than on a semi-regular basis.
Essential Platform for creating real momentum through Partnerships!
What do you like best about the product?
Easy to use, control over data sharing, and tactical account mapping for generating partner leads!
What do you dislike about the product?
Not much. Sometimes the populations shared take a day to upload, but that does not slow me down at all.
What problems is the product solving and how is that benefiting you?
Account Mapping and Partner Revenue
Crossbeam Makes Your Job A Lot Easier
What do you like best about the product?
Seeing opportunities, customers and shared prospects and being able to make and receive logical introductions. It's a huge timesaver and makes everyone look good.
What do you dislike about the product?
It's only as good as the data provided by either party. That's not Crossbeam's problem, but it will be yours. Also, there is a learning curve. Navigation sometimes feels cumbersome.
What problems is the product solving and how is that benefiting you?
Crossbeam unearths otherwise unknown connections that can lead to business deals that may have taken months, if not years, to generate organically. It shortens the business cycle 2-3 fold
Great tool, room to improve
What do you like best about the product?
Slack integration for finding prospects that work with our partners
What do you dislike about the product?
Mixed batch of tech and not always the most up to date on the tech used by prospects
What problems is the product solving and how is that benefiting you?
Easy access to some of the tech we partner with
Expand the Impact of Partners Across Your Org and Ecosystem
What do you like best about the product?
Crossbeam’s Salesforce custom object and widget are a game changer for driving the adoption of their data across your internal teams. If this data were not easy to view or create processes around, reps would not fully leverage a tool like this. But through Crossbeam’s custom object, I created numerous dashboards and reports directly in Salesforce, where our reps live.
Our SDRs/AEs use these dashboards and reports to prioritize their prospect accounts, and managers use these to facilitate pipeline reviews to ensure reps take advantage of partners in every step of their deal cycles. Our PS/CS teams are now using these reports and dashboards to drive the adoption of our integrations during initial customer implementations and follow-up account review calls.
Their Salesforce custom object also allows us to develop complex workflows in LeanData to drive advanced notifications (both internally and externally), create SLAs and tasks for our reps, and drive creative partner use-cases across our teams.
Our SDRs/AEs use these dashboards and reports to prioritize their prospect accounts, and managers use these to facilitate pipeline reviews to ensure reps take advantage of partners in every step of their deal cycles. Our PS/CS teams are now using these reports and dashboards to drive the adoption of our integrations during initial customer implementations and follow-up account review calls.
Their Salesforce custom object also allows us to develop complex workflows in LeanData to drive advanced notifications (both internally and externally), create SLAs and tasks for our reps, and drive creative partner use-cases across our teams.
What do you dislike about the product?
Partners have too much control over their populations and how they are defined. So the standard “Open Opportunities” population for one partner may be specific to New Business, while another partner may have New Business, Upsell, and Renewal opportunities in this population.
What problems is the product solving and how is that benefiting you?
Where do I begin? It allows my team to drive value across our organization and showcase how valuable partner ecosystems are. The value of partner ecosystems is more important today than ever, but for some organizations, you need a tool like Crossbeam to help showcase this value. Crossbeam is helping us reduce customer churn by connecting with relevant Consulting Partners when a mutual customer’s account health drops, prioritizing joint value messages to the most relevant prospects, driving integration adoption, informing Consulting Partners when their clients are in an active deal cycle with us, and the list goes on.
Simply put, our teams would not be as productive nor effective as we are today without Crossbeam.
Simply put, our teams would not be as productive nor effective as we are today without Crossbeam.
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