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Intelligent Account Mapping and insights
What do you like best about the product?
There are many things that I like about Reveal! To start with, I like the user interface, which is intuitive and easy to navigate around, and that is also the feedback we get from our partners that we invite to use Reveal.
Reveal makes account mapping a breeze, and getting that 360c overview is so valuable and makes it much easier to prioritize the most important accounts for you and your partner(s).
The integration to HubSpot and how it is possible to enable Sales and CX about important information they can use to add value to your customers and prospects are very valuable to us.
Lastly, we appreciate the 360 views of our partners that we are connected with in Reveal. This functionality gives us even better insights into the tools our customers and prospects use and how we might fit, or the partner, in their tech stack so we become more relevant in our conversations with them. It can also give us a hint as to where we should prioritize future integrations.
Reveal makes account mapping a breeze, and getting that 360c overview is so valuable and makes it much easier to prioritize the most important accounts for you and your partner(s).
The integration to HubSpot and how it is possible to enable Sales and CX about important information they can use to add value to your customers and prospects are very valuable to us.
Lastly, we appreciate the 360 views of our partners that we are connected with in Reveal. This functionality gives us even better insights into the tools our customers and prospects use and how we might fit, or the partner, in their tech stack so we become more relevant in our conversations with them. It can also give us a hint as to where we should prioritize future integrations.
What do you dislike about the product?
We have been using Reveal for about a year, with a combination of the free version and in late 2022, the paid version, and so far, so good.
Whenever we have some feedback, we feel that the Reveal team listens and do what they can to fix it or put it on the roadmap.
Whenever we have some feedback, we feel that the Reveal team listens and do what they can to fix it or put it on the roadmap.
What problems is the product solving and how is that benefiting you?
It solves the challenge of doing efficient account mapping, meaning no more excel sheets, but always up to date and in a more dynamic way, saving both our partners and us a lot of time!
It gives us that "birds view" of what is happening in our partner ecosystem and how we can contribute to our partners, our mutual customers and relevant prospects - knowledge that would be more difficult to obtain before, if at all, and for sure take up more of our time.
It gives us that "birds view" of what is happening in our partner ecosystem and how we can contribute to our partners, our mutual customers and relevant prospects - knowledge that would be more difficult to obtain before, if at all, and for sure take up more of our time.
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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
A must have for increase your opportunies of partnerships !
What do you like best about the product?
Easy interface
A looot of companies use it
French company ;)
The account managment team
A looot of companies use it
French company ;)
The account managment team
What do you dislike about the product?
The free version is very limited, but it's normal :)
We can't edit our data source (imported thanks to hubspot API)
We can't edit our data source (imported thanks to hubspot API)
What problems is the product solving and how is that benefiting you?
It's so hard to manage a lot of partnership without a tool like reveal.
Opens up a world of opportunities!
What do you like best about the product?
The simplicity and the speed of being able to find and connect with potential partners.
What do you dislike about the product?
It would be good to send multiple connection requests with the same intro message
What problems is the product solving and how is that benefiting you?
Understanding who else our customers use in their tech stack
An amazing tool for partnerships
What do you like best about the product?
I have access to all the potential partners I want to work with and their customers to understand how good a partnership would be.
What do you dislike about the product?
I'm not sure if this already exists but, to be able to section partners per field they work in.
What problems is the product solving and how is that benefiting you?
It allows me to see if the partner I'm interesting in working with, has common customers with me and that we work in a similar market.
A game changer
What do you like best about the product?
Reveal helps me assess the opportunity with potential partners—allowing me to lean into partnerships that can drive the most value for my company. Reveal helps to bridge the gap between partnerships and sales, allowing for opportunity advancement and creation.
What do you dislike about the product?
Honestly, I haven't found a single thing yet.
What problems is the product solving and how is that benefiting you?
Reveal connects my partner ecosystem with my larger organization—removing me as a bottleneck to sales advancement. It also helps to encourage partner adoption across my organization with Reveal's "meet them where they are" approach.
A must have tool when you work in Partnerships
What do you like best about the product?
Reveal is a must-have tool for any Partner Manager.
I love that I can do real-time account mapping with a partner in seconds.
I love that I can do real-time account mapping with a partner in seconds.
What do you dislike about the product?
There are still things to improve, even though the tool is great.
I would recommend making the filter views or filtering, in general, a bit more user-friendly.
I would recommend making the filter views or filtering, in general, a bit more user-friendly.
What problems is the product solving and how is that benefiting you?
Doing account mapping and assessing a partnership can be time-consuming or difficult if you don't have access to the right data, but you can do all of that with Reveal as long as you connect with your partners in the platform.
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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