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5-star reviews ( Show all reviews )

    Information Technology and Services

Easy and efficient account mapping

  • December 08, 2022
  • Review provided by G2

What do you like best about the product?
The UI is great, it's easy to add new partners to the account, and you can share different amounts of information on a case by case basis.
What do you dislike about the product?
A clearer way to see what CRM integrations are live. And the fact that there's no pipedrive integration
What problems is the product solving and how is that benefiting you?
Account mapping - allows me to work with partners on deals without the admin


    Luc D.

Time saver and better collaboration with Partners

  • December 07, 2022
  • Review provided by G2

What do you like best about the product?
Account mapping is definitely a must have when you want to start a collaboration with a new partner and you want to gain some time. You can even discuss common deal early with the partner.
What do you dislike about the product?
The tool is not that easy to use at first. But between support and the academy, it's difficult to not use Reveal properly. I have to say that the academy is amazing.
What problems is the product solving and how is that benefiting you?
Like the title is saying, it's a huge time saver and it also map precisely so no need to search for hours or to multiply meetings to find what you are looking for.


    Stephanie O.

Crossbeam has been great for partnership collaborations. I am inviting new partners all the time!

  • December 06, 2022
  • Review provided by G2

What do you like best about the product?
Account overlap mapping is by far the best tool. I was doing this manually before Crossbeam!
What do you dislike about the product?
I'd like to be able to add more columns to the account mapping to differentiate product offerings.
What problems is the product solving and how is that benefiting you?
I was manually mapping overlapping accounts with partners. This has been game-changing for collaboration with our partners!


    Daniela B.

Fast overlap

  • December 06, 2022
  • Review provided by G2

What do you like best about the product?
The platform ability to be user friendly
What do you dislike about the product?
Partners who have to manually download CSV file is a bit difficult to figure out how to upload to make it efficient
What problems is the product solving and how is that benefiting you?
helping partner relationships scale


    Naomi B.

A must have product for a successful partnership program

  • December 06, 2022
  • Review provided by G2

What do you like best about the product?
Crossbeam enables partners to speak openly about the shared opportunity they have together. It takes away the awkward step of sharing a spreadsheet and enables open and effective discussion. Straight away, each partner can see where the value is or move on if there is no shared opportunity. It is also a fantastic tool for selling the importance of partnerships into the wider business.
They also have fantastic customer success that are there to empower all your teams to thrive with Crossbeam
What do you dislike about the product?
The least helpful thing about Crossbeam is when your partners don't use it. But even the the tool allows you to upload a csv file so you can still use their intuitive account mapping tool. There is a free version for those you want to work with but aren't ready to pay.
What problems is the product solving and how is that benefiting you?
Crossbeam is saving us so much time and energy. The broader company loves the insights it provides. It has become invaluable and central to everything we do in the partnerships team


    A. Waleed R.

What is this? 2003?! Stop with the spreadsheets!!!

  • December 06, 2022
  • Review provided by G2

What do you like best about the product?
The ease of direct account mapping, the accuracy of non-bolean errors, the convenience of automated alerts and notifications and the efficiency and scale of direct CRM (Salesforce) integration. My colleagues and partners are convinced that I'm on a vesting schedule with Crossbeam but alas, no, I just know how manual and antiquated partner ecosystems can be without Crossbeam. My Crossbeam account is referenced as often as my calendar. Once we get fully integrated, I anticipate usage to increase tremendously across the organization, which I hear is a rather simple process with loads of customer support.
What do you dislike about the product?
The lack of a mobile app. Sometimes I can get away with using my mobile browser but a native Android or iOS app would be a great help.
What problems is the product solving and how is that benefiting you?
Partners who sync with us on Crossbeam get first dibs on open opportunities where we overlap, this would have to otherwise happen by memory and random chance. That's not very scalable.


    Ravi V.

Best tool to show partnership value in seconds

  • December 06, 2022
  • Review provided by G2

What do you like best about the product?
I'm a huge fan of how easy it is for our partners to get their customer/prospect populations up on crossbeam and be able to immediately show them how many of their current customers use our platform.
What do you dislike about the product?
I have no actual dislikes of the service itself, but if I'm being picky, it takes a while for the exported report to show up in my inbox regardless of how many overlaps there are. And the email just includes a link back to the website. It just feels clunky compared to other export experiences.
What problems is the product solving and how is that benefiting you?
Crossbeam is solving the mystery of whether or not a data provider will be successful in our Marketplace. They are able to see which of their customers and prospects are already using Snowflake for their data warehousing needs.


    Shaun S.

Must-have for B2B partnership professionals

  • December 05, 2022
  • Review provided by G2

What do you like best about the product?
Working as a modern partnership professional without CrossBeam is like flying blind. The central concept of CrossBeam is the ability to share confidential customer data with prospective and current partners in a secure and controlled manner. This is an absolute game-changer as it allows you to gain access and visibility into data and information that was previously off-limits. Before CB, I was using excel spreadsheets and complicated programs to gain access to this type of information. Now, with the visibility that CB provides, it empowers our entire GTM approach with partners as we uncover commonalities/differences in accounts, business units, segments, markets etc. I couldn’t do my job without it.
What do you dislike about the product?
Overall the platform is very user-friendly, but there are some aspects of UI/UX that could be improved.
What problems is the product solving and how is that benefiting you?
CB is solving the problem of data sharing and collaboration in the partnerships space. Their account mapping and reporting features allow users to access previously coveted customer lists and data, allowing businesses to better understand potential outcomes and ROI from partner-related activities and motions. Their new Sales Edge feature seems to be solving the second pain point of easier collaboration between reps.


    Colin P.

Crossbeam grows my ecosystem with ease

  • December 05, 2022
  • Review provided by G2

What do you like best about the product?
Saves all those spreadsheets across various locations and more saves the hassle of chasing other people to look up account alignment.
What do you dislike about the product?
Nothing, I just need to get my partners onboarded, which Crossbeam make really easy to do, and free.
What problems is the product solving and how is that benefiting you?
Save time chasing other alliance managers who are busy to look up the account, AE, ISR, and provide that information for me to enable co-sell, cross sell, upsell.


    Shaun L.

Makes life easier, makes business more Intelligent

  • December 05, 2022
  • Review provided by G2

What do you like best about the product?
Simple, and efficient. It gets to many answers quickly and frees up resources
What do you dislike about the product?
Accuracy. I know this heavily dependant on our own data accuracy which isn't CB's fault, but just sharing this is the part that I dislike.
What problems is the product solving and how is that benefiting you?
Understanding the value a partner may or may not bring quickly and efficiently.