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Essential for any partnerships team in the eCommerce ecosystem!
What do you like best about the product?
Using prospect and client overlaps saves us an enormous amount of time. Not only does this help identify prospects for us to go after together but it can easily show us a list of clients we can create marketing materials around. It's still an extremely efficient tool in helping us set the foundation for partnerships (or even find out whether partnering makes sense in the first place).
What do you dislike about the product?
Their salesforce connector is robust, but it takes a couple of hours to update accurately. Sometimes we'll have to schedule another call to go through overlaps in data with a partner since it's not done in real time. However, it's still an extremely efficient tool in helping us set the foundation for partnerships (or even find out whether partnering makes sense in the first place). We're saving way more time than we were using excel sheets and CRM exports.
What problems is the product solving and how is that benefiting you?
Crossbeam helps us determine if there's enough market overlap to pursue a meaningful partnership with our technology partners at Nosto. Once we decide we're good partners, we rely on crossbeam to help us find prospects that make sense to go after together (co-selling) and mutual clients we can market with. We also use Crossbeam to match our opportunities with our partners' clients. It is super helpful in our partnership sales strategy.
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Great to have a visibility on my prospects in the tech stack
What do you like best about the product?
I like best to see status for each of our partners
What do you dislike about the product?
I dislike or missing more context and more partners
What problems is the product solving and how is that benefiting you?
helping me in preparation to be seen as a professional who cares over his prospects
Must Have for Alliances
What do you like best about the product?
Before Crossbeam, our teams were doing account mapping exercises through spreadsheets, which was a very manual process. Connecting to our Salesforce instance and automatically mapping across our customers and prospects saves an enormous amount of time. We can now automate this motion, quickly identifying similarities with our partners and focusing on more significant initiatives simultaneously.
What do you dislike about the product?
One challenge we encounter is situations where our data points differ from a partner's data and can sometimes create mismatches. Another thing that would be helpful to fix is identifying an opportunity at the account level related to their customer status (paying customer, trial, prospect, etc). Sometimes our customers show up as open opportunities because we have an upsell in the system. As we typically look at partners for net new business it would be great to classify if an account is a customer, they only show up in the customer field and not open opportunities.
What problems is the product solving and how is that benefiting you?
Crossbeam is saving the biggest challenge, which is the manual process of account mapping. We work with organizations that have 1,000+ partner managers. When those partner managers send us a list of their territoried accounts, it could be several hundred. Our team can't manage that, so having Crossbeam automate this process and identify the relevant 3-10 accounts on that list saves us so much time.
Essential for B2B Partnerships
What do you like best about the product?
Great tool to map accounts with a new partner to understand true overlap in our end customers as well as the most productive approach to engaging mutual customers and opportunities post-partnership agreement. The tool is very well designed and the team I have worked with are always helpful.
What do you dislike about the product?
Breaking down the pricing in more modular components may make it more accessible to startups that only require certain additional features beyond the basic package. I would also focus on streamlining and making the CSV upload as easy as possible to enable larger firms to test the product prior to a SFDC direct connection - this is the fastest way to prove out the value of the tool and an easy UX could lead to more early adoption.
What problems is the product solving and how is that benefiting you?
Cross reference clients, pipelines and connect key stakeholders to accelerate joint deals. Without Crossbeam you are stuck in a slow and ineffiecient exchange of key customers making a partnership slow and, in most cases, hard to engage.
Crossbeam has been a great asset to our channel sales organization.
What do you like best about the product?
Really a fan of the user interface, simplicity, and the excitement and willingness of the Crossbeam success team to help with issues and brainstorm use cases for us!
What do you dislike about the product?
I don't like that I cannot delete reports/populations/data sources in bulk. It gets pretty inconvenient to have to delete one by one.
What problems is the product solving and how is that benefiting you?
Solving a big account mapping and total picture view of our customer and prospect accounts in the channel sales org.
Good account mapping
What do you like best about the product?
Easy to use and review the accounts shared with partners.
Recently discovered the option to comment under a specific account to view that with partners.
Although, prefer how Reveal looks
Recently discovered the option to comment under a specific account to view that with partners.
Although, prefer how Reveal looks
What do you dislike about the product?
Potentially, not using the functionality to its most!
Would love to do more once we have mapped the accounts with the partner
Additionally, sometimes data seems to be incorrectly displayed
Would love for the team to work on Crossbam more too.
Would love to do more once we have mapped the accounts with the partner
Additionally, sometimes data seems to be incorrectly displayed
Would love for the team to work on Crossbam more too.
What problems is the product solving and how is that benefiting you?
Understanding and evaluating whether Fresh Relevance is a good match with the potential partner and vice versa.
Account mapping and identifying where leads can be introduced.
Account mapping and identifying where leads can be introduced.
Crossbeam saves us so much time with our partners
What do you like best about the product?
Crossbeam makes is very easy to know who my partners customers are and how who owns each account. Really great in identifying sales prospects with partner relationships
What do you dislike about the product?
Very little....the hardest part is getting your partner to begin using the tool and uploading their Salesforce info.
What problems is the product solving and how is that benefiting you?
Crossbeam helps us know which accounts to approach and which accounts where it's ideal for us to highlight our product integrations.
Crossbeam has become an essential to for Partnerships
What do you like best about the product?
Crossbeam has made account mapping simple. Any tool that replaces a very manual, inaccurate process with something that is a pleasure to use and always updated, is an easy win.
What do you dislike about the product?
There are a few tweaks that could make the interface easier to use. However, I do think the team has done a fantastic job listening to use feedback and making great updates
What problems is the product solving and how is that benefiting you?
Crossbeam solves one of the toughest problem in the partnership world. It allows companies to easily connect Salesforce instances to do account mapping. This replaces a manual process of exchanging spreadsheets. Crossbeam goes even further by allowing you to create populations around customer, prospects, and other custom products. This allows account mapping to go much deeper than any manual exchange of data. The other great part is that Crossbeam's connection allows this data to be kept up to date--no more stale spreadsheets.
Critical in Partnership Success
What do you like best about the product?
The easy interface and data export/import capabilities make this tool great, regardless of a heavy technical background.
What do you dislike about the product?
A landscape overview or an analytics dashboard of my partner activity would be excellent.
What problems is the product solving and how is that benefiting you?
Sizing up and prioritizing partnership opportunities.
Super useful tool
What do you like best about the product?
Cross-referencing accounts with partners is so much easier. I'm delighted someone has solved this v specific pain point. Once we're up and running with a partner on Crossbeam, it's like turning on a light bulb. It consistently helps prioritise which partnerships to spend time on - and which accounts we should work on with those partners.
What do you dislike about the product?
Configuring Crossbeam with your CRM to ensure it pulls the right data could be clearer. I talk about Crossbeam with all my partners. The biggest blocker is my partners being slow in figuring out how to set it up.
What problems is the product solving and how is that benefiting you?
Cross-referencing accounts with partners is so much easier. I'm delighted someone has solved this v specific pain point. Once we're up and running with a partner on Crossbeam, it's like turning on a light bulb. It consistently helps prioritise which partnerships to spend time on - and which accounts we should work on with those partners.
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