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A must have product for a successful partnership program
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
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
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Great way to connect with partners
What do you like best about the product?
Able to see the open opportunities when working with partners.
What do you dislike about the product?
The configuration and building out meaning reports
What problems is the product solving and how is that benefiting you?
Allows me to see which merchants that we can target in the partnership
What is this? 2003?! Stop with the spreadsheets!!!
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.
Excellent tool, constantly improving
What do you like best about the product?
Crossbeam allows us to easily compare our Customer, Prospect, and Opportunity data with our Partners. It significantly saves us time by matching up the data automatically vs. manually and allows us to have secure information flow without worrying about oversharing data with our Partners.
What do you dislike about the product?
Although Crossbeam constantly makes improvements, the reporting tool is lacking. When Partners make changes in their Populations (Say they remove and create a new Customer population) this does not automatically update our reports or trigger a notification to know something has been removed. There's also no Dashboards or any visuals that can be created and no way to connect to PowerBI
What problems is the product solving and how is that benefiting you?
They have made updates on how the tool receives the data from Google Sheets, so if I delete a row (say one row is no longer a customer) it will remove it from my populations. I can also see they have created new warnings for duplicate records and are working on logic to remove these - will be interesting to see how they resolve this as we may still want those duplicates to show (i.e we have to accounts for two subsidiaries with the same website, they aren't necessarily duplicates and the Unique ID should be taken into account)
Best tool to show partnership value in seconds
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.
Intuitive, reliable, and great support
What do you like best about the product?
Lots of features on free version makes it easier to persuade partners to initially join and share.
What do you dislike about the product?
For large companies, there's no insight into which division or geography is using it, teams we work with at those partners are often unaware of their use or who their Crossbeam admin is for getting info.
What problems is the product solving and how is that benefiting you?
Our channel partner lead is finding great value in pre-contract negotiations, just to assess the potential of the relationship and to close the partnership deals.
Great tool for account mapping with your partners
What do you like best about the product?
Easy & user friendly UI, great support from the crossbeam team, easy to onboard new partners
What do you dislike about the product?
Nothing to dislike! I really enjoy working on Crossbeam!
What problems is the product solving and how is that benefiting you?
Easy and quick account mapping with partners, quicks wins in identifying joint clients, opportunities and prospects, creating a joint business plan is much faster! No need for spreadsheets!
more help
What do you like best about the product?
helpful is the use of UI for various purposes
What do you dislike about the product?
the complexity to find help for topics we working on
What problems is the product solving and how is that benefiting you?
account mapping is essential for partnerships , we are able to identify new leads with partners
Must-have for B2B partnership professionals
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.
APAC for Crossbeam
What do you like best about the product?
I like the functionality of seeing overlapping accounts. Its good that a lot of my partners already use crossbeam.
What do you dislike about the product?
The UI could be a bit userfriendly, sometimes it gets confusing especially if my partner shares mutliple listings with me. It would also be great to see a list of accounts that are current customers of my partners that are not in my database and vice versa.
What problems is the product solving and how is that benefiting you?
Having an overview of overlapping accounts identifies opportunities.
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