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Crossbeam is an amazing tool for partner collaboration!
What do you like best about the product?
Crossbeam supports account mapping at scale. It makes it easy to create different populations of data, set data sharing rules, and generate different reports. Its features are very useful for analyzing data and collaborating with internal team members.
What do you dislike about the product?
Generally, there aren't too many issues. However, I had partners who struggled with the data sharing rules and it took them a few notifications before they figured out how to share their populations with us. Also, the overlaps can be a lot since some partners have so many different populations and their naming systems can be difficult to comprehend.
What problems is the product solving and how is that benefiting you?
Instead of relying on spreadsheets, which can be messy and error prone, Crossbeam has really helped me streamline the account mapping process. I don't dread the process of doing cross-references for account mapping anymore since Crossbeam does that. It makes my job so much easier.
Diving deeper, the data from Crossbeam allows us to categorize and prioritize partnerships and partner initiatives. I'm able to take on many more account mapping exercises by leveraging Crossbeam. This results in many more partner conversations and projects.
Diving deeper, the data from Crossbeam allows us to categorize and prioritize partnerships and partner initiatives. I'm able to take on many more account mapping exercises by leveraging Crossbeam. This results in many more partner conversations and projects.
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Secure and reliable account mapping.
What do you like best about the product?
I love that Crossbeam connects securely and directly with our CRM. We are able to easily connect with our partner ecosystem that leverages the software as well to generate reports, analyzing account overlaps with up-to-date data. The Crossbeam Team is always available for assistance and is flexible to work with.
What do you dislike about the product?
I wish Crossbeam had more features and dislike that you cannot save reports privately or easily search for other partners on the platform.
What problems is the product solving and how is that benefiting you?
Before Crossbeam, we had to manually cross-reference account lists that were time-consuming, stale, and tedious. We're able to do that in minutes with Crossbeam and also utilize the CSV upload functionality for partners not on the platform.
Recommendations to others considering the product:
Take advantage of the Free tier!
Crossbeam is the Account Mapping tool of the future
What do you like best about the product?
The potential of the platform to help with our channel strategy. Channel sales is identified as a big opportunity for our quickly scaling startup, and Crossbeam has been invaluable in helping us define a strategy to target Enterprise accounts shared across partner organizations.
What do you dislike about the product?
It's still a little clunky — the tool is going through some development, and I am excited to see where it is going.
What problems is the product solving and how is that benefiting you?
It is helping my leadership team understand the value of the Channel/Partner role. They're able to identify target accounts that they want to see within Deliverr's network. I've also learned that this is an effective way to get insight into partner orgs' CRMs without oversharing data.
Recommendations to others considering the product:
I definitely recommend Crossbeam to all partnerships professionals. I recommend partner managers speak with Julian on Crossbeam's team as he is very knowledgeable and helpful.
A must-have tool for partner go-to-market
What do you like best about the product?
Crossbeam removes need for the spreadsheet gymnastics we all hate. AND unlike spreadsheet targeting, Crossbeam is always on finding us new places to co-sell.
What do you dislike about the product?
More OOTB CRM integrations for non-salesforce partners
What problems is the product solving and how is that benefiting you?
Figuring out how to get reps working with reps when partners have different sales strategies, territories, etc, is complex. This helps us zero in and dramatically improves the velocity of field collaboration
Recommendations to others considering the product:
If you go to market with partners, Crossbeam is a must
Great platform and great customer support!
What do you like best about the product?
seamlessly shows your crossover accounts between partners in real time which is fantastic for partnership conversations. our Customer support rep Lauren is also very helpful and nice to work with.
What do you dislike about the product?
honestly I have nothing bad to say yet, but it would be great to have more of our partners on here!
What problems is the product solving and how is that benefiting you?
identifying accounts at specific stages which allows us to cross-sell and share information
Recommendations to others considering the product:
Get in touch with someone on their team to help guide you through the platform, and the more folks you have on there, the more interesting it is to run reports and track against!
Invaluable product for partnerships
What do you like best about the product?
The ability to control what is shared with my partners and the circumstances under which such information is shared.
What do you dislike about the product?
One is that they still aren't connected to Hubspot.
I also dislike the barrier to entry - this tool requires significant cost and onboarding time before we're able to see the benefits of a new partner on the platform.
Additionally, there is ground to make on user-friendliness & ease of use specifically of the "reports" feature but getting better with each update!
I also dislike the barrier to entry - this tool requires significant cost and onboarding time before we're able to see the benefits of a new partner on the platform.
Additionally, there is ground to make on user-friendliness & ease of use specifically of the "reports" feature but getting better with each update!
What problems is the product solving and how is that benefiting you?
Sharing information with partners in compliant and low-risk ways. We are able to share information with partners we otherwise would not be able to. Saved a lot of time of manual checking to determine what the overlaps are between our client base and a partner's, our prospects and a partner's existing customers, and other interesting overlaps.
Crossbeam influenced 6 figures worth of Closed deals within 4 months.
What do you like best about the product?
The best part about Crossbeam is that you can see results quickly. The product has a direct positive impact on my team’s goal of driving pipeline. In 4 months, we closed 6-figures and developed an even larger pipeline as a direct result of leveraging Crossbeam.
What do you dislike about the product?
I didn’t know the best way to use standard and custom populations at first. But Crossbeam’s customer success team has been amazing, and provides excellent support when I have questions around things like this.
What problems is the product solving and how is that benefiting you?
Not only does Crossbeam save us from the hassle of pulling data, but also it allows us to easily compare overlaps between us and our customers or partners. We know right away what accounts we should focus our efforts on, instead of muddling through a database of endless accounts. Driving revenue becomes so much easier.
Sharework fills a gap that had no answer before for Alliances, Channel and partnerships leaders
What do you like best about the product?
UX, Simplicity, business and sales oriented
What do you dislike about the product?
Honestly nothing - we just need more of their planned features
What problems is the product solving and how is that benefiting you?
Sharework automates account mapping and business opportunities reviews for business partners by comparing and matching CRM data. Simple, smart and drastically efficient. It's a perfect tool to detect business opportunities with your partners, assess the potential of each of your partners, qualify tech,ology ecosystem of your customers and prospects, and involve sales teams in operational collaboration with partners. It automates tasks that are tedious and time consuming before and it's a game changing tool to map your ecosystem and boost business collaboration with partners.
Best tool for partnerships with ROI
What do you like best about the product?
Sharework helps me to connect my CRM with my partners and easily reveal business opportunities and synergies. It's simple and secure. Very useful for account mapping and leverage my partners with a real ROI.
What do you dislike about the product?
Like every software, new features are coming to improve the product. I can't wait to see what's next on the roadmap !
What problems is the product solving and how is that benefiting you?
Leverage my partners with a real impact on my revenue.
How did I ever live without Crossbeam?!
What do you like best about the product?
Giving my account execs warm leads. I set up a report in Crossbeam and can deliver a steady stream of partner-sourced leads for my sales team. Mapping current customers, target accounts, and active opportunities against my partners' same populations is a breeze and makes for a super easy account swap so that both partners can easily bring mutual value to each other.
What do you dislike about the product?
My biggest wish is that even more partners were on the platform—but it's getting there. Once someone joins, it's really easy for us to test the waters with a partnership. I am confident that Crossbeam will soon be realized as an essential platform for most partnership teams—I'm looking forward to that day.
What problems is the product solving and how is that benefiting you?
I’m vetting partnerships (seeing how many shared customers we have before deciding whether to build an integration), swapping intros with partners (I have bi-weekly meetings with any of my partners to exchange accounts and make AE introductions), and spending way way less time in spreadsheets. Goodbye vlookup!
Recommendations to others considering the product:
Yes, it will help you fill your partner sourced pipeline ... but the time savings from using Crossbeam massive. I'm able to spend way more time in front of partners and on important projects, and that's something that made it an easy sell for my company. I used to have to do all the account mapping manually, now it happens automatically.
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