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Fast Automated Account Mapping to Manage and Activate Your Partner Ecosystem!
What do you like best about the product?
1) Intuitive setup process: Create your Populations, add/invite your Partners, and dive into your overlaps with partners and Reports!
2) Simple and easy to view partner overlaps for you to drive different activation plays
3) Crossbeam to HubSpot (CRM) integration is fast and accurate - it rocks!
4) Real-time Crossbeam support has helped our team troubleshoot issues quickly
5) Crossbeam Chrome Extension is super handy for quick insights
2) Simple and easy to view partner overlaps for you to drive different activation plays
3) Crossbeam to HubSpot (CRM) integration is fast and accurate - it rocks!
4) Real-time Crossbeam support has helped our team troubleshoot issues quickly
5) Crossbeam Chrome Extension is super handy for quick insights
What do you dislike about the product?
Nothing jumps out! I've yet to utilize the Threads and Home tabs but we might do so more as we continue to grow. Have also logged into Crossbeam on my phone and am looking to use that more often.
What problems is the product solving and how is that benefiting you?
Allows us to automatically share account (customer, prospect) information and act on overlaps with partners without creating manual spreadsheets. This enables us to systematically drive mutual referrals and co-selling/marketing activations with partners in our ecosystem, and work efficiently with Sales and Customer Success teams internally and externally. Gamechanger for sure!
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Daxko, LLC appreciates Crossbeam for making it easier to work with our partners!
What do you like best about the product?
I like that Crossbeam gives our partners a sense of security when sharing customer lists. It's easy to teach someone to use and as soon as they learn how secure it is, they generally don't have an issue sharing data sets. Customer overlap lists are imperative to my role as a partnership manager and I'm thankful the days of vlookups and sharing insecure data are over. I also very much appreciate the salesforce integration.
What do you dislike about the product?
The only thing I dislike is that sometimes our partners will only have a limited amount of data to share, for example, a CSV with account names, but no websites or addresses. This can cause some misfires and oversights in matches and causes some confusion. This is probably less of a Crossbeam issue and more of an issue with the data provided by our partners. We have our CRM hooked up to Crossbeam and I always encourage our partners to do the same when they're able.
What problems is the product solving and how is that benefiting you?
Crossbeam is saving me a lot of time by not having to manage account mapping via spreadsheet. It's also solving for the issue of data security. Emailing customer lists is a no go, Crossbeam solves for that.
Crossbeam is gold for any partnerships team
What do you like best about the product?
Before Crossbeam, we were manually account mapping in spreadsheets which was a nightmare. Now we have real-time account mapping that syncs to our Salesforce instance and can automate updates that help us engage our partner ecosystem in the most efficient way.
What do you dislike about the product?
Attribution is not part of the current CB solution. Often times there can be inaccurate data on companies with a lot of child orgs. (Think Google/Amazon etc.)
What problems is the product solving and how is that benefiting you?
Efficiencies in the account mapping process
Real-time data syncs
Automating of changes in account data
This all leads to more sourced opportunities, bigger deal sizes, and accelerated sales cycles.
Real-time data syncs
Automating of changes in account data
This all leads to more sourced opportunities, bigger deal sizes, and accelerated sales cycles.
Key Tool in the Partnership Tech Stack
What do you like best about the product?
I really like that Crossbeam offers a large network of potential partners that are ready to connect. The easy onboarding and powerful free tier make it accessible for all of my partners to join. I also appreciate the secure and easy sharing capabilities, which allows me to find and share the data that matters without over-sharing. The platform also helps my team scale by providing real-time partner data and enabling us to collaborate with the strongest partners on the hottest deals. Additionally, the ability to prioritize integrations based on mutual customers is extremely valuable for informing and influencing our product roadmap. Overall, I am impressed by the range of valuable features offered by Crossbeam.
What do you dislike about the product?
One potential downside of the Crossbeam platform is that a large number of my partners often prefer a competitor's product, forcing me to use multiple products to accommodate everyone.
What problems is the product solving and how is that benefiting you?
The ability to prioritize integrations is the most important feature of the Crossbeam platform. It allows me to use real data to inform and influence my product roadmap, rather than relying on subjective opinions or assumptions. By evaluating which integrations I should prioritize based on the number of mutual customers I have with my partners, I can make more informed decisions and ensure that my product development efforts are aligned with the needs and preferences of my target market. This can help me to maximize the value of my partnerships and drive better business results.
Great network
What do you like best about the product?
Shows valuable data that otherwise wasn't available.
What do you dislike about the product?
Data cleanliness, duplicate accounts. Though this is likely more of an internal issue than a Crossbeam issue.
What problems is the product solving and how is that benefiting you?
Finding GTM opportunity with our partners, quantifying that opportunities, and then acting on it.
Openminder and looking towards a transparent e clear collaboration
What do you like best about the product?
The possibility of viewing a clear and possible synergy to work on real opportunities and to exchange important information regarding different accounts.
What do you dislike about the product?
Perhaps there should be a more direct way to contact the Account Manager on dealing with the different opportunities, perhaps a possible Chat box?
What problems is the product solving and how is that benefiting you?
No more Excel files that aren't updated from one side to the other.
Partnerships that Convert
What do you like best about the product?
Crossbeam is a must-have tool to identify joint customers and uncover opportunities for growing faster with partners. When working with a large range of partners, it's an easy-to-use tool that drives collaboration. It's been an invaluable tool for growing Searchspring's partner referrals.
What do you dislike about the product?
Setting up the populations can be tricky initially, but investing the time at the beginning of the process helps to onboard new partners seamlessly.
What problems is the product solving and how is that benefiting you?
Crossbeam allows us to work with partners to do account mapping strategically to grow partnerships.
It's very low lift to use and is actionable
What do you like best about the product?
The tool is super intuitive, helps me prioritize my time and is actionable. Not random data but clear call to action!
What do you dislike about the product?
That I cannot do the intro email requests via the platform.
What problems is the product solving and how is that benefiting you?
WHho to partner with and why
A must have for managing tech partnerships
What do you like best about the product?
Crossbeam makes account mapping secure, easy, and fast. My tech partners can upload a spreadsheet or connect directly to their SFDC and in just minutes, we can see the breakdown of our joint customers, open opportunities, and prospects. Since the data is live, updates in SFDC automatically propagate, and you can filter by region, industry, rep, or any custom field. The best part is that my partners can self-serve their account list needs - they don't have to wait for me to pull spreadsheets manually for them.
What do you dislike about the product?
I don't have any specific product dislikes, but our legal team requires an MNDA in place between each partner we connect to - this can take a few days to complete.
The report export can take a minute or so to generate - but it's not that big of a delay.
The report export can take a minute or so to generate - but it's not that big of a delay.
What problems is the product solving and how is that benefiting you?
Securely shares data between our team and partners.
Allows partners to look up joint accounts and opportunities without my intervention.
Data is always live, so I don't have to manually copy and paste SFDC reports into spreadsheets.
Partners have the flexibility to upload their account list as a spreadsheet if they don't want to live connect to SFDC.
You can segment accounts by common SFDC fields such as region, industry and rep - making it easy to look up and connect the rights account teams.
Allows partners to look up joint accounts and opportunities without my intervention.
Data is always live, so I don't have to manually copy and paste SFDC reports into spreadsheets.
Partners have the flexibility to upload their account list as a spreadsheet if they don't want to live connect to SFDC.
You can segment accounts by common SFDC fields such as region, industry and rep - making it easy to look up and connect the rights account teams.
Crossbeam is a critical tool for effectively managing joint go to market partnerships.
What do you like best about the product?
Crossbeam is the ultimate time saver. By enabling partners to access your account information for overlapping account populations, I can avoid dozens of ad hoc requests for the same information.
What do you dislike about the product?
They recently changed pricing strategy, so not as many custom populations available at the free tier, but I expect we will be happy to upgrade and continue to use the platform.
What problems is the product solving and how is that benefiting you?
Sharing and accessing mutual customers to help us and our partners prospect and sell easier and faster. We can share data confidently without risk of sharing sensitive confidential info.
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