My main use case for Crossbeam at Financial Times is to connect with partners and potential partners in order to uncover overlapping accounts. Crossbeam allows us to map accounts between us and the partner and only reveals information when the match stroke overlap is found. Crossbeam allows us to easily see overlaps for current customers, prospect and target accounts, and open opportunities.
Crossbeam Partner Ecosystem Platform
CrossbeamExternal reviews
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Crossbeam Streamlines Partner Mapping for Co-Selling and Integration Opportunities
What do you like best about the product?
Crossbeam makes it easier for me to drive value to internal stakeholders as well as our entire partner ecosystem. We can map accounts to uncover mutual customers for integration opportunities, co-selling scenarios, and greenfield prospects.
What do you dislike about the product?
Over time, the UX has improved tremendously for the Admin and our Sales users. Nothing stands out as something I dislike at this time.
What problems is the product solving and how is that benefiting you?
It is difficult to lay a strong foundation of account mapping with a new partner in static spreadsheets. This old way relied on manual exports from CRMs and was immediately outdated.
Partner account overlaps have transformed how our team prioritizes and closes joint deals
What is our primary use case?
What is most valuable?
The best features Crossbeam offers are frictionless onboarding and ease of getting started with new partners. It also provides intuitive reporting of overlapping accounts, flexibility to export to CSV, ability to connect with Salesforce to keep account lists dynamic, while also allowing the option to use CSV uploads.
Out of the features I mentioned, frictionless onboarding and ease of getting started with new partners are what I find myself using the most, which impacts my workflow positively. The intuitive and user-friendly UI is another excellent feature of Crossbeam.
Crossbeam has impacted my organization positively as it has been a great tool, providing seamless connection to partners and potential partners. Salesforce integration for keeping account lists up to date, metrics for viewing overlaps with partners, ability to export reports to manipulate in other tools, and easy team management through inviting coworkers have been significant improvements since using it. Crossbeam improves efficiency, and we have been able to close more deals.
What needs improvement?
Crossbeam can be improved by establishing sharing settings for each specific partner, which could be more intuitive and easy to check. Some of the navigation can be slightly confusing as it seems there are multiple ways to view the same information within the platform. I give it a nine out of ten because establishing sharing settings for each specific partner could be more intuitive and easy to check.
For how long have I used the solution?
I have been using Crossbeam for the past five years, even in my previous organization.
What do I think about the stability of the solution?
Crossbeam is very stable.
What do I think about the scalability of the solution?
Crossbeam handles growth and increased usage well, demonstrating its scalability.
How are customer service and support?
I find that customer support is very responsive and proactive, and I have had positive experiences with their support team.
Which solution did I use previously and why did I switch?
I previously used Jira Software and also Heap.
What was our ROI?
I have seen a return on investment from Crossbeam as it allows us to quickly assess opportunities with potential partners and fits directly into prioritization for our integration and partnership strategy. It also solves the challenge of keeping account data private that we do not want to share and enables us to easily share the information that is beneficial to both parties.
What's my experience with pricing, setup cost, and licensing?
The price is very cost-effective and affordable based on my experience with pricing, setup cost, and licensing.
Which other solutions did I evaluate?
Before choosing Crossbeam, I evaluated other options such as Optimizely Full Stack.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Crossbeam Makes Co-Selling Easy with Clear Shared Account Visibility
What do you like best about the product?
I like how Crossbeam bridges the gap between partnerships and revenue by giving teams clear visibility into shared accounts, and by making it easier to operationalize co-selling motions.
What do you dislike about the product?
I love using Crossbeam. I think more education overall would make it easier for us to connect with partners and help everyone understand how easy it is to use.
What problems is the product solving and how is that benefiting you?
Crossbeam solves the lack of visibility and coordination between partner and sales teams. It helps us clearly identify shared accounts and prioritize where to collaborate, which leads to more focused co selling and higher quality pipeline.
Real-Time Customer and Prospect Insights That Streamline Co-Selling
What do you like best about the product?
Crossbeam gives our sales and ops teams real-time visibility into shared accounts with our partners, eliminating manual reporting, redundant outreach, and the back-and-forth of chasing down partner information. The Salesforce widget is a standout feature for our sellers — it surfaces relevant partner overlap directly in their workflow, enabling faster introductions, warmer co-selling conversations, and shorter sales cycles. The Slack integration rounds out the experience by delivering instant notifications on account crossover, keeping our team informed without any extra effort. Maintenance and updates are quick and painless on our end. Our Customer Success manager has also been a consistent resource, proactively surfacing features we hadn't yet explored. Overall, we are extremely satisfied with Crossbeam and are actively looking to expand our usage.
What do you dislike about the product?
One area worth improving would be the introduction of usage-based licensing as an alternative to the current seat-based model. We find ourselves allocating licenses to team members who need occasional access but do not use the platform frequently enough to justify a dedicated seat. A consumption-based or flexible access tier would better reflect how tools like Crossbeam are actually used across a broader organization.
What problems is the product solving and how is that benefiting you?
Crossbeam has helped us move deals faster by giving our team immediate visibility into which partners are best positioned to support a given opportunity. Rather than manually triaging outreach, we can quickly identify and loop in the right partners and internal team members at the right stage of the sales cycle. The result is more partner sourced pipeline, stronger co-selling motion, and less time lost to coordination overhead.
Account Mapping Made Easy with Crossbeam
What do you like best about the product?
Account Mapping Made Easy. It truly eliminates the tedious, time-consuming work of aligning accounts, which has made it much easier for us to evaluate potential partners and kick off co-GTM initiatives. I also really appreciate the functionality we’ve built to bring data into our SFDC instance, so we can use it for reporting.
What do you dislike about the product?
We work with both tech partners and agency partners. Our agency partners often aren’t going to invest in a paid version of Crossbeam, so it can be challenging at times to collaborate when key features are gated behind a paid plan.
What problems is the product solving and how is that benefiting you?
It helps me get a full picture of the ecosystem, which lets us identify GTM opportunities with partners and evaluate potential partners more effectively.
Crossbeam Account Mapping Saves Hours and Supercharges Co-Selling
What do you like best about the product?
Crossbeam’s account mapping functionality saves us hours of time, helping our channel and sales teams quickly and easily engage the right partners, to support more productive co-selling.
What do you dislike about the product?
There are many ways to interact with the system - through salesforce widgets, salesforce reporting, and directly in the Crossbeam UI. Plus data is being shared across systems so you need to delineate between data that you are sharing, and data that a partner is sharing with you. This can all be confusing - but their customer success organization is extremely responsive and helpful, and they will help you create the best solution for your use case. Use them to help you!!
What problems is the product solving and how is that benefiting you?
We can quickly map accounts with our partners, which helps us co-sell more effectively. When we’re trying to penetrate an account and we see that one of our partners is already there, it becomes much easier to build a strong use case. Even better, it improves our relationships with our partners, because we can help them penetrate accounts that they don't have yet.
Makes Partner Vetting Easy with Overlap Data
What do you like best about the product?
Makes my job easier! I can vet out a partnership with the overlap data, make sure our ICP's align, before putting in hours in legal for partner agreements and more.
What do you dislike about the product?
I don't care for the way they showcase the overlap data. I honestly hate the boxes/grid. I preferred the way Reveal looked.
What problems is the product solving and how is that benefiting you?
Partner acquisition: Before spending hours on the partnership, I can get an NDA signed, Crossbeam connected and see if our ICP's align. If they don't, we don't partner
Partner Marketing: Once connected I can get our marketing team on the customer overlaps to determine which ones we can leverage for case studies or customer stories. We can also email our prospect data base to drive net new revenue for both companies.
Co-sell: Easy to look at our customers & their opportunities and vice versa to help each other close deals in the active pipeline
Partner Marketing: Once connected I can get our marketing team on the customer overlaps to determine which ones we can leverage for case studies or customer stories. We can also email our prospect data base to drive net new revenue for both companies.
Co-sell: Easy to look at our customers & their opportunities and vice versa to help each other close deals in the active pipeline
Crossbeam Delivers Seamless Integrations, Reliable Performance, and Clear Partner Visibility
What do you like best about the product?
The visibility across a large swath of partners makes this truly fluid, actionable, and easy to use. The UI/UX is simple, intuitive, and helpful when you do get stuck. All the integration capabilities are wonderful, from Salesforce direct integration to AI MCP integrations, the platform allows you to operate as fluidly as your business requires. We would be spending countless hours doing manual processes without Crossbeam. The system is also exceedingly reliable, we've never had any down time or issues logging in, truly a huge value add and something we constantly see ROI on. The support team is also always there to help us, even if we have a new employee, the Crossbeam team is there to help from their hands on approach to their learning academy. Integrating AI into Crossbeam has been easy, utilizing our company instance of things like Claude and ChatGPT has been seamless.
What do you dislike about the product?
Sometimes the fuzzy matching from one partner Salesforce to our own can be challenging because our verbiage does not always line up with everyone elses.
What problems is the product solving and how is that benefiting you?
Scale, we can go further and reach more unique partners in a given day or week than ever before. It also surfaces truly relevant information that can instruct our teams to collaborate more effectivley with our top partners.
Intuitive Platform That Boosts Outreach Efficiency and Uncovers New Deals
What do you like best about the product?
Navigating the platform is super intuitive. Being able to connect our databases for overlaps allows us to be more efficient in our outreach. We are still early in our use of Crossbeam and we are finding more and more ways to use it as time goes on. The Crossbeam team was super helpful in getting everything set up for us, and sharing best practices. We have already sourced 5 net new deals from it, so now just a matter of closing them.
What do you dislike about the product?
There were certain fields that were shared with us from our partners that were not able to be mapped over into our CRM, which could have streamlined our workflow more.
What problems is the product solving and how is that benefiting you?
Crossbeam gives us insight into our warmest customers and gives us data that we never were able to access. The investment for us was no brainer when we look at cost and the potential ROI of the solution.
Crossbeam Makes Partner Discovery and AI Sales Plays Effortless
What do you like best about the product?
Crossbeam is one of the easiest tools for finding partners within a specific account, seeing when a customer last purchased something with them, and using that data to develop AI Sales Plays.
It makes selling much easier when contact information and sales plays are right at your fingertips.
It makes selling much easier when contact information and sales plays are right at your fingertips.
What do you dislike about the product?
I haven’t found anything I wasn’t pleased with.
What problems is the product solving and how is that benefiting you?
As a partner-first organization, this tool is very easy to use within SFDC, and I no longer have to keep track of every partner account in a spreadsheet. It keeps all the information and usable data in one place, right where I already work every day.
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