Crossbeam Partner Ecosystem Platform
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A game changer
What do you like best about the product?
Reveal helps me assess the opportunity with potential partners—allowing me to lean into partnerships that can drive the most value for my company. Reveal helps to bridge the gap between partnerships and sales, allowing for opportunity advancement and creation.
What do you dislike about the product?
Honestly, I haven't found a single thing yet.
What problems is the product solving and how is that benefiting you?
Reveal connects my partner ecosystem with my larger organization—removing me as a bottleneck to sales advancement. It also helps to encourage partner adoption across my organization with Reveal's "meet them where they are" approach.
A must have tool when you work in Partnerships
What do you like best about the product?
Reveal is a must-have tool for any Partner Manager.
I love that I can do real-time account mapping with a partner in seconds.
I love that I can do real-time account mapping with a partner in seconds.
What do you dislike about the product?
There are still things to improve, even though the tool is great.
I would recommend making the filter views or filtering, in general, a bit more user-friendly.
I would recommend making the filter views or filtering, in general, a bit more user-friendly.
What problems is the product solving and how is that benefiting you?
Doing account mapping and assessing a partnership can be time-consuming or difficult if you don't have access to the right data, but you can do all of that with Reveal as long as you connect with your partners in the platform.
Great tool, room to improve
What do you like best about the product?
Slack integration for finding prospects that work with our partners
What do you dislike about the product?
Mixed batch of tech and not always the most up to date on the tech used by prospects
What problems is the product solving and how is that benefiting you?
Easy access to some of the tech we partner with
Expand the Impact of Partners Across Your Org and Ecosystem
What do you like best about the product?
Crossbeam’s Salesforce custom object and widget are a game changer for driving the adoption of their data across your internal teams. If this data were not easy to view or create processes around, reps would not fully leverage a tool like this. But through Crossbeam’s custom object, I created numerous dashboards and reports directly in Salesforce, where our reps live.
Our SDRs/AEs use these dashboards and reports to prioritize their prospect accounts, and managers use these to facilitate pipeline reviews to ensure reps take advantage of partners in every step of their deal cycles. Our PS/CS teams are now using these reports and dashboards to drive the adoption of our integrations during initial customer implementations and follow-up account review calls.
Their Salesforce custom object also allows us to develop complex workflows in LeanData to drive advanced notifications (both internally and externally), create SLAs and tasks for our reps, and drive creative partner use-cases across our teams.
Our SDRs/AEs use these dashboards and reports to prioritize their prospect accounts, and managers use these to facilitate pipeline reviews to ensure reps take advantage of partners in every step of their deal cycles. Our PS/CS teams are now using these reports and dashboards to drive the adoption of our integrations during initial customer implementations and follow-up account review calls.
Their Salesforce custom object also allows us to develop complex workflows in LeanData to drive advanced notifications (both internally and externally), create SLAs and tasks for our reps, and drive creative partner use-cases across our teams.
What do you dislike about the product?
Partners have too much control over their populations and how they are defined. So the standard “Open Opportunities” population for one partner may be specific to New Business, while another partner may have New Business, Upsell, and Renewal opportunities in this population.
What problems is the product solving and how is that benefiting you?
Where do I begin? It allows my team to drive value across our organization and showcase how valuable partner ecosystems are. The value of partner ecosystems is more important today than ever, but for some organizations, you need a tool like Crossbeam to help showcase this value. Crossbeam is helping us reduce customer churn by connecting with relevant Consulting Partners when a mutual customer’s account health drops, prioritizing joint value messages to the most relevant prospects, driving integration adoption, informing Consulting Partners when their clients are in an active deal cycle with us, and the list goes on.
Simply put, our teams would not be as productive nor effective as we are today without Crossbeam.
Simply put, our teams would not be as productive nor effective as we are today without Crossbeam.
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!
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.
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