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    Kate M.

Partnerships that Convert

  • December 12, 2022
  • Review provided by G2

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.


    Oren C.

It's very low lift to use and is actionable

  • December 11, 2022
  • Review provided by G2

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


    Mike K.

A must have for managing tech partnerships

  • December 09, 2022
  • Review provided by G2

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.
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.


    Steve H.

Crossbeam is a critical tool for effectively managing joint go to market partnerships.

  • December 09, 2022
  • Review provided by G2

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.


    Ben A.

Account Mapping and some!

  • December 09, 2022
  • Review provided by G2

What do you like best about the product?
Crossbeam has taken the pain out of account mapping. It's so simple and easy to connect with our partners and analyze lists within an hour!
What do you dislike about the product?
Paying for it :-) I understand the new paywall and we are already finding budget for it for 2023!
What problems is the product solving and how is that benefiting you?
The GTM strategy with our partners and choosing which brands to target has become much easier with Crossbeam. It's a streamlined process and we can establish next steps and find value very quickly


    Deven R.

Absolute necessity for partner teams

  • December 09, 2022
  • Review provided by G2

What do you like best about the product?
This product is easy to set up and provides a clear picture into a shared TAM.
What do you dislike about the product?
In the future I'd like to see some more advanced reporting capabilities.
What problems is the product solving and how is that benefiting you?
Crossbeam accelerates how I plan to work with my partners (ex. focus on integrations for existing mutual customers, plan partner marketing activities and use the data for ABM activities, etc.)


    Tim C.

Essential tool for partner managers

  • December 09, 2022
  • Review provided by G2

What do you like best about the product?
Automated Slack alerts and seamless account mapping make it super easy to get sales and partnerships aligned.
What do you dislike about the product?
I'm on the initial paid tier, so have to live with some limitations. The baked in reporting tool is only "meh"
What problems is the product solving and how is that benefiting you?
Crossbeam answers the question "How do partnerships help sales?" And has been instrumental in building momentum for and with our GTM partners.


    Paulo T.

Colllibra & Crossbeam: an Explorer review

  • December 09, 2022
  • Review provided by G2

What do you like best about the product?
Time-to-value.
Simplicity.
Straightforward.
What do you dislike about the product?
Adoption is slow: currently only used by the partnership team
What problems is the product solving and how is that benefiting you?
Uncovering the power of partnerships to close deals.


    Tatiana V.

An essential tool in my day-to-day

  • December 09, 2022
  • Review provided by G2

What do you like best about the product?
Reach is the main strength - most vendors have heard of it, and most are on it. Makes it easy to consolidate and creates a source of truth.
CRM integrations - help me scale
What do you dislike about the product?
Overlap and Reports UI isn't as intuitive as some other vendors. Overlap reports take time to run
What problems is the product solving and how is that benefiting you?
An essential technology for all partner professionals. Understanding our partners' footprint and our account overlap is the foundation of our work.


    Anders S.

A must-have for Partnerships Professionals

  • December 09, 2022
  • Review provided by G2

What do you like best about the product?
I cannot imagine having to do manual account mapping for all the partners that we have, even in a young partnerships program! Crossbeam gives us everything we need to asses and engage with our portfolio of partners in a meaningful way, while funneling information through our organization that helps everyone do a better job!
What do you dislike about the product?
There is not a lot to dislike about Crossbeam. If i were to mention anything, is that the UI is a bit cluttered, and it is not always easy finding exactly what you are looking for, but this is more something to get used to than anything else!
What problems is the product solving and how is that benefiting you?
We are working with a very large portfolio of partners. Crossbeam enables us to access account overlaps before we engage with new partners, and once we have found a partner and signed a partnership agreement, it helps us to engage with that partner in a meaningful way, by sharing accounts and knowledge that help us work professionally with leads, and create significantly more value than what we would be able to do without it!