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5-star reviews ( Show all reviews )

    Jill I.

Crossbeam Makes Account Mapping Easy with Powerful Dashboards and Reporting

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
I love that Crossbeam takes the manual work out of account mapping! It's so easy to view dashboards and pull reporting that correlates with partner initiatives.

The best thing about Crossbeam though is the team! They respond in a timely manner and are always there to address any questions that come up to utilize the system more efficiently.
What do you dislike about the product?
There's a lot of information that can live in Crossbeam, this is a great thing but can sometimes be difficult on knowing where to start.
What problems is the product solving and how is that benefiting you?
Helping us align and leverage partners in our ecosystem to speed up sales cycles.


    Brett F.

Clear Path to Data-Driven Account Mapping and New Partner Acquisition

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
A clear path to data driven account mapping and new partner acquisition
What do you dislike about the product?
No integration with AWS although offline partners works for now.
What problems is the product solving and how is that benefiting you?
Traditional old school account mapping, reducing wasted time for day to day activities and increases the time spent in ELG motions for faster and larger opportunities. Leveraging crossbeam also eliminates potential new partner gtm activities when we don't share populations...


    Information Technology and Services

Meets a Critical Need for Working Across Multiple OEMs

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
Meets a very important need of working across multiple OEMS
What do you dislike about the product?
Searchability is tough sometimes. Would like a simplistic dashboard to see everything in one place
What problems is the product solving and how is that benefiting you?
Knowing OEM involvement in all accounts quickly. Saves time and money


    Chris R.

Instant, Accurate Partner Data Access That’s Indispensable for Alliances Managers

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
Instant access to partner data to triangulate and account map quickly, accurately, and confidently. This is an indispensable tool to me and my day-to-day operations, and should be for any other partner/alliances manager out there.
What do you dislike about the product?
Some of the work I need to do requires me to export data and work inside a spreadsheet, which is counterintuitive to the platform. It does not happen all of the time, but it's an extra step in the process when it does.
What problems is the product solving and how is that benefiting you?
Account mapping, account assignment, partner triangulation. It allows me to work in real time and not have multiple separate conversations that I need to keep track of.


    Nick A.

Clear Insight Into Partners’ Lead Targets

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
It gives our team clear insight into our partners’ targets for new leads.
What do you dislike about the product?
Sometimes there’s a lot of gating around features I would expect to be free, which can be frustrating.
What problems is the product solving and how is that benefiting you?
It helps our partner program generate leads by mapping accounts with partners.


    Danny S.

Crossbeam: The Backbone of Our Partner Ecosystem Strategy

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
Crossbeam is the backbone of a partner ecosystem strategy by unlocking the data to lubricate the partner motion.
What do you dislike about the product?
Overall it is great. They need to fix a small bug with Okta log ins.
What problems is the product solving and how is that benefiting you?
Account Mapping between partners. Allowing reps to work directly with partners. Identifying the best partner plays.


    Computer Software

Valuable Tool for Identifying Partner Overlaps

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
Crossbeam makes it very easy for our team to identify overlaps in prospects, opportunities, and customers with our partners. The interface is generally intuitive and easy to use, and the reporting aspect of the software allows us to quickly identify overlaps and communicate those overlaps across our team. Overall, Crossbeam has become our go-to tool for account mapping sessions with our partners.
What do you dislike about the product?
It has taken our team some time to optimize the usefulness of the lists that we have created; many of these have been extremely effective for identifying actionable overlaps, while some do not end up serving much of a use case for our team. There can also be issues with the data that is generated, such as repeats in reported overlaps. The reports can also be overwhelming since they are dependent on good data from CRMs, which not every partner may have.
What problems is the product solving and how is that benefiting you?
Crossbeam solves the challenge of quickly identifying partner overlaps, allowing our team to turn many of these overlaps into actionable pipeline. The tool also strengthens our onboarding process and relationship building with new partners since we can work together on early account mapping.


    Bryan M.

Easy Co-Sell Insights with Seamless Salesforce Integration

  • March 31, 2026
  • Review provided by G2

What do you like best about the product?
Crossbeam makes it easy to identify co-sell opportunities in our partner community! It integrates nicely with Salesforce and we receive timely response to support and training requests. The grid layout and configurable data sharing rules brings it all together.
What do you dislike about the product?
We haven’t found a way to automatically update our SalesForce records with partner and tech stack details. The only option we’ve identified so far is a SalesForce plugin, but it isn’t reportable within SalesForce. This creates manual export/import gymnastics.
What problems is the product solving and how is that benefiting you?
Crossbeam provides great transparency into partner overlaps and accelerates co-sell opportunities.


    Zach B.

Crossbeam, the answer to all your account mapping problems!

  • March 30, 2026
  • Review provided by G2

What do you like best about the product?
What I’ve found most valuable about Crossbeam is how it brings structure to something that’s usually pretty messy—partner data. Account mapping is typically a manual, one-off exercise that depends a lot on back-and-forth and guesswork. Crossbeam simplifies that and turns it into something you can actually build into your day-to-day workflow.

It makes it much easier for both Sales and Partnerships to stay aligned without adding extra overhead. Instead of chasing spreadsheets or one-off requests, you have a consistent way to see where there’s real overlap and where to focus. That alone has made collaboration with partners a lot more practical and repeatable.
What do you dislike about the product?
Crossbeam is only as good as the partners that you have using it and the data they share with you. That's not an issue with Crossbeam but important to know before you get started.
What problems is the product solving and how is that benefiting you?
One of the biggest challenges in building a scalable partnerships motion is simply knowing where to focus. Without clear visibility into account overlap, teams are often operating on assumptions—relying on anecdotal input from partners, outdated spreadsheets, or one-off requests to try and identify where there may be opportunity. This creates inefficiency on both sides and leads to missed opportunities, duplicated efforts, or poorly timed outreach.

Crossbeam helps solve this by bringing real-time visibility into account mapping. Instead of guessing where there’s alignment, we can clearly see shared customers, active opportunities, and whitespace across our partner ecosystem. That level of transparency allows us to prioritize accounts with the highest likelihood of success and engage partners with a clear, data-backed point of view.


    Mike P.

Crossbeam Streamlines Partner Matching With Seamless Salesforce Integration

  • March 30, 2026
  • Review provided by G2

What do you like best about the product?
Crossbeam is the best application for matching a partner's customers and opportunities to ours. It integrate seamlessly with Salesforce greatly speeds of the process of coordination and collaboration with partners. Product pricing is reasonable, in the UI/UX is very intuitive. In addition, their support both pre and post sale one solid and very helpful.
What do you dislike about the product?
I have not tested their AI yet, so I can't like or dislike it at this time.
What problems is the product solving and how is that benefiting you?
It helped tremendously with enabling our sales team to collaborate with our partners and speed of the time to close. Our sales team is able to see who our customers Partners are in salesforce, and Crossbeam also allow us to identify the customer contact as well as the account manager at our partner for each client.