Circlewise vs. Crossbeam

Before learning about Circlewise, I had to manually perform tasks through Google Analytics and Excel to receive the general traffic reports on my website. However, with this simple and beautifully designed software, all the work is done automatically.- Circlewise is a great tool for anyone who wants to take their business to the next level.

Incentivized

I would definitely recommend Crossbeam to others, and frequently bring it up early in conversations with potential partners as a first step in evaluating a partnership opportunity. Crossbeam allows you to easily see overlaps for current customers, prospects/target accounts, and open opportunities. Being able to quickly and easily assess the business opportunity with a partner, and find mutual customers that would benefit from a combined offering is a huge value add. The integration with Salesforce makes the tool easy to use and scalable, without needing to constantly update account lists. Being able to view the overlaps within the Crossbeam UI and easily export the lists makes the tool really easy to work with.

• Circlewise has been a great help in connecting with bloggers and affiliate partners.
• It is a well-functioning platform with a user-friendly interface that makes reporting very simple.

Incentivized

• Frictionless onboarding and easy to get started with new partners
• 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

• I find that communication with the team can be somewhat difficult.
• Regarding the software, it would be great to include hyperlinks in the publishers' profile with the content published by the affiliates.

Incentivized

• Establishing sharing settings for each specific partner 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.

• In my very personal opinion, I can say that I feel that we have not found any negative aspects of this product that could have a bad effect on us in our work.

Incentivized

• Crossbeam allows us to quickly assess opportunities with potential partners and feeds directly into prioritization for our integration and partnership strategy.
• It solves the challenge of keeping account data private that you don't want to share and enables us to easily share the information that is beneficial to both parties.