Crossbeam vs. Impartner PRM vs. OnceHub

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.

I have worked with many other PRM platforms. ImpartnerPRM is in the middle of the pack. There is still a lot of opportunity for making the platform more intuitive and automating some of the processes. However, it is better than some of the others that I have used in terms of there being better continuity between the PRM and marketing functions.

Incentivized

For all things bookings, including meetings, sales calls, events, and client onboarding, ScheduleOnce is the dominant software hands down. For shorter forms, such as quizzes and exercises on an online course, FormOnce is the far superior sibling as it's able to accommodate all needs, size, length, and customization.

• 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

• Providing data in an easily digestible format.
• Intuitive workflow, really easy to learn in an afternoon.
• Cloud access feature allows for easy access on any device.

Incentivized

• Links calendars- no need to go back and forth between calendars, everything is synced up.
• Schedules Zoom calls with link and sends alerts to remind prospect of meeting
• Follows up to reschedule if prospect missed meeting, which saves me a ton of time.

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.

• Training was very difficult to set up and maintain
• They show you this awesome demo environment and then you realize once you purchase the tool how much it takes to get that. At least one web designer, help from marketing, and at least a few months of dedicated work
• The most expensive tool we looked at

Incentivized

• I really wish I could put tracking pixels (i.e. AdWords conversion pixels) on the booking thank you pages. Having to direct to a thank you page on another platform is kind of a pain.
• The Salesforce connector pricing is a bit steep.
• Basic live chat capabilities would be awesome. Implementing a live chat widget alongside the ScheduleOnce widget can be a bit cluttered design wise.

Incentivized

They would not prorate a refund - I'm just out the money for services I have not used. To me, that is the WORST POSSIBLE customer service ever.

Salesforce was too expensive for us at the time and required too much customization and internal strain at the time. We ended up choosing Salesforce over Impartner later on once our channel business was more established and we had more resources internally. Impartner was more simple and easy to deploy than Salesforce, which is why we chose it when we had fewer resources

Incentivized

ScheduleOnce is the only platform that offered an easy way to send text messages to clients. I appreciated the ease of adding a few questions to qualify potential clients prior to getting onto a call with them. Easy to use and the customer service experience I have received has been great.

• 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.

• I do think our lead to demo rate increased a significant percent
• We were able to communicate easily with over 1k partners that were hard to reach before

Incentivized

• Improved efficiency - no longer waste time trying to find available time to book meetings
• Positive impact on business reputation
• Clients, prospects and colleagues love using my booking link - they have access to my availability and can schedule a meeting easily. Many positive comments about ScheduleOnce

Incentivized