Crossbeam vs. Mindmatrix Bridge vs. Traction Complete

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 would only recommend Mindmatrix as a short term solution for companies that want to take advantage of the ready made drip campaigns for their vertical.

Traction Complete is very well suited for lead to account matching and for automatic, criteria based lead routing and processing. For example, when a lead is created, it can be matched to an account, and Traction Complete can populate account demographics like Industry or Annual Revenue. And once the lead's score reaches a certain threshold, Traction Complete can then evaluate any of the leads data (including the industry and annual revenue that the lead was previously enriched with), route the lead to a person or queue , and at the same time update the lead status and or enrich the lead with information to track funnel progression (e.g., MQL Date, Assigned Date, etc.).

• 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

• Drip campaigns ready to go for several Industries

• Lead to Account matching
• Lead Routing
• Easy to configure and maintain in visual interface
• Many advanced functions to support different types of round robin, scheduling etc.

• 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.

• Navigation is confusing, not intuitive.
• Creating and changing users must be done by a ticketing request.
• Horrific support, all email and overseas, rarely talk to anyone.
• There are issues in practically every area. There are inconsistencies with sharing of contacts, sharing of client and CRM data. For example, only the owner of the campaign can see reports on that particular campaign. There are sharing inconsistencies throughout the entire program that just do not make sense.
• There is also an unusually high amount of undelivered mail, and a very high SPAM occurrence. Much higher than our backup, MailChimp for example.

• Functionality for flow version management, e.g. properties / description fields
• Popup windows for flow elements are sometimes hard to move (but could be isolated to Safari)
• Broader self-service customer portal/knowledge base (but the support and customer success functions are very good)

There are a lot of bugs and poor design in this product.

Traction Complete continues to improve and innovate, and their staff does a great job of informing us of new functionality and how we can use it to get more value from Traction Complete. And at its core, it covers a gap inherent in Salesforce CRM - the fact that leads are a standalone object and not connected to the other main CRM objects like accounts, contacts, and opportunities. Traction Complete bridges that gap without requiring us to convert leads to contacts and degrade the data quality of the contact records. This functionality is key to a holistic process from initial inquiry to MQL, SAL, SQL, New Customer, and repeat business.

It's very usable overall and much easier than using native functionality. If there is anything I'd want to improve, and I'm being critical here, there are a few minor items. 1) It would be nice if the initial load time of flows was faster, but I understand that given the number of elements we have in the assignment flow, I should not expect a two second load time. 2) It would be great if the different flow versions had fields to capture properties/attributes like a verbose description to make version control better. My sense is that it will be available in a future version. 3) When editing flows, every now and then, the pop-up windows of elements are a bit sticky on the screen when trying to move/drag them - however, I usually experience this only in Safari and am often too lazy to fire up Chrome.

The support team at Traction Complete has always been responsive, knowledgeable, and professional. They took the time to understand our business needs and helped us during the initial implementation, as well as with configuration changes when needed.

I've been part of 3 implementations, and the Traction Complete team has always met or exceeded expectations and delivered on their commitments/promises.

I selected Mindmatrix solely based on the content they had available for our vertical.

Traction Complete offered more ease of use, less complexity, and an overall lower cost of ownership compared to other options. And while Salesforce can handle some of the automation, which requires more technical skill to configure, it does not provide the lead to account matching.

• 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.

• Drip campaigns can be started right away because there are prebuilt templates for our vertical.

• Faster actioning of leads by routing them to the correct user without manual review
• Improved lead segmentation based on matched accounts demographics
• Lower maintenance of lead assignment and automatic processing