Crossbeam vs. Nimble

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.

This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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

• Importing contacts in the CRM is very much consist of easy steps.
• It allows me to create, edit and view contacts records anywhere from the web.
• It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
• it is playing an excellent role in managing our all relations.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
• Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately

The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
• A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info