Crossbeam vs. OnceHub vs. Salesloft

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.

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.

I find it to be the best resource for scheduling calls with clients. Specifically when the call includes multiple people using Salesloft, it's so simple and easy to use to send open times to client and then to be able to send active links to the client where with one click the calendar invite shows up on my calendar? it's the best most efficient tool I have in my toolbelt at the moment. When it comes to logging, it's also simple but I wish I could add a contact to SL from the Microsoft integration.

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• 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

• 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.

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• Salesloft enables us to outreach at scale.
• Salesloft helps us identify our warmest, most buyer ready prospects to streamline our outreach.
• Salesloft helps us to identify quickly areas to course correct and provides the necessary data to do that.
• Salesloft also surfaces data around outreach so we can ensure we are targeting our team with sensible KPIs that connect to our business goals.

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• 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.

• 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.

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• Would be nice to have custom reporting available. Coming from Salesforce, the included canned reports are useful but I like to roll my sleeves up and build exactly what I want.
• Conversations will record meetings booked via MSTeams but requires the BDR/SDR to hit record. Other solutions (e.g. Chorus.ai) join as a participant and don't require a user hitting the "record" button. We have to change our flow to make this work and it is a bit clunky.

SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.

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Drift was extremely easy for both our demand gen team and SDR to jump right into. It was feature rich and purpose-built for marketers—it was remarkably easy to connect our marketing automation, CRM, and more to the platform and get everything to work together. Now the ability to create digital experiences and conversation landing pages is democratized—empowering our team to do better work and provide better prospect/customer experience.

The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.

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Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as SalesForce

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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.

The support team was very responsive but at the end of the day they took a long time to fix our issue. The issue did get fixed, though, so that is what matters. Very nice people who are there to help in any way they can.

We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.

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must invest time and effort in define the best way to integration with Salesforce in order to get data visualization

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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.

Salesloft blows outreach out of the water in all aspects. One of the biggest issues I had was their unwillingness to listen to customer feedback. I had requested several small changes to be made when I had previously used the platform that unfortunately fell onto deff ears. I am much happier using Salesloft and the positive results I've experienced are a direct result of that.

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The scalability was pretty good, we started with 4 or 5 users on one team and scaled into 30+ members across 3 teams

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• 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.

• 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

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• I have been with a company that was using Salesloft, but moved to a competitor. I can't say it was exactly the competitors fault, as a lot of other internal changes were happening, (hence leaving the system that was working well), but we had the worst sales year in company history that year. Reps who consistently performed at or above quota were suddenly struggling to keep their pipelines in order, and the middle of the pack reps were going on PiPs and being let go.
• Is it the dialer, or the leadership? You decide.
• But the leadership also changed the dialer - so maybe it's both?

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