Crossbeam vs. Salesforce Partner Management

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.

Salesforce Partner Management is a great tool for scenarios where a partner portal needs to be created in a quick and cost-efficient manner by teams that do not necessarily have a broad technical knowledge and when the time to market is key. In the situations where the use case is more advanced and cannot be covered by the out-of-the-box functionalities of SPM, then the tool is less effective.

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

• Clear, concise user interface.
• Organizes calls & notes & client info into one uniform platform.
• Allows knowledge to be shared across the organization & account teams.

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.

• One thing is, you have to put the time you took on the case if you edited it. I would like to change the name or a note and not have to go back and put how long it took.
• Reports can sometimes be hard to create.

Incentivized

We are definitely going to renew as we created and developed a very functional and complete solution that we won't want to lose. and the reason we achieved that is by continuously evolving and enhancing. That would not be possible without the qualified technical support we have at our disposal internally.

Incentivized

Salesforce Partner Management is complete and has great usability. Just as a Salesforce full CRM does. However, when you have to deploy the initial implementation and/or create the infrastructure for your Salesforce Partner Management it might require, as expected, a very good support and development team and resources

Incentivized

Tune provides great on-boarding experience for new users, but the functionality of the product itself is limited. For example if you multiple partners worldwide who sell your product, Salesforce CRM integration is a must to achieve business goals. Salesforce ecosystems helps to avoid having multiple tools and licenses. One big differentiator is that Salesforce Partner Managements allows for personalization that is user-friendly, while with Tune user is expected to do some coding

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.

• Single integrated lead management system- positive.
• Partner information and communication - positive.
• One system for all partner needs like assigning deal registration or MDF- positive.
• Trainings required internally- negative.
• Too expensive- negative.

Incentivized