Name: Crossbeam
Rating: 7 (6 reviews)
Author: Crossbeam

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Alumni Management

School Management

Education

Association Management

Business Intelligence (BI)

Collaboration

Enterprise Resource Planning (ERP)

Environmental, Social, and Governance (ESG)

Facility Management

Meeting Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Cloud Storage

Continuous Delivery

Data Center Backup

Data Governance

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Print

Master Data Management (MDM)

Message Oriented Middleware

Metadata Management

Network Function Virtualization (NFV)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Robotic Process Automation (RPA)

SQL Server Performance Monitoring

Security Validation

Software-Defined WAN

Virtual Private Network (VPN)

Web Scraping

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Contest Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Job Site Management

Project Management

Transcription

Waste Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Automotive

Car Rental

Clinical Data Management

Equation Editors

Healthcare Learning Management

Vertical-Specific

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### Account Mapping
User consensus seems to be that account mapping is a strong point of Crossbeam. Reviewers appreciate the platform's ability to automate and simplify the traditionally manual and time-consuming process of account mapping with partners. The tool's functionality in identifying shared customers, prospects, and overlapping opportunities efficiently streamlines collaboration and enhances strategic decision-making. While some users express minor concerns about data variations between partner organizations impacting accuracy, overall, Crossbeam's account mapping feature is praised for its effectiveness in facilitating productive partnerships.

### Partner Collaboration
Users consistently highlight Crossbeam's partner collaboration features as a key strength of the platform. They appreciate the ease of collaborating with partners, quick wins in identifying joint clients, and the efficiency in creating joint business plans. The ability to account map with partners, share data, and streamline collaboration processes has been instrumental in enhancing productivity and fostering stronger partnerships. Despite some minor feedback on report customization and navigation challenges, users overall find Crossbeam's partner collaboration functionalities to be valuable in driving successful joint initiatives and maximizing the potential of partner relationships.

### Partner Onboarding and Engagement
Users generally appreciate Crossbeam's user-friendly interface and the support provided by the team for partner onboarding. However, there are concerns raised about the process of inviting partners and managing permissions, with some users feeling that improvements could be made in this area to enhance the overall partner engagement experience. Despite these challenges, users acknowledge the value of Crossbeam in facilitating secure and efficient collaboration with partners, particularly in identifying joint opportunities and driving co-marketing and co-selling initiatives.

### Sales and Marketing Alignment
User sentiment about Crossbeam's sales and marketing alignment capabilities varies, with some users praising its ability to streamline account mapping and enhance partnership strategies. Others express concerns about the platform's limitations in translating mapping outcomes into actionable sales execution plans. Despite differing opinions, many users appreciate the platform's integration with Salesforce for efficient data sharing and collaboration with partners in targeted marketing efforts.

### Lead Generation and Prospecting
Users are generally pleased with Crossbeam's lead generation and prospecting capabilities, citing the ease of identifying potential business opportunities and generating warm leads for their sales teams. However, some users have highlighted challenges with data matching accuracy between partners, which can lead to a reduction in overlap precision. Despite these concerns, the overall consensus leans towards the effectiveness of Crossbeam in facilitating lead identification and partnership collaboration.

### Opportunity Management
Users generally praise Crossbeam's ability to streamline partnership opportunities and account mapping. The platform's opportunity management functionality is highly regarded for its efficiency in identifying mutual customers, prospects, and open opportunities. Users appreciate the ease of access and clean UI, which facilitate sharing partner data securely and without compliance issues. Crossbeam's opportunity management capabilities have been instrumental in helping users identify collaborative opportunities, drive pipeline growth, and enhance partnership success by creating mutual value. The platform's real-time data insights and automated processes have significantly improved the efficiency of account mapping and co-selling activities, leading to strengthened relationships with partners and increased business opportunities.

### Customer and Partner Insights
Users consistently praise Crossbeam's customer and partner insights capabilities. They appreciate the platform's ability to provide valuable insights into mutual customers, prospects, and open opportunities shared with partners. The tool's intuitive interface and efficient data syncing with CRMs like Salesforce have been highlighted as key strengths by users. Additionally, the customer success team's responsiveness and support in maximizing the value derived from customer and partner insights have been commended. Users find that Crossbeam streamlines the process of evaluating partner prospects and identifying areas for strategic collaboration based on shared customer data. The platform's role in facilitating account mapping and enhancing partnership strategies has been well-received by users, who value the actionable insights it provides for driving successful co-selling initiatives.

### Reporting and Analytics
Users have varying opinions on Crossbeam's reporting and analytics capabilities. While some appreciate the simplicity and efficiency of the setup, others find the reporting tool lacking in features such as automatic updates and visual dashboards. The ability to export reports and connect with partners is valued, but there are concerns about the lack of customization options and difficulty in modifying reports. Despite some drawbacks, users acknowledge the real-time data synchronization with CRM systems and the potential for efficient partnership evaluation through the platform. Crossbeam's customer success team is commended for their responsiveness and support, although there are ongoing improvements needed in terms of filtering and user-friendliness within the reporting feature.

### Strategic Partnerships
Users consistently highlight Crossbeam's strategic partnerships capabilities as a key strength, emphasizing the platform's role in streamlining partner referrals and accelerating co-selling efforts. The ability to identify prospects on both ends and facilitate introductions to preferred partners has been particularly lauded. Furthermore, Crossbeam's provision of insights into prospects' tech stacks and identification of partner coverage gaps for strategic accounts have been instrumental in enhancing alliance value across organizations. The automation of account mapping processes and real-time data access have significantly optimized partner evaluation and deal flow, allowing teams to focus on strategic initiatives rather than administrative tasks.

### Data Sharing and Security
Users consistently highlight Crossbeam's robust data sharing and security features as a key strength of the platform. The ability to securely share real-time data with partners has significantly streamlined collaboration efforts and enhanced partnership opportunities. Customers appreciate the ease of connecting with their partner ecosystem and generating reports that analyze account overlaps with up-to-date data. The Crossbeam Team's responsiveness and flexibility in providing assistance further contribute to a positive user experience in terms of data sharing and security.

### Integration and Automation
Users consistently highlight Crossbeam's integration and automation features as key strengths of the platform. They appreciate how it simplifies the process of evaluating technology partners and identifying co-selling opportunities. The ability to automate partner overlap identification and streamline account mapping processes has been particularly beneficial for users, allowing for more efficient decision-making and resource allocation. The integration with Salesforce is also lauded for its effectiveness in providing accurate and real-time data, ultimately saving time and improving overall operational efficiency.

### CRM Integration Strategies
Users generally find Crossbeam's CRM integration capabilities to be a valuable asset for connecting CRMs with partners efficiently and effectively. The reviews highlight that while there may be challenges in getting all partners on board swiftly, the dynamic data payoff is worth the initial time investment. Some users have expressed concerns about data privacy issues and the need for partners to also be on Crossbeam for seamless integration. However, overall, the sentiment leans towards the positive side, with users appreciating the ease of connecting partners and generating reports to identify overlaps in customer bases.

### Channel and Alliance Management
Users consistently praise Crossbeam's channel and alliance management features for their ability to facilitate efficient communication and collaboration with partners. The platform's automated processes and real-time updates are highlighted as key advantages, enabling users to identify shared opportunities and strategize effectively within their partner network. Additionally, the tool's capability to provide valuable insights into partner organizations' CRMs without compromising data privacy is lauded as a significant benefit by users.

Users highly recommend using Crossbeam to activate partnerships and automate processes. They suggest integrating with your tech stack and leveraging the APIs provided by Crossbeam. Additionally, users highlight the significant time saved in qualifying partnership deals as a major benefit of using Crossbeam. They recommend taking advantage of the Free tier offered by Crossbeam and reaching out to their team for guidance. Overall, users find that Crossbeam has greatly improved their efficiency as Partner Account Managers and strongly encourage others to give it a try.

Crossbeam is a partner ecosystem platform from the company of the same name headquartered in Philadelphia. We act as a data escrow service that finds overlapping customers and prospects with your partners while keeping the rest of your data private and secure.

Starter

Growth

Established

Referral Rock

Bootstrap

Scale

Contract

TUNE Partner Marketing Platform

Crossbeam

Partner Relationship Management (PRM) software is designed to improve communications between companies and their business partners. Business partners may include suppliers, distributors, and resellers. This type of software allows companies to make data like shipping schedules, marketing materials, or pricing data available to partners, often through a partner extranet. PRM is sometimes thought to be a subset of CRM.

Partner Relationship Management

January NYETM 2020 - Crossbeam Demo

Likelihood to Recommend

Partner Lifecycle Management

Enables users to identify and onboard partners, distribute marketing funds, as well as track deals, journeys, and the evolution of co-selling initiatives with partners.

Deal registration

Enables users to register and track the status of deals with partners.

Lead distribution

Refers to automated tracking, scoring, routing, and optimization of leads between partners.

Market development funds (MDF)

MDF functionality allows users to process partner requests to cover marketing expenses, visualize contract values, and track spending.

Co-op advertising

Enables the distribution of post-sale advertising cost compensation.

Partner discovery and onboarding

Enables users to locate, engage, recruit, and provide sales enablement training for new partners.

Referral tracking

The ability to submit, track, and provide payment for partner referrals. This may also include suggested sales and discounts.

Journey builder

Pre-built or customizable customer journey templates and portals to automate and personalize partner journey experiences throughout multiple cross-channel touch points such as email, direct mail, mobile, web, advertising, etc.

Content Management Capabilties

Content management

Content management tool for storing and managing versioning of electronic documents, images, etc.

Co-branded collateral

Allows simultaneous work with partners on co-branded content.

Content sharing

The ability to distribute and share content, including sales and marketing material, with partners and co-workers.

Partner collaboration tools

Partner workflow tools to facilitate collaboration on campaigns, ensure compliance with business rules, optimize performance, and avoid duplicate tasks.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Data exportability

Data can be exported via a CSV or Excel file for further reporting and analysis outside of the tool.

Partner performance analytics

Provides insights around partner performance and benchmarking for KPIs.

Atlassian Jira

Optimizely Feature Experimentation

Director of Product Management

Crossbeam 2021-12-09 16:28:17

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Slightly confusing

Intuitive and easy

Easy to check

Ability to connect

Option to use

Home

Partner Relationship Management Software

We use Crossbeam at TrustRadius to connect with partners and potential partners in order to uncover overlapping accounts. Crossbeam allows you to map accounts between you and the partner and only reveals information when a match/overlap is found. This enables us to understand the potential opportunity for our business and our potential partner for mutual customers and for co-selling and co-marketing opportunities.

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

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.

Seamless connection to partners and potential partners
Salesforce integration for keeping account lists up to date
Matrix for viewing overlaps with partners
Ability to export reports to manipulate in other tools
Easy team management / inviting co-workers

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.

Jira Software, Heap, Optimizely Full Stack

Crossbeam

Overview

What is Crossbeam?