Excellent tool for partner evaluation and discovery!
We use Crossbeam at TrustRadius to connect with partners and potential partners in order to uncover overlapping accounts. Crossbeam allows …
Overview
What is Crossbeam?
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…
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What is Crossbeam?
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.
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.crossbeam.com/how-it…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
January NYETM 2020 - Crossbeam Demo
YouTube
Product Details
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- Integrations
- Tech Details
What is Crossbeam?
Crossbeam Integrations
Crossbeam Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
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.
Reviews
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December 11, 2021
Excellent tool for partner evaluation and discovery!
Score 9 out of 10
Vetted Review
Verified User
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.