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Crossbeam

Crossbeam

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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Learn from top reviewers

Excellent tool for partner evaluation and discovery!

Rating: 9 out of 10
December 11, 2021
Vetted ReviewVerified 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 ...
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Matthew Stanley
Manager - Product Management
Director of Product Management
TrustRadius
Crossbeam1 year of experience
Verified on LinkedIn
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Pricing

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Crossbeam

Crossbeam

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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
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Product Details

What is Crossbeam?

Crossbeam Integrations

Crossbeam Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

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!

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

(1-1 of 1)
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Excellent tool for partner evaluation and discovery!

Rating: 9 out of 10
December 11, 2021
MS
Matthew Stanley
Director of Product Management
TrustRadius (Information Technology & Services, 51-200 employees)
Vetted Review
Verified User
Crossbeam
1 year of experience
Verified on LinkedIn
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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
Likelihood to Recommend
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.
Most Important Features
  • 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
Return on Investment
  • 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.
Other Software Used
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