Excellent tool for partner evaluation and discovery!
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
- 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
Cons
- 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.
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.
