Crossbeam Reviews in February 2025: User Ratings, Pros & Cons

"Crossbeam is a life saver"

What do you like best about Crossbeam? Crossbeam has drastically enhanced my day-to-day by automating account mapping; I can now identify opportunities more efficiently and make quick decisions on where we should spend our time. What do you dislike about Crossbeam? The portal could be a bit more user-friendly, it took me a few tries to learn how to upload our client/prospect lists and have them in the correct format. What problems is Crossbeam solving and how is that benefiting ...

"Loving Crossbeam!"

What do you like best about Crossbeam? Crossbeam is saving our team tens of hundreds of hours monthly regarding account mapping. Being able to put our time into building relationships and prospecting rather than account mapping is an absolute game changer for not only our partnership team but our organization as a whole. What do you dislike about Crossbeam? Nothing yet! We are at the beginning stages of utilizing the platform but have enjoyed everything from the UI to the customer support ...

"Easy to use tool that accelerates sales alignment"

What do you like best about Crossbeam? We have been able to quickly identify cross-sell accounts with our business partners and start our co-selling initiaites. It also keeps us updated on changes in account status: like when our Partners win a new-logo. What do you dislike about Crossbeam? Obviously the quality and accuracy of the data being used impacts the results. Some of our Partners describe targets and prospects differently that we do, but even so, a bit of data cleansing is better ...

"Easy to use tool"

What do you like best about Crossbeam? It makes mapping accounts with my partners very simple. The UI is easy, and the setup with SalesForce was super simple for me. What do you dislike about Crossbeam? As a subscribing customer I wish I could have data update in my CRM. There is a more expensive package that is a custom integration with SFDC, but it would be nice if there was some out-of-the-box mapping. What problems is Crossbeam solving and how is that benefiting you? Allows me to have ...

"Even in early days, Crossbeam has helped us better utilize our strategic Partnerships"

What do you like best about Crossbeam? Easy to cultivate and improve strategic partnerships; relatively easy to use; helpful Crossbeam contacts What do you dislike about Crossbeam? quibble - it would be nice to populate data from Crossbeam in to speciifc SFDC fields What problems is Crossbeam solving and how is that benefiting you? easier to access data from Partners without having to use spreadhseets

"Sales team uncovered partners with deeper relationships that led to more wins and more revenue"

What do you like best about Crossbeam? Crossbeam was used at a tech (SAAS) company with a partner resell network and direct sales focus. - Found partners with higher-up relationships to help bring in and win business, faster - Found partners with cross-departmental relationships and expanded usage - Removes manual account mapping process between two or multiple companies and is always up to date in real-time - Qualifying new partners Within the first 3 months, we had a large 6 figure deal ...

"Crossbeam is a great tool for discovering mutual opps"

What do you like best about Crossbeam? I love Crossbeam for discovering opps. It helps build trust within the partner ecosystem and create a network effect of opportunity building. It simplifies the process of sharing lead, opps and customers. (Who wants to see another shared google doc?) What do you dislike about Crossbeam? There is nothing I dislike about Crossbeam. It is more about how others use it and a reliance on it instead of old-fashioned trust building exercises. The ability to ...

"Essential Partner Product"

What do you like best about Crossbeam? Having used Crossbeam for the last three years I find this forms an essential part of my day-to-day management of my partner network. The ability to quickly vet potential partners without having to rely on oputdated spreadsheets is a huge bonus. For ongoing engagements, giving the sales team oversight of the available partners to progress their deals has helped to show the benefit that the partner team can deliver and fostered stronger ongoing ...

"Essential Platform for creating real momentum through Partnerships!"

What do you like best about Crossbeam? Easy to use, control over data sharing, and tactical account mapping for generating partner leads! What do you dislike about Crossbeam? Not much. Sometimes the populations shared take a day to upload, but that does not slow me down at all. What problems is Crossbeam solving and how is that benefiting you? Account Mapping and Partner Revenue

"Crossbeam Makes Your Job A Lot Easier"

What do you like best about Crossbeam? Seeing opportunities, customers and shared prospects and being able to make and receive logical introductions. It's a huge timesaver and makes everyone look good. What do you dislike about Crossbeam? It's only as good as the data provided by either party. That's not Crossbeam's problem, but it will be yours. Also, there is a learning curve. Navigation sometimes feels cumbersome. What problems is Crossbeam solving and how is that benefiting ...