- Crossbeam is a platform that allows users to upload and map account data, identify overlaps between customers and prospects, and prioritize co-marketing efforts.
- Reviewers frequently mention the ease of use, seamless integration with CRM systems, and the ability to identify overlapping customers and prospects, which aids in prioritizing co-marketing efforts and strategic planning.
- Users mentioned challenges in onboarding non-technical partners, limitations in the types of fields that can be added, and difficulties in navigating complex data permission settings without dedicated support or training.
