Crossbeam Reviews & Product Details

The ease of direct account mapping, the accuracy of non-bolean errors, the convenience of automated alerts and notifications and the efficiency and scale of direct CRM (Salesforce) integration. My colleagues and partners are convinced that I'm on a vesting schedule with Crossbeam but alas, no, I just know how manual and antiquated partner ecosystem mapping can be without Crossbeam. Crossbeam access is a daily activity, second only to my calendar. Once we get the full implementation completed, I anticipate usage to increase tremendously across the organization, which I hear is a rather simple process with loads of customer support. Review collected by and hosted on G2.com.

The lack of a mobile app. Sometimes I can get away with using my Chrome browser but a native Android or iOS app would be a great help. Review collected by and hosted on G2.com.

The account mapping and partner overlap functionality is genuinely useful. We're on the Supernode plan and the ability to quickly identify where our accounts overlap with our partners' has changed how we approach co-marketing and partner-driven campaigns. We sync Crossbeam data directly into HubSpot, which means the partner overlap insights aren't siloed in yet another tool — they're right where our sales and marketing teams actually work.

I've completed a couple of Crossbeam certifications through the Academy, and the training content is solid. It's well-structured, interactive, and actually helps you get more out of the platform rather than just checking a box.

The CRM integration is seamless, and the network effect of 30,000+ companies makes it easy to connect with partners and start mapping quickly. Review collected by and hosted on G2.com.

The export limits can be a pain point. We've had to keep a close eye on our usage throughout the year to make sure we don't burn through our allotment before renewal. Some kind of better visibility or pacing tool around exports would go a long way.

The data permission and sharing settings can also get a little complex to navigate — especially when you're onboarding a partner who isn't particularly technical or doesn't have a RevOps person on their side. A smoother guided setup for less technical partners could help. Review collected by and hosted on G2.com.

Crossbeam allows us to upload and map account data (including via CSV for offline partners), making it easy to identify overlaps between Contentstack’s customers/prospects and those of our partners. The platform supports both online and offline partners.

The customer support has been helpful in troubleshooting issues and answering questions for implementations. Review collected by and hosted on G2.com.

Some partners may change their sharing settings or population definitions over time, which can affect the availability of overlap data in reports, which requires regular review and updates. The documentation for upgrading to the new Salesforce integration was lacking, lack of clarity on specific changes that were required to ensure a smooth transition. Review collected by and hosted on G2.com.

Seamless integration with our Salesforce CRM that allows for accurate mapping Review collected by and hosted on G2.com.

The limited number of systems administrative rights that would allow all members of our team to collaborate with partners Review collected by and hosted on G2.com.

Crossbeam gives our organization great visibility and detail into our partners’ install base. We use Crossbeam reporting to enrich our account database and target specific accounts that align with our initiatives. Review collected by and hosted on G2.com.

The only downside is that we don’t have full access to the entire partner organization’s install base—only to a select portion. Review collected by and hosted on G2.com.

Makes account mapping with Partners easy and straightforward, with a clear and simple process that’s intuitive and easy to follow from start to finish. Review collected by and hosted on G2.com.

Not all of my partners are on there, which honestly isn’t really a CB issue. Review collected by and hosted on G2.com.

Crossbeam provides a concrete way to estimate real valuing when sizing partnership opportunities. Being able to qualify a partnership by comparing overlapping prospects and customer bases is invaluable. Review collected by and hosted on G2.com.

I've had no issues with Crossbeam so far. Review collected by and hosted on G2.com.

There's so much I like about Crossbeam and it's ease of use, but its foundational account mapping feature by way of a really simple CRM connection is invaluable. It not only makes it really easy to identify which partner(s) to collaborate with during a sales cycle, but also simplifies partner evaluation, identifying beta customer for a new integration, or spotting co-marketing opps and more.

I also absolutely love the innovation around Crossbeam for Sales. The Chrome extension is one of my favorite features and makes ecosystem discovery super easy and delivers insights to sales teams where they are working in a very clear, actionable way. Review collected by and hosted on G2.com.

Very few dislikes! One or two minor things like being able to rename default populations or a bit more flexibility with CRM customizations. I also think it cold be helpful to share partner contacts at a connected partner (to help as people make moves and teams grow). Review collected by and hosted on G2.com.

I like how it is to use, we connected to our Salesforce and so all of our BU's have easy access to see what partners are overlapping in accounts and reach out proactivel. Review collected by and hosted on G2.com.

I'd like to see more use cases that others have used Crossbeam for but really don't have many dislikes, support is great, the product is easy to use, and it's easy to integrate into our other tools. Review collected by and hosted on G2.com.

Crossbeam makes it incredibly easy to identify overlapping customers and prospects, allowing us to prioritize co-marketing efforts that actually move the needle. We especially appreciate how seamless it is to surface warm leads and coordinate with partners on campaigns, making our outreach more targeted and effective. Review collected by and hosted on G2.com.

We’d love to see more advanced reporting capabilities and customizable dashboards to better track the performance of joint initiatives. Review collected by and hosted on G2.com.