Crossbeam Reviews & Product Details

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.

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.

Ease of use. Ease of linking to other partners and finding data. Report creation. There are so many things "easy" about Crossbeam that is has become a critical element in our Technology/Integration partner evaluation. Review collected by and hosted on G2.com.

Recently Crossbeam has been changing elements from free to subscription without notification other than pop up in UI. Frustrating, especially in December when it's the end of the sales year for most and getting last-minute deals closed.

Also, I wish when a partner invite is sent, the person's role within the organization was included; is the invite a corporate initiative or simply an AE looking for data? Review collected by and hosted on G2.com.

Ability to see insight into where partners are engaged and how their pipeline is developing. Having early/first hand on if a partner is talking to your client is so key to ensure you can stay strategic and in the drivers seat with your clients. Review collected by and hosted on G2.com.

I find sometimes that its not always easy to navigate or labeled well. After using it, you learn but the labeling and naming could be clearer. Review collected by and hosted on G2.com.

I love how easy it is to build into our existing systems and processes once we get it all implemented. I also loved the support team at Crossbeam. They are responsive, always helpful, and always pleasant. I would absolutely recommend Crossbeam to a friend or colleague. Review collected by and hosted on G2.com.

I dislike that I am limited in the types of fields I can add to Crossbeam. Depending on the type of partnership, sometimes we want to share some strange data. I think Crossbeam would be best if it were more of a data sandbox, where once we make a valid connection via the URL or whatever else is used to match, we can do whatever we want with the data we share / use. That would be INCREDIBLE. Review collected by and hosted on G2.com.

I really appreciate Crossbeam because it connects smoothly with our CRM and quickly shows us important overlaps with our partners. It’s like having a radar that reveals hidden revenue opportunities. The interface is super easy to use, and the matching logic is spot on; we've discovered warm introductions that we might have missed otherwise. Plus, Crossbeam makes our work more efficient by giving us partner-sourced leads and clearing up the usual confusion around account ownership. It’s definitely been a game-changer for us. Review collected by and hosted on G2.com.

Onboarding non-technical partners has been our biggest challenge. Crossbeam is awesome for teams that already have tidy CRM data and some operations know-how, but it can be a bit much for those without a RevOps person on board. Plus, the jargon can be a bit confusing—having a glossary or some helpful tooltips would really make things easier for users who are new to this stuff. Review collected by and hosted on G2.com.

Crossbeam enables Adobe teams to securely uncover overlapping accounts with partners, making it easier to identify co-selling opportunities and drive joint pipeline growth. Its intuitive interface and automated data syncing reduce manual work and accelerate partner collaboration. Review collected by and hosted on G2.com.

However, Crossbeam’s effectiveness is limited by the quality and completeness of partner data, and some users find it challenging to navigate complex data permission settings without dedicated support or training. Review collected by and hosted on G2.com.

The platform is easy to use and has nice UI. It's out of the box functionality is solid and the ability to customize is solid. Review collected by and hosted on G2.com.

Could use more features like the ability to add custom objects into the platform. Review collected by and hosted on G2.com.