--- title: Crossbeam Reviews meta_title: 'Crossbeam Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 407 reviews by the users' company size, role or industry to find out how Crossbeam works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 407 scale: '5' date_modified: '2026-07-17' parent_category: name: Partnerships Management url: https://www.g2.com/categories/partnerships-management --- # Crossbeam Reviews **Vendor:** Crossbeam **Category:** [Partner Ecosystem Platforms Software](https://www.g2.com/categories/partner-ecosystem-platforms) **Average Rating:** 4.8/5.0 **Total Reviews:** 407 ## About Crossbeam Crossbeam is the Ecosystem Revenue Platform that empowers go-to-market teams to securely share and access unique ecosystem insights from your partners' CRMs to uncover new opportunities, target the right accounts, and achieve your revenue goals. Connect with 30,000+ companies on the Crossbeam Network and identify the fastest path to revenue with Ecosystem Intelligence, recommended plays for your revenue team, and warm intros and co-selling with your partners. ## Crossbeam Pros & Cons **What users like:** - Users value the **effective partnerships management** of Crossbeam, which accelerates business wins and simplifies collaboration. (92 reviews) - Users value the **effective partnerships** fostered by Crossbeam, enhancing business opportunities and relationship-building with key stakeholders. (91 reviews) - Users find Crossbeam's **ease of use** impressive, appreciating its intuitive design and efficient setup process. (89 reviews) - Users find **data sharing capabilities** in Crossbeam invaluable for effective partnership strategies and lead generation. (68 reviews) - Users value the **efficiency of account mapping** with Crossbeam, saving time and enhancing collaboration with partners. (61 reviews) - Users praise the **seamless CRM integration** of Crossbeam, enhancing efficiency and collaboration in partner ecosystems. (34 reviews) - Users value the **efficiency improvement** of Crossbeam, transforming partner ecosystem mapping into a streamlined, time-saving process. (30 reviews) - Customer Support (28 reviews) - Users appreciate the **time-saving benefits** of Crossbeam, significantly enhancing efficiency in partner engagement and account mapping. (28 reviews) - Connectivity Ease (24 reviews) **What users dislike:** - Users find **data accessibility challenging** , struggling with connection searches and limited export capabilities in Crossbeam. (20 reviews) - Users report **partnership issues** due to unclear roles and inconsistent categorization, complicating collaboration and communication. (20 reviews) - Users find **data management limitations** frustrating, including restricted editing options and challenges with data cleanliness. (19 reviews) - Users face **CRM integration issues** with Crossbeam, leading to difficulties in visibility and connectivity between systems. (17 reviews) - Users note that **UI improvement is needed** for better intuitiveness and flexibility in Crossbeam's reporting functionalities. (17 reviews) - Improvements Needed (15 reviews) - Users face **partnership challenges** with Crossbeam, as many partners prefer competitors, limiting its overall effectiveness. (15 reviews) - Users experience **data inaccuracies** from partner information and CRM discrepancies, leading to confusion and miscommunications. (14 reviews) - Users find Crossbeam's **difficult navigation** challenges onboarding new users and understanding complex features without prior knowledge. (14 reviews) - Missing Features (14 reviews) ## Crossbeam Reviews ### 1. Crossbeam Partnership platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** That we can share different data points without giving access to our system. That helps our team avoid having to run through Trust and Security about giving partnership accounts in our CRM. **What do you dislike about Crossbeam?** I like the platform but there is a sync timing issue. It can take up to 6 hours to sync CRM fields to Crossbeam and that is longer than what we are used to. It doesn't always take that long but it does take hours at times. **What problems is Crossbeam solving and how is that benefiting you?** Sharing with partners and being able to control the different filters has been a good benefit for us. We are still ramping up but have been enjoying seeing the accounts and opportunities overlay with partners. ### 2. I can't live without crossbeam **Rating:** 5.0/5.0 stars **Reviewed by:** Marco D. | Director of Ecommerce Partnerships, Enterprise (> 1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** How quickly I can use Crossbeam to assess the potential value of a prospective partnership and action on new partnerships with regards to mutual customers or mutual prospects. **What do you dislike about Crossbeam?** Features are dependent on connections and plan upgrades, but not unexpected or an issue. Just something to consider and know early on. **What problems is Crossbeam solving and how is that benefiting you?** The black box of mutual customers, prospects, open opportunities, and providing a foundation for strategic and highly valuable account mapping for both sides of a partnership. ### 3. Great for getting reliable customer information from partners **Rating:** 4.5/5.0 stars **Reviewed by:** John O. | Growth Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** Well organized to identify who mutual clients and prospects are. It really helped us with our ABM strategy and CRM hygiene. **What do you dislike about Crossbeam?** It's dependent on if your partner actually uses it. We have 5-6 primary integration partners and only 2 use Crossbeam. We've gained a lot from the 2. **What problems is Crossbeam solving and how is that benefiting you?** Helping enhance partnership and facilitate deals between integration partners. This has helped us be more strategic and in turn more successful in our marketing and sales approach. ### 4. Great tool, needs more integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** I like how easy it is to onboard at Crossbeam and how much they improved their product and contents to make the insights we get from the tool actionable (the overlap matrix now offers suggestions of what to do with partners). **What do you dislike about Crossbeam?** The Google Sheets integration is shaky at its best, and they don't integrate with all CRMs that we use. Also, a lot of good features are now hidden behind a paywall. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam saves us time in assessing how good integration is, and it is also helping us set account targets between our company and our partners. Measuring Crossbeam's impact quantitatively is harsh because partner attribution is still a challenge. ### 5. A must have tool when you work in Partnerships **Rating:** 5.0/5.0 stars **Reviewed by:** Florian D. | Partnerships Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2022 **What do you like best about Crossbeam?** Reveal is a must-have tool for any Partner Manager. I love that I can do real-time account mapping with a partner in seconds. **What do you dislike about Crossbeam?** There are still things to improve, even though the tool is great. I would recommend making the filter views or filtering, in general, a bit more user-friendly. **What problems is Crossbeam solving and how is that benefiting you?** Doing account mapping and assessing a partnership can be time-consuming or difficult if you don't have access to the right data, but you can do all of that with Reveal as long as you connect with your partners in the platform. **Official Response from Clark Gronek:** > Hey Florian, thanks for taking some time to leave a review! We appreciate your feedback regarding the filter views. We are always on the lookout to improve our user experience so we will definitely keep this in mind! ### 6. Opens up a world of opportunities! **Rating:** 5.0/5.0 stars **Reviewed by:** Colin B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Crossbeam?** The simplicity and the speed of being able to find and connect with potential partners. **What do you dislike about Crossbeam?** It would be good to send multiple connection requests with the same intro message **What problems is Crossbeam solving and how is that benefiting you?** Understanding who else our customers use in their tech stack **Official Response from Clark Gronek:** > Simple speed is the name of the game, thanks Colin! In an effort to improve both of these qualities, we appreciate your feedback regarding the connection requests! ### 7. Mission critical tool for partner professionals **Rating:** 4.5/5.0 stars **Reviewed by:** Zac F. | Sr. Director, Global Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** * Large network of partners in our ecosystem * Excellent CSM and Support org * Relevant and engaging content for partnerships professionals **What do you dislike about Crossbeam?** * UI reporting functionalities can use some improvement (that being said, the team actively takes in feedback and is iterating) **What problems is Crossbeam solving and how is that benefiting you?** * identifying partner overlap * allowing sales reps to build partnerships into their workflows (account list creation, targeted outbounding, co-selling etc.) esp where they live (SFDC, Linkedin) ### 8. Streamlined Partner Account Mapping **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** Crossbeam has allowed me to easily collaborate with partners on target accounts. Instead of manually updating spreadsheets, Crossbeam stays consistently updated via the Salesforce integration to pull the most accurate information possible, saving everyone time. **What do you dislike about Crossbeam?** The downside of Crossbeam is that not all of your partners will be on Crossbeam. This means that instead of relying on one system (Crossbeam), you'll still have to use manual processes for other partners and remember when to switch systems. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam has eliminated the need for us to bug partners about updating account mapping documents. These processes are key to unlocking business opportunities, so eliminating constant reminders and inaccurate information has been very helpful. ### 9. Great Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2023 **What do you like best about Crossbeam?** I enjoy using their software to cross-reference partner client databases with ours. They make it so incredibly easy to do this. **What do you dislike about Crossbeam?** Nothing. It is very easy to use and super helpful. **What problems is Crossbeam solving and how is that benefiting you?** They are allowing my organization to form more and more intelligent partnerships with complimentary software companies. ### 10. Crossbeam grows my ecosystem with ease **Rating:** 5.0/5.0 stars **Reviewed by:** Colin P. | Senior Partner Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Saves all those spreadsheets across various locations and more saves the hassle of chasing other people to look up account alignment. **What do you dislike about Crossbeam?** Nothing, I just need to get my partners onboarded, which Crossbeam make really easy to do, and free. **What problems is Crossbeam solving and how is that benefiting you?** Save time chasing other alliance managers who are busy to look up the account, AE, ISR, and provide that information for me to enable co-sell, cross sell, upsell. ### 11. Crossbeam is a valuable tool for partnership marketers **Rating:** 4.5/5.0 stars **Reviewed by:** Jenn K. | Partner Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** I like being able to see all overlaps at a high level. At the partner level, it is great that we can create custom populations. **What do you dislike about Crossbeam?** The export limitations. It would be helpful to have benchmarks when we first connect with partners in order to track growth over time. **What problems is Crossbeam solving and how is that benefiting you?** Seeing customer overlap with potential partners and reviewing ICP prior to co-marketing is extremely valuable. ### 12. Engages strategic partnerships in an efficient, sustainable way. **Rating:** 5.0/5.0 stars **Reviewed by:** Laura H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Crossbeam?** Ability to customize data per partnership **What do you dislike about Crossbeam?** It would be more useful if new user invites were more authoritative. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam allows me to share selective customer data securely with partners and potential partners. ### 13. Crossbeam is gold for any partnerships team **Rating:** 5.0/5.0 stars **Reviewed by:** Derek A. | Senior Director, Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Crossbeam?** Before Crossbeam, we were manually account mapping in spreadsheets which was a nightmare. Now we have real-time account mapping that syncs to our Salesforce instance and can automate updates that help us engage our partner ecosystem in the most efficient way. **What do you dislike about Crossbeam?** Attribution is not part of the current CB solution. Often times there can be inaccurate data on companies with a lot of child orgs. (Think Google/Amazon etc.) **What problems is Crossbeam solving and how is that benefiting you?** Efficiencies in the account mapping process Real-time data syncs Automating of changes in account data This all leads to more sourced opportunities, bigger deal sizes, and accelerated sales cycles. ### 14. Essential tool for partner managers **Rating:** 5.0/5.0 stars **Reviewed by:** Tim C. | Partnerships & Alliances, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2022 **What do you like best about Crossbeam?** Automated Slack alerts and seamless account mapping make it super easy to get sales and partnerships aligned. **What do you dislike about Crossbeam?** I'm on the initial paid tier, so have to live with some limitations. The baked in reporting tool is only "meh" **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam answers the question "How do partnerships help sales?" And has been instrumental in building momentum for and with our GTM partners. ### 15. Crossbeam is foundational to a modern partnership motion **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Crossbeam gets me out of the laborious work of toggling between spreadsheets and CRMs to map accounts empowering me to focus on evaluating product market fit and driving commercial outcomes. Crossbeam has been nothing short of transformational for both my business and productivity. There hasn't been a first partnership call where I haven't recommended it to a prospective partner. **What do you dislike about Crossbeam?** Our sales org is in the process of migrating between salesforce classic and salesforce lightening, which requires me to enable two users twice as the crossbeam salesforce application is only available for lightening. **What problems is Crossbeam solving and how is that benefiting you?** Account mapping and cosell collaboration with partners ### 16. Crossbeam has been a great resource for our sales team and saves so much time. **Rating:** 5.0/5.0 stars **Reviewed by:** Lynne B. | AVP of Channel, Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** Crossbeam is an easy-to-use platform that has been a big time saver for our sales organization. Before, everyone talked about account mapping, but the traditional process of sharing lists was too cumbersome and overwhelming. **What do you dislike about Crossbeam?** I wish more companies used it. More data the better the information. **What problems is Crossbeam solving and how is that benefiting you?** Helping us quickly pinpoint common prospects, customers and opportunities in our partner ecosystem. ### 17. Absolute necessity for partner teams **Rating:** 5.0/5.0 stars **Reviewed by:** Deven R. | Head of Technology Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2022 **What do you like best about Crossbeam?** This product is easy to set up and provides a clear picture into a shared TAM. **What do you dislike about Crossbeam?** In the future I'd like to see some more advanced reporting capabilities. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam accelerates how I plan to work with my partners (ex. focus on integrations for existing mutual customers, plan partner marketing activities and use the data for ABM activities, etc.) ### 18. Having Crossbeam is a no brainer! **Rating:** 5.0/5.0 stars **Reviewed by:** Shauna L. | Partner Manager, EMEA, Enterprise (> 1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** It is so easy to use! I can see customer/prospect cross over instantly. I love that I get a notification when a partner has turned a prospect into a client. **What do you dislike about Crossbeam?** Some of our partners use CRMs that are not compatible e.g. Zoho. **What problems is Crossbeam solving and how is that benefiting you?** We use Crossbeam not only with existing partners but also to encourage new partners to come onto our Marketplace. ### 19. Partner Must Haves **Rating:** 4.5/5.0 stars **Reviewed by:** Jillian F. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Crossbeam helps automate a traditional manual and tedious process of account mapping. **What do you dislike about Crossbeam?** The fields pull based on each organization's SFDC instance, which means the types of accounts/segments/etc.. may vary significantly from partner to partner. **What problems is Crossbeam solving and how is that benefiting you?** Manual account mapping. A major benefit is finding accounts we may not have explored in a partnership had we not seen the overlap in Crossbeam. ### 20. Sparks conversations leading to more potential business. **Rating:** 4.5/5.0 stars **Reviewed by:** Ranjit J. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Easy to use once you are up and running and helps quickly identify prospects. **What do you dislike about Crossbeam?** Initially, you need to learn how to use the system as it is not as inituitive as it might otherwise be. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam helps me easily identify potential business and leads to better conversations. Makes my job easier and my time is used more effectively. ### 21. Crossbeam is an invaluable tool for our partner organization! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh J. | Senior Director, Alliances, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** It's easy to use, and it's a pretty disarming way to compare customers and prospects with partners in an easy manner. **What do you dislike about Crossbeam?** That not everyone uses crossbeam yet! Honestly, there's not a whole lot to not like. **What problems is Crossbeam solving and how is that benefiting you?** Comparing lists of customers and prospects is hard, and usually involves non-secure data practices like trading spreadsheets. Not awesome. ### 22. Crossbeam is one of the best partner solutions in the market. **Rating:** 5.0/5.0 stars **Reviewed by:** Ohad M. | Head of partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Crossbeam is easy to use, its success team is super devoted and caring, and most important - it's fast-growing with the majority of our current partners using it. **What do you dislike about Crossbeam?** The user interface could be a little more flexible and easy to master. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam helps me evaluate partner prospects by mapping out our shared customers and prospects. ### 23. Must have for partner teams **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew M. | VP Partnerships & Alliances, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** Easy to map accounts to identify mutual customers, upsell opportunities and joint pursuits to collaborate on. **What do you dislike about Crossbeam?** Recent changes to pricing and features are clunky and cumbersome, forces us to implement workarounds that are annoying and slowing our usage. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam makes it easy for us to identify accounts to collaborate on with our partners. ### 24. An amazing tool for partnerships **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana P. | Partnership Manager **Reviewed Date:** January 20, 2023 **What do you like best about Crossbeam?** I have access to all the potential partners I want to work with and their customers to understand how good a partnership would be. **What do you dislike about Crossbeam?** I'm not sure if this already exists but, to be able to section partners per field they work in. **What problems is Crossbeam solving and how is that benefiting you?** It allows me to see if the partner I'm interesting in working with, has common customers with me and that we work in a similar market. **Official Response from Clark Gronek:** > Hey Mariana, thanks for the review! I believe the feature that you are describing does exists in the directory where you can filter your partners by their ecosystem/industry. Hope this helps! ### 25. Reveal is a must for any growing partner programme **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy G. | Senior Director - Global Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Crossbeam?** Reveal has been fundamental to enabling us to grow and manage our partner ecosystem with just a small global team, covering all geographies and 100's of sellers and Customer Success folks. It takes all of the legwork out of tasks such as Account mapping, driving "sit up and pay attention" stats to our business and integration teams and it engages our Sales teams in the advantages of collaboration with our partners. In addition, you couldn't meet a more helpful and engaged team of people at Reveal, who are very willing and able to assist when needed - sharing technical assistance, white papers, steerage and best practice to drive our partner program forward **What do you dislike about Crossbeam?** To date, there is nothing we have discovered not to like! **What problems is Crossbeam solving and how is that benefiting you?** Our partner team is small serving a broad base and geographical spread of sellers. We couldn't expand our reach without Reveal. In addition Reveal offers us the opportunity to connect easily with our partners and immediately be able to begin co-collaborating on real business opportunities ### 26. Great tool for collaborating with partners **Rating:** 5.0/5.0 stars **Reviewed by:** Laura G. | Senior Partner Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** Crossbeam is easy to set up with salesforce data. You can invite your partners to share their data in the platform. You can easily view overlapping customers, open opps, and prospects. **What do you dislike about Crossbeam?** The free version used to have more functionality that was helpful such as downloading reports, and that is no longer available. I had promised a partner that I could do some account mapping for them just to find out the feature was no longer available. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam promotes transparency for account mapping with our partners. Without crossbeam we would do manual spreadsheet sharing. ### 27. Great tool for account mapping with your partners **Rating:** 4.5/5.0 stars **Reviewed by:** Erez M. | Head of partner success & operations, Enterprise (> 1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Crossbeam?** Easy & user friendly UI, great support from the crossbeam team, easy to onboard new partners **What do you dislike about Crossbeam?** Nothing to dislike! I really enjoy working on Crossbeam! **What problems is Crossbeam solving and how is that benefiting you?** Easy and quick account mapping with partners, quicks wins in identifying joint clients, opportunities and prospects, creating a joint business plan is much faster! No need for spreadsheets! ### 28. Great tool for AUTOMATED account mapping and sourcing new partnerships **Rating:** 5.0/5.0 stars **Reviewed by:** Xi W. | Channel Partner Manager, UK & Ireland, Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Crossbeam?** - Reveal's automated account mapping saves me hours per week in manually checking my company's accounts against my partners' - Absolutely no need for manual account list spreadsheets! - Easy mapping to Salesforce means you don't waste valuable time configuring account lists - Suggested partnerships based on data makes partner sourcing much easier **What do you dislike about Crossbeam?** - The only thing stopping me from using Reveal more is that not all partners have a CRM to integrate. However, with the CSV functionality, that's an easy obstacle to get over. The Reveal team are super responsive too and any feature requests are taken onboard quickly **What problems is Crossbeam solving and how is that benefiting you?** - Account mapping is made much easier using Reveal. Without Reveal, it was a long and manual process of looking up companies within our CRM and finding the right salesperson to introduce a partner to - With Reveal, the difference is immediate - I can find the relevant details and people and make intros within minutes ### 29. A must have for increase your opportunies of partnerships ! **Rating:** 4.5/5.0 stars **Reviewed by:** Baptiste L. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Crossbeam?** Easy interface A looot of companies use it French company ;) The account managment team **What do you dislike about Crossbeam?** The free version is very limited, but it's normal :) We can't edit our data source (imported thanks to hubspot API) **What problems is Crossbeam solving and how is that benefiting you?** It's so hard to manage a lot of partnership without a tool like reveal. ### 30. Reveal has helped us triple our qualified pipeline! **Rating:** 5.0/5.0 stars **Reviewed by:** Justin B. | Global Partner Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Crossbeam?** Reveal is one of my favorite platforms! Leveraging the data sourced from Reveal, we have managed to triple our monthly qualified pipeline in addition to making our sales teams more proactive. With its account mapping solution, the platform has vastly improved the quality of our partnerships by helping us prioritize the ones that we need to go after. Reveal has been a huge time saver by helping us decide if the partner is even worth integrating with before we start negotiations. Not to mention, Reveal has helped us expand our partnership ecosystem, helping us connect with companies that we didn’t even know about but shared a huge customer overlap with. **What do you dislike about Crossbeam?** There isn't much to dislike about Reveal as it's extremely user-friendly and brings a lot of opportunities. Perhaps, being notified whenever a new "suggested" partner joins Reveal would be a good addition. This way, we can immediately act upon it and consistently grow our partnership ecosystem. **What problems is Crossbeam solving and how is that benefiting you?** - Helped prioritize the partnerships that we needed to go after - Vastly improved our retention rate with customers - Gave us insight into how best to leverage a new partnership - Helped expand our partnership ecosystem - Energized sales teams into being more proactive - Streamlined conversations with other departments (CSM and Marketing) on which new partnerships to target ### 31. Makes life easier, makes business more Intelligent **Rating:** 5.0/5.0 stars **Reviewed by:** Shaun L. | Director Channel Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Simple, and efficient. It gets to many answers quickly and frees up resources **What do you dislike about Crossbeam?** Accuracy. I know this heavily dependant on our own data accuracy which isn't CB's fault, but just sharing this is the part that I dislike. **What problems is Crossbeam solving and how is that benefiting you?** Understanding the value a partner may or may not bring quickly and efficiently. ### 32. Crossbeam has been great for partnership collaborations. I am inviting new partners all the time! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie O. | Director of Partner Programs, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Crossbeam?** Account overlap mapping is by far the best tool. I was doing this manually before Crossbeam! **What do you dislike about Crossbeam?** I'd like to be able to add more columns to the account mapping to differentiate product offerings. **What problems is Crossbeam solving and how is that benefiting you?** I was manually mapping overlapping accounts with partners. This has been game-changing for collaboration with our partners! ### 33. One of those things you ask in every introductory partner call "Do you use Crossbeam?"! **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Partner Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Really easy to view shared clients to initiate case studies and other marketing initiatives. **What do you dislike about Crossbeam?** It doesn't integrate with our current CRM and you have to continuously update it on a sheet. **What problems is Crossbeam solving and how is that benefiting you?** It's really helpful for account mapping with other partners and you can see how many shared customers there are. ### 34. Revolutionised the way map referrals with partners **Rating:** 5.0/5.0 stars **Reviewed by:** Harry W. | Partnerships Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** Overlap matrix of Hubspot stages to work out mutual opportunities **What do you dislike about Crossbeam?** It's sometimes tricky to navigate / onboard new partners who have never used it before. Also I WISH it had whitespace sharing. **What problems is Crossbeam solving and how is that benefiting you?** Account mapping is usually a long and arduous process involving spreadsheets. Crossbeam removes that entirely, by syncing with my CRM. ### 35. Great for account mapping with partners! **Rating:** 4.5/5.0 stars **Reviewed by:** Michael Jed L. | Channel Partnerships Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2022 **What do you like best about Crossbeam?** We use Crossbeam at Chili Piper with our Partners. This gives the ability to account map and create a go-to-market game plan with each other. I'd recommend Crossbeam for organizations working with partners and need to identify collaborative opportunities and bi-directional leads. **What do you dislike about Crossbeam?** Crossbeam can be confusing at first when setting up sharing fields. However, after you've set the areas you want to be shared with your partners, it will automatically save them. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam solves entering manual data from Salesforce. You're also able to export the reports that you need. ### 36. Key tool for the partnerships function **Rating:** 5.0/5.0 stars **Reviewed by:** Teddy L. | Fellow (ODBD1), Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Crossbeam?** Reveal is super easy to use and helps us become more efficient and automated. We use the instant account mapping tool for every new potential partner to help scope their potential and know where to kick off the partnerships. The 360 directory is also really helpful when sales reps are going into new demos. I also have to say that their support function is excellent - I always get a response quickly on how to use certain areas of the platform. **What do you dislike about Crossbeam?** There's nothing I dislike - it brings a lot of opportunity for the team so that can create extra work at the start until you build your workflow. If I were to start over, I would get the sales team to understand its power earlier on in the process! **Recommendations to others considering Crossbeam:** It's free to set up so there is really no reason not to! **What problems is Crossbeam solving and how is that benefiting you?** We are gaining more insights into our leads and prospects - we are also making strong bonds with our partners by knowing which opportunities we can co-sell. Reveal has really helped add another layer of insight into every area of the function. ### 37. Great platform to accelerate partnerships between tech companies **Rating:** 4.5/5.0 stars **Reviewed by:** Christian S. | Director Tech Partnerships EMEA, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Crossbeam?** Reveal has an intuitive, easy-to-use interface and helps to understand account overlap with new partners as well as to identify opportunities to work more closely together with existing partners. Especially in bigger organisations like us, it's a real issue that not everyone in the org can be familiar with the global account list. Reveal was a great asset to understanding what and where the opportunity is. It's easy to also onboard additional data fields from the CRM to for example filter and sort by priority accounts, adopted products, customer tiers, etc. **What do you dislike about Crossbeam?** Not much really. The small bits that we did not like in the platform have been addressed by the product team. Their customer success team is always there to help and it's great that many of the things that have been a bit harder to do or did not work properly a year ago have all been resolved now! The only other thing I dislike is that some few partners or ours do not use Reveal (yet), so we have to go back to shared spreadsheets (and even those can be onboarded to Reveal now). **What problems is Crossbeam solving and how is that benefiting you?** - Understanding the opportunity with new partners - Doing more with the existing partner network and pointing out opportunities to work together - Mapping out the ecosystem of priority target accounts as well as current opportunities - all of that resulting in a higher win rate and additional sourced pipeline for us ### 38. Simple, yet immensely valuable **Rating:** 5.0/5.0 stars **Reviewed by:** Steven P. | Technology Partnerships Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Crossbeam?** Reveal saves me days. Being able to quickly identify all partner reps at an account and their email / current status (customer, opportunity, greenfield) is a gamechanger. The platform is SO simple, but so powerful. You are merging real time salesforce data from one partner to another - Reveal is a must-have for any semi-mature partner program. **What do you dislike about Crossbeam?** I wish there was an AE/rep view. We have certain ways that our partners want us to reach out, so if we had an AE dashboard where it showed current status (customer, opportunity, greenfield) without showing rep/email - that would allow our reps to be a little more proactive without a reveal owners help. **Recommendations to others considering Crossbeam:** A must have. **What problems is Crossbeam solving and how is that benefiting you?** Ability to quickly identify partner rep on account, account status, etc.. Being able to identify changes, if a new customer is signed at a close partner and your team can be proactive to reach out and create strategy around it. ### 39. Awesome Partnership tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily J. | Sr. Manager, Strategic Alliances & Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** Love the account mapping functionality and reporting. Makes it so easy to run a quick evaluation against the partnership opportunities. **What do you dislike about Crossbeam?** It would be really helpful to be able to better track partner invites with access to email addresses sent to and ability to send follow ups, etc.. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam allows us to quickly identify opportunities at a glance by taking the manual work out of pulling prospect and customer data for evaluation. This saves us a ton of time, energy and spreadsheet creation. ### 40. Crossbeam is undoubtably our most valuable solution as a global partnerships and alliances team. **Rating:** 5.0/5.0 stars **Reviewed by:** Micah S. | Partner Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** Simplified account mapping, customer engagement, and demand generation planning. The partner onboarding and functionality is incredibly easy to use and practical. **What do you dislike about Crossbeam?** Sometimes the tool cannot differentiate between specific opportunities in our CRM instance, labeling existing customer opportunities as net new opportunities. There are also intermittent error issues very seldom when accepting invitations from partners. **What problems is Crossbeam solving and how is that benefiting you?** Creating sales pipeline and assisting in partner go to market efforts as it relates to engaging our mutual client base, prospects, customers, and clients currently in our mutual pipeline. ### 41. Crossbeam has taken hours of manual work away from our partner managers! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** I like the about of time using crossbeam saves my team, and the insights we are able to share with our partners. **What do you dislike about Crossbeam?** It would be helpful if the invite included the ability to allow/permission partners to see the information immediately - often we have to go back to a partner and ask them for permission to view the data. **What problems is Crossbeam solving and how is that benefiting you?** It reduces the manual work we need to do when onboarding new partners. Allows us to work closely with our partners on co-marketing projects. ### 42. Makes collaborating with partners a whole lot easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** How easy it is to reference your data from whatever source you choose. It is easy to integrate with and helps get things moving a whole lot faster. **What do you dislike about Crossbeam?** Sometimes I find it hard to find the right functionality. If there was an easier way to make edits and change settings that would help! **What problems is Crossbeam solving and how is that benefiting you?** It is helping me to see who our overlapping customers are with our partners and who our overlapping prospects are. Greatly benefits our collaboration on projects together! ### 43. Very seamless integration! **Rating:** 5.0/5.0 stars **Reviewed by:** Leo T. | Senior Google Field Alliance Executive, East, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** It is so easy to use. I quickly integrated my reports and customer information to share with my partner, Google Cloud. **What do you dislike about Crossbeam?** It is not a standard tool that is used with all partners now. **What problems is Crossbeam solving and how is that benefiting you?** No more manual reporting! Automation rules! ### 44. Its very Cool platform, organised and professional way to exchange the leads **Rating:** 5.0/5.0 stars **Reviewed by:** Harita S. | Partnerships Alliances & Integrations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** 360 Mapping, Account Mapping, Multiplier **What do you dislike about Crossbeam?** Limitation of CRM's for now, but they are still exploring on that side **What problems is Crossbeam solving and how is that benefiting you?** Prospects and Customers - we dont have to ask every now and then with our Partners now ### 45. Great to have a visibility on my prospects in the tech stack **Rating:** 4.0/5.0 stars **Reviewed by:** Jan S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** I like best to see status for each of our partners **What do you dislike about Crossbeam?** I dislike or missing more context and more partners **What problems is Crossbeam solving and how is that benefiting you?** helping me in preparation to be seen as a professional who cares over his prospects ### 46. An essential tool in my day-to-day **Rating:** 3.5/5.0 stars **Reviewed by:** Tatiana V. | Head Of Partnerships, EMEA, Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2022 **What do you like best about Crossbeam?** Reach is the main strength - most vendors have heard of it, and most are on it. Makes it easy to consolidate and creates a source of truth. CRM integrations - help me scale **What do you dislike about Crossbeam?** Overlap and Reports UI isn't as intuitive as some other vendors. Overlap reports take time to run **What problems is Crossbeam solving and how is that benefiting you?** An essential technology for all partner professionals. Understanding our partners' footprint and our account overlap is the foundation of our work. ### 47. more help **Rating:** 3.5/5.0 stars **Reviewed by:** Nivedan k. | Head of Cloud and Technology Partnerships, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Crossbeam?** helpful is the use of UI for various purposes **What do you dislike about Crossbeam?** the complexity to find help for topics we working on **What problems is Crossbeam solving and how is that benefiting you?** account mapping is essential for partnerships , we are able to identify new leads with partners ### 48. It's true. Who shares wins. Near-bound is the way forward. **Rating:** 5.0/5.0 stars **Reviewed by:** John JB R. | Digital Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2022 **What do you like best about Crossbeam?** The service from the team is excellent, the product is outstanding and can really help drive near-bound sales. I'm hoping it'll become our most effective channel in time. **What do you dislike about Crossbeam?** There's very little to dislike. In an ideal world, I'd like more connected sources to connect and maintain data accuracy and data synch but actually, it's pretty amazing and very easy to update a data file for upload if you're not on Hubspot or Salesforce. **What problems is Crossbeam solving and how is that benefiting you?** It allows you to see where we're winning,your partners are winning and can improve the data you hold on prospects as well as clients. We have opportunities with partners we can investigate better and it improves focus for conversations with partners. ### 49. Crossbeam is the go-to tool for Partnerships **Rating:** 5.0/5.0 stars **Reviewed by:** Ronan V. | Director of Alliances, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Crossbeam?** Crossbeam is an indispensable tool for our partnership teams. It is powerful, trusted, easy to use, and continues to improve. CS team service is outstanding. **What do you dislike about Crossbeam?** Very little. With improvements, come some unexpected UI changes, but overall it is intuitive enough to figure out, and their service and support are excellent. **What problems is Crossbeam solving and how is that benefiting you?** Crossbeam saves us a lot of time in strategic account mapping and partner coordination and collaboration, with planning, field marketing and sales, and management. ### 50. Crossbeam has been a great asset to our channel sales organization. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Crossbeam?** Really a fan of the user interface, simplicity, and the excitement and willingness of the Crossbeam success team to help with issues and brainstorm use cases for us! **What do you dislike about Crossbeam?** I don't like that I cannot delete reports/populations/data sources in bulk. It gets pretty inconvenient to have to delete one by one. **What problems is Crossbeam solving and how is that benefiting you?** Solving a big account mapping and total picture view of our customer and prospect accounts in the channel sales org. ## Crossbeam Discussions - [What are you using reveal for and how?](https://www.g2.com/discussions/what-are-you-using-reveal-for-and-how) - 1 comment, 3 upvotes - [Where is crossbeam located?](https://www.g2.com/discussions/where-is-crossbeam-located) - 1 comment - [What is partner sourced revenue?](https://www.g2.com/discussions/what-is-partner-sourced-revenue) - 1 comment - [Is Crossbeam legit?](https://www.g2.com/discussions/is-crossbeam-legit) - 2 comments - [What does Crossbeam do?](https://www.g2.com/discussions/what-does-crossbeam-do) - 1 comment - [View Crossbeam pricing details and edition comparison](https://www.g2.com/products/crossbeam/reviews?page=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-26+00%3A00%3A35+-0500&secure%5Bsession_id%5D=378b2871-35aa-47f4-b08a-c8a28976be55&secure%5Btoken%5D=7222b89b8d0cc40d6ccd904191a0ab2323dda94f393cbe9d8ad58ed7c7918bb5&format=llm_user) ## Crossbeam Integrations - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [Common Room](https://www.g2.com/products/common-room/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Glean](https://www.g2.com/products/glean-technologies-glean/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [HubSpot Content Hub](https://www.g2.com/products/hubspot-content-hub/reviews) - [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Impartner PRM](https://www.g2.com/products/impartner-prm/reviews) - [Introw](https://www.g2.com/products/introw/reviews) - [LeanData](https://www.g2.com/products/leandata/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Dynamics Connector](https://www.g2.com/products/microsoft-dynamics-connector/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - [PartnerStack](https://www.g2.com/products/partnerstack/reviews) - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) - [Salesflare](https://www.g2.com/products/salesflare/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Torchlite](https://www.g2.com/products/torchlite/reviews) - [Tray.ai](https://www.g2.com/products/tray-ai/reviews) ## Crossbeam Features **Data Availability** - Contact Data Availability - Company Data Availability - Industry Research Availability - Technographic Data Availability **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Data Import & Export Tools **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up **Lead Intelligence** - Lead Validation - Lead Enrichment - Lead Quality - Lead Analysis - Browser Extension **Account Mapping** - Common overlaps - Mapping Segmentation - Account Mapping Playbook **Centralized computation** - Centralized Computation **Agentic AI - Marketing Account Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction **Data Accuracy** - Contact Data Accuracy - Company Data Accuracy - Technographic Data Accuracy **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Partner Discovery** - Content-Based Discovery **Localized computation** - Localized computation **Agentic AI - Lead Intelligence** - Cross-system Integration **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Performance Analysis** - Coaching **Partner Collaboration** - Brand Messaging - Offer Management **Agentic AI - Sales Intelligence** - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Internationalization - User, Role, and Access Management - Performance and Reliability - Reporting/Dashboards - Mobile User Support - APIs **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Sales Analysis** - ROI Forecasting **Analytics** - Conversion Tracking - Customer value tracking - ROI Measurement **Integrations** - Data warehouse Integration - CRM Integration - Account-Based Marketing Software Integration **Generative AI** - AI Text Generation - AI Text Summarization **Data Availability - Marketing Account Intelligence ** - Technographic Data Availability **Data Accuracy - Marketing Account Intelligence ** - Technographic Data Accuracy **Agentic AI - AI Sales Assistant** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Search - News/People Alerts - Connections - Reporting - Messaging ## Top Crossbeam Alternatives - [PartnerTap](https://www.g2.com/products/partnertap/reviews) - 4.7/5.0 (205 reviews) - [PartnerStack](https://www.g2.com/products/partnerstack/reviews) - 4.7/5.0 (910 reviews) - [Impartner PRM](https://www.g2.com/products/impartner-prm/reviews) - 4.5/5.0 (555 reviews)