The Slack integration and Chrome extension are intuitive and fit naturally into my existing workflows. I like how it stays up to date with our CRMs, and the Copilot widget in SFDC is especially helpful. Pricing and ROI are great, and I’ve never run into any performance issues. The Deal navigator dashboard is also a strong feature and makes it easier to stay on top of deals. Review collected by and hosted on G2.com.

Please make reporting easier to export and update. I’m not sure what the best filters and columns are, and the data feels a bit clunky to work with right away. Review collected by and hosted on G2.com.

Being able to share important information and connect with other companies has been really helpful as I build a GTM strategy. The latest UI updates make it easier to navigate and find what I need, and the integration with SAP tools simplifies uploading information. The new AI integrations also improve how I use the product and help ensure I’m getting the right information. On top of that, the support has been amazing. Review collected by and hosted on G2.com.

My experience has been great so far, so I don't have anything to share in this field. Review collected by and hosted on G2.com.

Crossbeam gives me the ability to collaborate with partners in a trustworthy and confidential way, allowing me to better co-sell and co-service new business opportunities as well as existing customers. Review collected by and hosted on G2.com.

There are times when I find it challenging to access multi-party information directly inside of Crossbeam; however, given the CRM integration, I'm still able to find this information pretty easily. Review collected by and hosted on G2.com.

Instant access to partner data to triangulate and account map quickly, accurately, and confidently. This is an indispensable tool to me and my day-to-day operations, and should be for any other partner/alliances manager out there. Review collected by and hosted on G2.com.

Some of the work I need to do requires me to export data and work inside a spreadsheet, which is counterintuitive to the platform. It does not happen all of the time, but it's an extra step in the process when it does. Review collected by and hosted on G2.com.

Crossbeam is a great tool to use throughout the entire partnership life cycle. It adds value from the recruitment phase—helping qualify a partnership in or out—all the way through to continuously unlocking new opportunities to collaborate with partners across each territory. Review collected by and hosted on G2.com.

I’d like to see it influence more of the bigger players in the SaaS industry to adopt it. Right now, some key companies still haven’t joined the community, so the value can sometimes feel limited to a selection of best-of-breed players. Review collected by and hosted on G2.com.

Crossbeam is great for account mapping and for working with my partners to uncover hidden GTM opportunities. Review collected by and hosted on G2.com.

This isn’t so much an actual product-related issue with Crossbeam itself, but we do run into some limitations because of our integration with HubSpot. Since the data doesn’t flow both ways, we still end up relying on a lot of Excel sheets. It would be better if we could fully use everything within Crossbeam, although that may be on our side. Review collected by and hosted on G2.com.

Crossbeam is one of the easiest tools for finding partners within a specific account, seeing when a customer last purchased something with them, and using that data to develop AI Sales Plays.

It makes selling much easier when contact information and sales plays are right at your fingertips. Review collected by and hosted on G2.com.

I haven’t found anything I wasn’t pleased with. Review collected by and hosted on G2.com.

It works! Crossbeam gives me clear visibility into shared accounts, which helps me prioritize introductions, co-selling initiatives, and—most importantly for me—channel partnerships. Review collected by and hosted on G2.com.

It is complex in getting full extent of capabilities, however, the customer team really helps to remedy. Review collected by and hosted on G2.com.

Crossbeam helps me identify prospects that are in shared ecosystems with other partners - either as customers, open opportunities, or prospects. Their integration with salesforce, along with the UX on the dashboard site makes it easy to use in both CRM and website. Review collected by and hosted on G2.com.

Support and accessibility to certain features could be better. I'd like to be able to pull reporting and have certain functionality available within salesforce itself. Would assist in prospecting mass accounts. Review collected by and hosted on G2.com.

I can easily see which partner is the best fit for a target account. Review collected by and hosted on G2.com.

The search engine could be better. It would be helpful to have a built-in bot that can guide us to the right results. Review collected by and hosted on G2.com.