Crossbeam makes it very easy for our team to identify overlaps in prospects, opportunities, and customers with our partners. The interface is generally intuitive and easy to use, and the reporting aspect of the software allows us to quickly identify overlaps and communicate those overlaps across our team. Overall, Crossbeam has become our go-to tool for account mapping sessions with our partners. Review collected by and hosted on G2.com.

It has taken our team some time to optimize the usefulness of the lists that we have created; many of these have been extremely effective for identifying actionable overlaps, while some do not end up serving much of a use case for our team. There can also be issues with the data that is generated, such as repeats in reported overlaps. The reports can also be overwhelming since they are dependent on good data from CRMs, which not every partner may have. Review collected by and hosted on G2.com.

It simplifies the account mapping stage with a new partner, the ability to set up automatic notifications to teams via Slack, and the value it adds when planning events and determining who to invite based on partner overlap. Review collected by and hosted on G2.com.

The reporting filters were a bit more flexible before the last update. I wish you could choose what co-pilot showed sellers in Salesforce. Review collected by and hosted on G2.com.

Crossbeam’s automated account mapping instantly shows which of your accounts overlap with your partners’ customers and prospects. This means you uncover new co‑sell and co‑market opportunities that would otherwise stay hidden. Review collected by and hosted on G2.com.

Crossbeam’s value depends heavily on whether your partners also use it and share data. If they aren’t active or willing participants, the platform’s insights and account mapping capabilities become limited. Review collected by and hosted on G2.com.

I love that it is the universal language when it comes to Partnerships and Account Mapping. Makes things easy and uniform for everyone involved! Crossbeam has also been great in supporting our team as we need enablement and additional use cases. Review collected by and hosted on G2.com.

Sometimes the data sync can leave a bit to be desired as you can't fully trust the data. Review collected by and hosted on G2.com.

It makes easier for partners and ecosystems to collaborate and focus on key target accounts Review collected by and hosted on G2.com.

Nothing really. Wish I could have this tool 10 years ago Review collected by and hosted on G2.com.

its ability to create trusted visibility between partners without requiring heavy manual coordination or spreadsheet-based account mapping. From a Partner Operations perspective, it helps accelerate partner engagement by quickly identifying customer overlap, validating existing relationships, and improving collaboration between sales and partner teams. Review collected by and hosted on G2.com.

From an operational perspective, there are also opportunities to improve usability and administration. I cannot have reports unless I ask them to Shana or Antoine on Usage Review collected by and hosted on G2.com.

Crossbeam is the core platform I use to perform my job as a technology partner manager. Without it I'd be lost in my partner QBRs Review collected by and hosted on G2.com.

Nothing, everything within the platform is extremely useful Review collected by and hosted on G2.com.

Massive improvement to the UI, especially the Deal Navigator. I really love that we can now save lists internally before sharing them with partners. Good integration with Hubspot, I also love the Chrome extension which imakes it easy for AEs to find info Review collected by and hosted on G2.com.

I feel that there is a lack of flexibility on pricing models Review collected by and hosted on G2.com.

I’ve been using Crossbeam for five years now, and I’ve consistently found the UI to be clean and easy to navigate. It’s been especially helpful for evaluating the potential success of a partnership by showing how many customers we have in common or what markets we could potentially be successful in together. Review collected by and hosted on G2.com.

It’s not a huge deal, but I wish I could pull up a list of all my partners who are on Crossbeam and add them from there, instead of having to search for each one individually. Review collected by and hosted on G2.com.

Crossbeam takes the manual back-and-forth of spreadsheets and turns it into a seller’s dream by automating the information and letting us create, organize, and save lists for reuse. Review collected by and hosted on G2.com.

It can be hard to learn all of the available features Review collected by and hosted on G2.com.