Crossbeam has made account mapping for our teams seamless and automated, creating efficiency and accuracy for our partner teams. Review collected by and hosted on G2.com.

Crossbeam only accepts certain standard objects from Salesforce so that has created some limitations for us since we use Custom objects for certain data we would like to sync and map within Crossbeam. Review collected by and hosted on G2.com.

The UI is easy to navigate, and the sync with the CRM is seamless and real-time. It’s especially useful when we need to collaborate with our partners on shared customer opportunities or prospecting. Also very helpful internally to convince sales team on who to work with as a strategic partners. Review collected by and hosted on G2.com.

Not all users have access to exporting data as a spreadsheet (in my company, access isn’t granted to everyone). Review collected by and hosted on G2.com.

Crossbeam integrates perfectly with our CRM and helps us build partnership strategies. Review collected by and hosted on G2.com.

Maybe the Design, but it seems still very OK Review collected by and hosted on G2.com.

The Crossbeam Salesforce Copilot has supercharged our partner strategy, driving us to engage in more deals than ever before. Review collected by and hosted on G2.com.

The standalone app is a bit hard to navigate, so I tend to use the SFDC copilot. Review collected by and hosted on G2.com.

ability to locate the correct contact within an aligned vendor. being able to engage them directly for account intel is incredibly valuable Review collected by and hosted on G2.com.

requiring SFDC to have all accounts accurately synced to show accounts can be a challenge Review collected by and hosted on G2.com.

Very easy to navigate and filter. I use it everyday and can always find what I'm looking for quickly. Review collected by and hosted on G2.com.

Nothing at all. I don't have any issues with it right now. Review collected by and hosted on G2.com.

I like the ease of use and visibility it provides. The time savings alone in determining overlaps is amazing. However the ability to zero in on quick revenue and quick wins is a game changer. Review collected by and hosted on G2.com.

Only that we can't export data in Excel, however that may be a license limitation for us. I can still access these types of reports in SalesForce 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.

The most interesting thing in my opinion is the visibility of the overlays on the accounts that the oon is prospecting. Review collected by and hosted on G2.com.

We need to go through lot of clicks to achieve our goals Review collected by and hosted on G2.com.

A clear path to data driven account mapping and new partner acquisition Review collected by and hosted on G2.com.

No integration with AWS although offline partners works for now. Review collected by and hosted on G2.com.