G2

Cory S.

Mid-Market (51-1000 emp.)

3/27/2023

"Must have! Full integrate this tool into your sales & CSM team to get full partner traction!"

5/5

What do you like best about Crossbeam?

Reveal has features that save me time! Their marketplace allows me to see if a partnership makes sense just off the overlap %. That tells me if I should reach out or if the potential partner has reached out, does a convo makes sense. This has saved me 10+ 30 minute calls. I also use this info for hunting for new partnerships. In addition, I think the way Reveal prices makes them a more attractive solution than their closest competitor. Review collected by and hosted on G2.com.

What do you dislike about Crossbeam?

The only thing I can add here is I like the way they do their filtering/reporting, but if you are used to making reports, it doesn't look like Reveal does that. Yet the way they do their "reports" is by simply leveraging filtering in the 360 Mapping. Which I love, but it wasn't made clear to me initially and required a call with my rep to walk me through it. Review collected by and hosted on G2.com.

What problems is Crossbeam solving and how is that benefiting you?

We have Reveal fully integrated into our Salesforce instance. This has given me the ability to get Reveal in front of our AE, SDR, BDR & CX teams faster & way more efficiently. I've done trainings with every team that will touch Reveal on how to leverage it to drive sales & renewals. In addition, our teams use the info to reach out to the partner to discuss the account. I call it "co-intel" vs. "co-selling". Our sales team is able to connect with the partner's CSM team to find out things like, who is the decision maker, what was their buying process and anything else that might be useful in the sales cycle. Reveal has shortened the gap in our sales cycle, increased conversion and increased our probability of making a sale. Review collected by and hosted on G2.com.

Response from Clark Gronek of Crossbeam

edit

Thanks for taking some time to leave a review! We love to hear that you have been able to save time and effort using Reveal. Discovering new partners is one of the our favorite use cases of the platform so we're glad you have been able to integrate it into your own process.

We appreciate your feedback and recognize that many users are used to building reports. We're always looking to enhance our user experience so your notes are well received!