Crossbeam Reviews & Product Details - Page 3

I have been using Crossbeam for a few months now and I am very impressed by its features and benefits. Crossbeam is a partner ecosystem platform that helps me find and activate partnerships with other companies, securely share data with them, map accounts and identify overlaps, and co-sell with them to drive more revenue. Crossbeam has made my partnership management much easier and more effective.

Crossbeam has helped me grow my business by enabling me to:

- Discover new leads and prospects from my partners’ networks

- Advance existing deals and shorten sales cycles with partner support

- Grow joint accounts and increase customer retention with co-marketing and co-delivery

- Build trust and credibility with my partners and customers Review collected by and hosted on G2.com.

- Crossbeam can sometimes be slow to load or sync data, especially when there are a lot of overlaps or partners involved.

- Crossbeam does not have a mobile app or a browser extension, which would make it more convenient to access and use on the go.

- Crossbeam could have more integrations with other tools and platforms that I use, such as email marketing, social media, or analytics. Review collected by and hosted on G2.com.

The platform itself is a really simple idea, but the execution of it and the fact that most of our partners have adopted it means that we're able to account map very quickly and easily. It's helps massively when we're evaluating a new partner, we can quickly identify existing mutual clients (great for case study and GTM campaigns) and quickly identify mutual open opportunities, that helps us prioritise partner activitiy. Review collected by and hosted on G2.com.

Sometimes, crossbeam can be a bit slow - but we're using the free version, so I can't really complain! Review collected by and hosted on G2.com.

Ease of use, security, and support teams Review collected by and hosted on G2.com.

Would love to see sharper sales intelligence tools and comprehensive partnership scoring/success metrics Review collected by and hosted on G2.com.

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.

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.

There are many things that I like about Reveal! To start with, I like the user interface, which is intuitive and easy to navigate around, and that is also the feedback we get from our partners that we invite to use Reveal.

Reveal makes account mapping a breeze, and getting that 360c overview is so valuable and makes it much easier to prioritize the most important accounts for you and your partner(s).

The integration to HubSpot and how it is possible to enable Sales and CX about important information they can use to add value to your customers and prospects are very valuable to us.

Lastly, we appreciate the 360 views of our partners that we are connected with in Reveal. This functionality gives us even better insights into the tools our customers and prospects use and how we might fit, or the partner, in their tech stack so we become more relevant in our conversations with them. It can also give us a hint as to where we should prioritize future integrations. Review collected by and hosted on G2.com.

We have been using Reveal for about a year, with a combination of the free version and in late 2022, the paid version, and so far, so good.

Whenever we have some feedback, we feel that the Reveal team listens and do what they can to fix it or put it on the roadmap. Review collected by and hosted on G2.com.

Reveals awesome! It allows you to see details about accounts in your territory that were once thought impossibe. Things like who they are a customer of and who is selling to them. Review collected by and hosted on G2.com.

For the current macro economic environment tech stack consolidation and reduced expenses are top of mind for everyone. Everyone is fighting for dollars; therefore, those who have open opportunities at the same accounts you're trying to sell to may become adversaries instead of partners in an alliance. Review collected by and hosted on G2.com.

The platform is incredibly valuable. What a concept. The matrix is critical. Connections directly to the CRM make this a real-time insights tool for us, and our entire company and team. Review collected by and hosted on G2.com.

Some hesitancies by some partners to share data... this isn't on Crossbeam, but anything that can be built in to help with this e.g. "auto NDA", would be amazing. Review collected by and hosted on G2.com.

Crossbeam was used at a tech (SAAS) company with a partner resell network and direct sales focus.

- Found partners with higher-up relationships to help bring in and win business, faster

- Found partners with cross-departmental relationships and expanded usage

- Removes manual account mapping process between two or multiple companies and is always up to date in real-time

- Qualifying new partners

Within the first 3 months, we had a large 6 figure deal but no access to the c-suite (our competitors did) Using Crossbeam we uncovered partners that had relationships, reached out and found a partner with c-suite relationships. We brought them in and won the business together. This one deal paid for the software, 20x. Review collected by and hosted on G2.com.

The biggest challenge we faced wasn't necessarily due to Crossbeam's technology. I experienced challenges around partners that weren't willing to share, clean, and upkeep their data. Crossbeam has measurements in place to ensure the data doesn't become abused which most partners started to realize once they took baby steps into using the product. The ones who were onboard from the get-go were the ones we saw quick and early success with, together!

It takes work and time but in the end, it's all worth it. Review collected by and hosted on G2.com.

Having used Crossbeam for the last three years I find this forms an essential part of my day-to-day management of my partner network. The ability to quickly vet potential partners without having to rely on oputdated spreadsheets is a huge bonus. For ongoing engagements, giving the sales team oversight of the available partners to progress their deals has helped to show the benefit that the partner team can deliver and fostered stronger ongoing relationships between the two teams. Review collected by and hosted on G2.com.

Honestly, I'm yet to find much that I don't like about the platform. Crossbeam's only just getting its presence in the UK set up, so hopefully we'll see some of the events of a similar calibre to those in North America, but other than that it's been a great experience using it. Review collected by and hosted on G2.com.

Crossbeam has drastically enhanced my day-to-day by automating account mapping; I can now identify opportunities more efficiently and make quick decisions on where we should spend our time. Review collected by and hosted on G2.com.

The portal could be a bit more user-friendly, it took me a few tries to learn how to upload our client/prospect lists and have them in the correct format. Review collected by and hosted on G2.com.