Video Reviews
262 Crossbeam Reviews
Overall Review Sentiment for Crossbeam
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Setup is simple and efficient, and the existing user base makes it easy to quickly find value in the tool. Connecting with partners and pulling reports on customers, open opps, and prospect that overlap make account mapping a much more efficient task. Review collected by and hosted on G2.com.
I would prefer more features to control the data being tracked. For example, if sensitive accounts are not yet sharable with partners, it would be much more efficient to turn those off from view rather than turn off the data sharing setting on the entire overlap report. It would also be beneficial to have a way to track action items and create custom fields in our reporting. I have heard from the Crossbeam team that these are features in the roadmap plans, so I would be curious to see how those work once they are launched. Review collected by and hosted on G2.com.
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Crossbeam has made account mapping simple. Any tool that replaces a very manual, inaccurate process with something that is a pleasure to use and always updated, is an easy win. Review collected by and hosted on G2.com.
There are a few tweaks that could make the interface easier to use. However, I do think the team has done a fantastic job listening to use feedback and making great updates Review collected by and hosted on G2.com.
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The ease of use. Its intuitive, the set-up is easy, and it makes it effortless to use it post-initial set-up which saves so much time and delivers immediate value. Review collected by and hosted on G2.com.
Can't really complain. Their free plan literally give you everything you need to get stared with account mapping. Review collected by and hosted on G2.com.
Instant and secure account mapping and you get a great overwiev of your partnerships.
It is also easy to identify new potential partners and get valuebale data before jumping into anything.
The Reveal Salesforce App is also a perfect addition to our salesstack and makes it so easy when reaching out to prospects! Review collected by and hosted on G2.com.
In all honesty, i cant think of anything as of yet!
If there has been something, they have great customer support and listen to any feedback you might have! :) Review collected by and hosted on G2.com.
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I love Crossbeam for discovering opps. It helps build trust within the partner ecosystem and create a network effect of opportunity building. It simplifies the process of sharing lead, opps and customers. (Who wants to see another shared google doc?) Review collected by and hosted on G2.com.
There is nothing I dislike about Crossbeam. It is more about how others use it and a reliance on it instead of old-fashioned trust building exercises. The ability to export data has been limited... I get it, it helps hyper focus our expectations and profiling. Review collected by and hosted on G2.com.
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Reveal provides instant and secure account mapping, great partner overviews, a useful Hubspot integration that enables you to use partnerships data for your GTM-efforts Review collected by and hosted on G2.com.
As account mapping tools are rather new to the market, we've had some difficulty figuring out how to best use the data. However, creating playbooks and leveraging the data in a thoughtful way resulted in great insights for the teams. Review collected by and hosted on G2.com.
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Our team is excited about using crossbeam around partner influence. The implementation was very seamless, and the tool overall is impressive. Enabling the sales team was also easy, thanks to the fantastic product. Review collected by and hosted on G2.com.
We love everything about Crossbeam; one con is the dupes in the crossbeam on the crossbeam object. The team mentioned they are working on this! Review collected by and hosted on G2.com.
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It's brilliant to be able to see the crossover between customer groups with potential partners. Review collected by and hosted on G2.com.
It's significantly difficult to find a new connection. There are contacts who say they are in Crossbeam and I can't effectively search for them. I'd like it to be just as easy to connect on Crossbeam as to connect on LinkedIn. Review collected by and hosted on G2.com.
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It is easy to use and the layout is clean and simple. I can easily connect with known and unknown partners alike so that I can easily grow my partnership network. Review collected by and hosted on G2.com.
I have not found anything to complain about. Review collected by and hosted on G2.com.
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Its a very smart tool where you connect your CRM and then connect with your partners and you share your customers and prospects. You can share whos account managers so its very helpful if you are partner manager. Review collected by and hosted on G2.com.
like all services it not perfect but there are no specific big thing that I dont like that need be poited out. Review collected by and hosted on G2.com.