Crossbeam Partner Ecosystem Platform
CrossbeamReviews from AWS customer
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Crossbeam makes my life so much easier
What do you like best about the product?
The rep/account matching within Salesforce reports is awesome. When our sales reps meet with a partner’s sales reps, they can use the information in Salesforce to discuss other overlapping accounts. Crossbeam played a huge role in helping our partner team hit our quarterly partner-influenced goal.
What do you dislike about the product?
One thing that can improve is the layout/line graphs within the Crossbeam app. However, I spend most of my time viewing the Salesforce widgets and reports.
What problems is the product solving and how is that benefiting you?
Crossbeam plays an integral role in what I do daily. When our sales reps need partner involvement in their deals, Crossbeam provides instant visibility that allows us to strategize more clearly on which partners can help. Crossbeam plays a positive role in how we work/co-sell with our partners. Thanks to Crossbeam, we’re no longer spending time back and forth figuring out which accounts are customers and opportunities.
There is a lot to love about Crossbeam!
What do you like best about the product?
We can easily understand what partner involvement looks like because Crossbeam is synced with our Salesforce instance, so our data is real-time. I never have to worry about partner data being stale or inaccurate. Plus, Crossbeam's customer success team is excellent. Lauren communicates updates effectively, takes my product feedback seriously, and ensures we're maximizing our use of Crossbeam to support our partnership goals
What do you dislike about the product?
I'm looking forward to Crossbeam rolling out standard populations so we can easily distinguish a partner's populations (i.e. prospects, customers, opportunities, etc)
What problems is the product solving and how is that benefiting you?
Crossbeam helps us evaluate if a new partner should be an ecosystem partner (an integration) or an OEM partner (use Clearbit data to power a feature of their product). Using Crossbeam, we can also tell which of our accounts overlap with our partners to drive adoption of Clearbit. With this information, we can help our customers leverage Clearbit across their tech stacks and get more value from our solution. Additionally, we love doing co-marketing with our partners. Crossbeam is a gold mine when it comes to identifying customers for joint case studies with partners or co-marketing webinars
Amazing tool to grow partnerships
What do you like best about the product?
Crossbeam is a gamechanger. Speeds up account mapping and reduce time spent by partner team to review data. Thanks to APIs helps leverage partner data for marketing and more complex processes and campaigns.
What do you dislike about the product?
The time it takes to get partners connected as not all our partners are on Crossbeam yet. As the Crossbeam usage grows, this will get better and not be as big of a deal. Account mapping is a common practice in the partner business, but this takes a new approach that includes educating partners.
What problems is the product solving and how is that benefiting you?
Increase account mapping with current and new partners with real-time data. Identify more opportunities for partner involvement. Identify appropriate partners to support marketing campaigns (content, mutual customers, webinars).
Recommendations to others considering the product:
Integrating with your tech stack and leveraging the APIs is a must.
Crossbeam is a win for partnerships.
What do you like best about the product?
Safe way to do account mapping with existing and potential partners to evaluate the opportunity.
What do you dislike about the product?
No integration is built with our CRM Pipedrive, so we have to upload data manually. Hopefully, this integration is on their road map.
What problems is the product solving and how is that benefiting you?
Account Mapping
Prioritise partnerships
Prioritise partnerships
Game changer for tech partnerships
What do you like best about the product?
Crossbeam makes the once arduous task of coordinating partnerships as simple as logging into a dashboard. I love the reports feature.
What do you dislike about the product?
The management of tasks and communication layer could be better. Nobody seems to want to use threads.
What problems is the product solving and how is that benefiting you?
Partnerships
Fantastic software for deal acceleration
What do you like best about the product?
I love the upfront transparency that Crossbeam provides. No more poking around websites for mutual customers or doing ad-hoc verbal confirmations. Crossbeam allows us to understand how serious a potential partner is and to scope the opportunity out of the gate. It's allowed us to hone our focus to top priority prospects quickly.
What do you dislike about the product?
Sometimes we have trouble having potential partners trust Crossbeam as a third-party worthy of their customer list. Though, Crossbeam's ability to share overlap counts (w/o logos) has been helpful overcoming this. Also, I've noticed that a prospect's willingness to participate in the Crossbeam exercise is a good proxy for their interest in the partnership.
What problems is the product solving and how is that benefiting you?
Our team is split in many potential directions, so Crossbeam has helped us hone in on the most important prospects. Crossbeam has enabled us to set a data-driven threshold for how many mutual clients we need to have with a partner prospect before moving too far in the relationship. This has allowed our reps to spend more time working higher value deals.
Recommendations to others considering the product:
If you're considering Crossbeam, I recommend considering how much time your team spends trying to qualify partnership deals based on mutual clients / prospects. Crossbeam effectively eliminates that time cost.
Accelerates partnership activity and momentum
What do you like best about the product?
It takes the guesswork out of prioritizing partners. We know who to focus on and how to size the opportunity.
What do you dislike about the product?
I don't like having to export the results via Excel. I know they are working on connecting into certain databases, which will be very welcome.
What problems is the product solving and how is that benefiting you?
We are trying to create a marketplace of data companies. Understanding our overlap helps us understand whether or not their data will be valuable. We use Crossbeam really early in the process so both parties know whether there will be ROI. It takes all of the guesswork out.
Love the Salesforce App/Integration!
What do you like best about the product?
The Sharework Salesforce app drastically changes the way we can collaborate with Sales by having all of the information on the account level in Salesforce. Having this insight allows me to actively enable the Sales Team and Customer Success Managers to increase wins and drive revenue.
What do you dislike about the product?
I will say at first, there was a configuration issue and a Salesforce connectivity issue, but Alex helped us through it. I've noticed that it's brining in a lot more accurate data now.
What problems is the product solving and how is that benefiting you?
There's been about 30 influenced accounts combined among our Partners in just two months through Sharework. The ease of use of the platform and being able to surface that in a short matter of time has allowed us to get back to the team on short notice and let them know who we can connect them with.
Recommendations to others considering the product:
If you're in the partnerships space, you need Sharework. Prior to Sharework it was hard to identify opportunities to win with our partners. Now, within an instant, I'm able to be proactive with those opportunities and figure out the low hanging fruit to get some deals across the line.
The Next Best Thing Since Salesforce
What do you like best about the product?
My favorite feature is the ability to see all of the partners in the account in one view - My Accounts. Our reps are looking at it and they are doing a different thinking in how they go after their territory now.
What do you dislike about the product?
There is nothing that I particularly dislike.
What problems is the product solving and how is that benefiting you?
Before having Sharework, I’d have to send a request to the partner asking who their rep was for the account, but now I can quickly see that real time. I can also know the other ten accounts that our reps share so that I can identify the accounts of most mutual interest.
Say goodbye to VLOOKUPs and out of date GSheets!
What do you like best about the product?
- Account mapping is simple to set up with lots of customisation of columns
- Easy to get an aggregated view of ALL partners across my prospects and customers
- Secure and safe, with lots of tight governance controls (e.g. account blacklisting)
- Regular updates on 'new accounts' which
- Nice recommendation engine suggesting other partners I should connect to
- 1st class support (the team, particularly Alex, are always quick to help!)
- Easy to get an aggregated view of ALL partners across my prospects and customers
- Secure and safe, with lots of tight governance controls (e.g. account blacklisting)
- Regular updates on 'new accounts' which
- Nice recommendation engine suggesting other partners I should connect to
- 1st class support (the team, particularly Alex, are always quick to help!)
What do you dislike about the product?
- Filters are not persistent
- Some minor discrepancies in Account Mapping reports (normally down to how each partner manages their respective CRMs)
- Lack of 'note taking' and 'workflow management' functionality within the platform itself
- Some minor discrepancies in Account Mapping reports (normally down to how each partner manages their respective CRMs)
- Lack of 'note taking' and 'workflow management' functionality within the platform itself
What problems is the product solving and how is that benefiting you?
- Focus: picking partners that are good strategic bets i.e. who have lots of crossover in mutual accounts, pipeline and prospects
- Time: saving 1-2hrs a week, at least, in terms of account mapping via VLOOKUPs
- Consistency: using Sharework as a single source of truth, and removing ancillary documents that partners use to do mapping
- Time: saving 1-2hrs a week, at least, in terms of account mapping via VLOOKUPs
- Consistency: using Sharework as a single source of truth, and removing ancillary documents that partners use to do mapping
Recommendations to others considering the product:
If you're looking for a solution that simply, and securely, account maps your prospects, customer and opportunities with your strategic partners in an incredibly bespoke fashion, then look no further than Sharework!
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