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    Phil R.

Essential Platform for creating real momentum through Partnerships!

  • February 27, 2023
  • Review provided by G2

What do you like best about the product?
Easy to use, control over data sharing, and tactical account mapping for generating partner leads!
What do you dislike about the product?
Not much. Sometimes the populations shared take a day to upload, but that does not slow me down at all.
What problems is the product solving and how is that benefiting you?
Account Mapping and Partner Revenue


    Larry C.

Crossbeam Makes Your Job A Lot Easier

  • February 27, 2023
  • Review provided by G2

What do you like best about the product?
Seeing opportunities, customers and shared prospects and being able to make and receive logical introductions. It's a huge timesaver and makes everyone look good.
What do you dislike about the product?
It's only as good as the data provided by either party. That's not Crossbeam's problem, but it will be yours. Also, there is a learning curve. Navigation sometimes feels cumbersome.
What problems is the product solving and how is that benefiting you?
Crossbeam unearths otherwise unknown connections that can lead to business deals that may have taken months, if not years, to generate organically. It shortens the business cycle 2-3 fold


    Baptiste L.

A must have for increase your opportunies of partnerships !

  • February 24, 2023
  • Review provided by G2

What do you like best about the product?
Easy interface
A looot of companies use it
French company ;)
The account managment team
What do you dislike about the product?
The free version is very limited, but it's normal :)
We can't edit our data source (imported thanks to hubspot API)
What problems is the product solving and how is that benefiting you?
It's so hard to manage a lot of partnership without a tool like reveal.


    Colin B.

Opens up a world of opportunities!

  • February 08, 2023
  • Review provided by G2

What do you like best about the product?
The simplicity and the speed of being able to find and connect with potential partners.
What do you dislike about the product?
It would be good to send multiple connection requests with the same intro message
What problems is the product solving and how is that benefiting you?
Understanding who else our customers use in their tech stack


    Mariana P.

An amazing tool for partnerships

  • January 20, 2023
  • Review provided by G2

What do you like best about the product?
I have access to all the potential partners I want to work with and their customers to understand how good a partnership would be.
What do you dislike about the product?
I'm not sure if this already exists but, to be able to section partners per field they work in.
What problems is the product solving and how is that benefiting you?
It allows me to see if the partner I'm interesting in working with, has common customers with me and that we work in a similar market.


    Sarah H.

A game changer

  • January 05, 2023
  • Review provided by G2

What do you like best about the product?
Reveal helps me assess the opportunity with potential partners—allowing me to lean into partnerships that can drive the most value for my company. Reveal helps to bridge the gap between partnerships and sales, allowing for opportunity advancement and creation.
What do you dislike about the product?
Honestly, I haven't found a single thing yet.
What problems is the product solving and how is that benefiting you?
Reveal connects my partner ecosystem with my larger organization—removing me as a bottleneck to sales advancement. It also helps to encourage partner adoption across my organization with Reveal's "meet them where they are" approach.


    Florian D.

A must have tool when you work in Partnerships

  • December 23, 2022
  • Review provided by G2

What do you like best about the product?
Reveal is a must-have tool for any Partner Manager.
I love that I can do real-time account mapping with a partner in seconds.
What do you dislike about the product?
There are still things to improve, even though the tool is great.
I would recommend making the filter views or filtering, in general, a bit more user-friendly.
What problems is the product solving and how is that benefiting you?
Doing account mapping and assessing a partnership can be time-consuming or difficult if you don't have access to the right data, but you can do all of that with Reveal as long as you connect with your partners in the platform.


    Information Technology and Services

Great tool, room to improve

  • December 22, 2022
  • Review provided by G2

What do you like best about the product?
Slack integration for finding prospects that work with our partners
What do you dislike about the product?
Mixed batch of tech and not always the most up to date on the tech used by prospects
What problems is the product solving and how is that benefiting you?
Easy access to some of the tech we partner with


    Derek S.

Expand the Impact of Partners Across Your Org and Ecosystem

  • December 15, 2022
  • Review provided by G2

What do you like best about the product?
Crossbeam’s Salesforce custom object and widget are a game changer for driving the adoption of their data across your internal teams. If this data were not easy to view or create processes around, reps would not fully leverage a tool like this. But through Crossbeam’s custom object, I created numerous dashboards and reports directly in Salesforce, where our reps live.

Our SDRs/AEs use these dashboards and reports to prioritize their prospect accounts, and managers use these to facilitate pipeline reviews to ensure reps take advantage of partners in every step of their deal cycles. Our PS/CS teams are now using these reports and dashboards to drive the adoption of our integrations during initial customer implementations and follow-up account review calls.

Their Salesforce custom object also allows us to develop complex workflows in LeanData to drive advanced notifications (both internally and externally), create SLAs and tasks for our reps, and drive creative partner use-cases across our teams.
What do you dislike about the product?
Partners have too much control over their populations and how they are defined. So the standard “Open Opportunities” population for one partner may be specific to New Business, while another partner may have New Business, Upsell, and Renewal opportunities in this population.
What problems is the product solving and how is that benefiting you?
Where do I begin? It allows my team to drive value across our organization and showcase how valuable partner ecosystems are. The value of partner ecosystems is more important today than ever, but for some organizations, you need a tool like Crossbeam to help showcase this value. Crossbeam is helping us reduce customer churn by connecting with relevant Consulting Partners when a mutual customer’s account health drops, prioritizing joint value messages to the most relevant prospects, driving integration adoption, informing Consulting Partners when their clients are in an active deal cycle with us, and the list goes on.

Simply put, our teams would not be as productive nor effective as we are today without Crossbeam.


    Shawn L.

Fast Automated Account Mapping to Manage and Activate Your Partner Ecosystem!

  • December 15, 2022
  • Review provided by G2

What do you like best about the product?
1) Intuitive setup process: Create your Populations, add/invite your Partners, and dive into your overlaps with partners and Reports!
2) Simple and easy to view partner overlaps for you to drive different activation plays
3) Crossbeam to HubSpot (CRM) integration is fast and accurate - it rocks!
4) Real-time Crossbeam support has helped our team troubleshoot issues quickly
5) Crossbeam Chrome Extension is super handy for quick insights
What do you dislike about the product?
Nothing jumps out! I've yet to utilize the Threads and Home tabs but we might do so more as we continue to grow. Have also logged into Crossbeam on my phone and am looking to use that more often.
What problems is the product solving and how is that benefiting you?
Allows us to automatically share account (customer, prospect) information and act on overlaps with partners without creating manual spreadsheets. This enables us to systematically drive mutual referrals and co-selling/marketing activations with partners in our ecosystem, and work efficiently with Sales and Customer Success teams internally and externally. Gamechanger for sure!