Crossbeam Reviews & Product Details

Our opinion on Crossbeam

Crossbeam excels in facilitating business partnerships through its robust account mapping capabilities, allowing users to identify overlapping customers and shared pipelines efficiently. Its integration with popular collaborative tools and CRMs such as Salesforce, Slack, Outreach, Salesloft, and HubSpot enhances account views, empowering users to effectively tap their networks for assists and warm introductions. However, Crossbeam has limitations, including a lack of functionality for building pipelines with partners and adding custom fields to reports. Additionally, the necessity for up-to-date CRM data and the somewhat challenging partner search function could hinder user experience. Unique to Crossbeam are its distinct product features, including sophisticated account mapping, analytics, and co-marketing opportunities, despite the presence of non-applicable entries in the list.

What we like:

• Account mapping: Identify overlapping customers, shared pipeline, and more by connecting with partners.
• Crossbeam makes it easier to get the job done by tapping your network for assists and warm intros with Salesforce, Slack, and other collaborative tools.
• Integrate Salesforce, Outreach, Salesloft, HubSpot and other CRMs to enrich account views with insights from these systems.

What we don't like:

• Currently, there is no functionality to build pipelines with partners and add custom fields from your CRM to the reports.
• You need to be sure your CRM has clean and up to date information that can be piped into Crossbeam.
• Searching for partners on their platform is not as easy as users would like.

Unique product features:

• Account mapping
• Analytics
• Co-marketing
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