Crossbeam Reviews for 2025
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What is Crossbeam?
Crossbeam is a sales acceleration platform designed to help businesses collaborate with partners and accelerate revenue growth. It enables organizations to securely share customer data and insights, fostering strategic partnerships and increasing sales opportunities.
With sales acceleration software, businesses can establish data partnerships with other companies, allowing them to combine their customer data in a privacy-focused manner. This collaboration helps identify overlapping customers and uncover potential sales opportunities that might otherwise go unnoticed.
The platform offers a range of features to facilitate data sharing and analysis. Users can define specific data points they want to share, ensuring privacy and compliance. Crossbeam then matches and aggregates the shared data, providing insights on shared customers, revenue opportunities, and market trends.
The platform integrates with popular CRM and sales tools, streamlining the workflow and ensuring data accuracy. It also offers automation features, such as data syncing and alerts, to keep the information up to date and notify users of new partnership opportunities. Its reporting and analytics capabilities enable businesses to measure and track the performance of their partnerships. It provides visualizations, reports, and dashboards that help identify the most valuable partner relationships and optimize sales strategies accordingly.
Found in these Categories
Best For
- Small Business
- Medium Business
Crossbeam Pricing
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Crossbeam Features
- Content Management
- Activity Dashboard
- Workflow Management
- Third-Party Integrations
- For Sales Teams/Organizations
- Email Marketing
- Collaboration Tools
- Contact Management
- Content Delivery
- Account Mapping
- Attribution
- Reporting
- Salesforce Solutions
- Revenue Generation
- Sales Efficiency
- Deal Velocity
- Tech Partners
- Channel Partners
User Sentiment - Crossbeam Reviews
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Ease of Use
Users appreciate the frictionless onboarding process and intuitive interface, making it easy to start using the platform and integrate it with existing tools like Salesforce and Slack.
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Account Mapping
The ability to map accounts and see overlaps between current customers, prospects, and open opportunities is highly valued, allowing for more effective co-selling and co-marketing efforts.
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Integration Capabilities
Crossbeam integrates well with various CRMs and collaborative tools, enhancing its functionality and the user’s ability to access and utilize data.
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Time Savings
Significant time savings in qualifying partnership deals is frequently mentioned as a major benefit, helping partner account managers become more efficient.
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Flexibility
The platform offers flexibility in reporting and exporting data, such as the option to export account overlaps to CSV files.
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Navigation Challenges
Users have noted that the navigation can be somewhat confusing, with multiple ways to view the same information, which can be streamlined for better user experience.
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Sharing Settings
Setting up and managing sharing settings for specific partners could be more intuitive and user-friendly.
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Partner Search Functionality
The search function for finding partners on the platform could be improved for ease of use.
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Data Dependency
The effectiveness of Crossbeam is dependent on having clean and up-to-date CRM data, which can be a limitation if the data is not well-maintained.
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Customization in Reporting
Users have expressed a desire for more functionality to build pipelines with partners and add custom fields from their CRM to reports, which is currently lacking.
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Crossbeam Company Details
Company Name
Crossbeam
Headquarters
United States
Website
crossbeam.com
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