Crossbeam for Salesforce

Great product

Fantastic tool. Have used it at multiple companies. Great way to work closely with partners and grow your pipeline.

Love Crossbeam!

Use Crossbeam daily to understand which partners I can leverage for new prospects - easy to use and really helpful

Simple, gets results

Great easy in to accounts where you have a solid established partnership relationship. Labels like Customer, Open Opp, Shared Slack Channel are very helpful. Small cons: the landing page in the SFDC integration (Account) is never helpful, and you have to click over to the Partners tab. It also doesn't pick up some tools that you can find on ZoomInfo, Wappalyzer, BuiltWith, etc.

Crossbeam is the quickest way to identify partner opportunities

I am using Crossbeam daily to quickly identify existing partnerships in accounts and leverage them to get an intro and discuss possible synergies. I would recommend Crossbeam to anyone that has an existing network and ecosystem so you can quickly identify new opportunities. Great tool for any sales and account management team!

Useful!

Crossbeam is a really useful platform for prospect and customer insights. It helps me see which of our partners I should be engaging and allows me to get key insights from them such as the Customer champion, the customer's goals & objectives, things to watch out for in the procurement process etc. Integrated with Salesforce it levels up our opportunity management significantly

A Powerful Collaboration Tool for Secure Data Sharing and Partnership Growth

Crossbeam is an excellent app for collaborative data sharing, especially for businesses working with multiple partners or stakeholders. One of its standout features is its ability to create "partnership ecosystems," allowing you to safely share data with partners without compromising sensitive information. The interface is user-friendly, and the integration with other tools like Salesforce and HubSpot is seamless, making it easy to incorporate into existing workflows. The ability to visualize overlap in customer bases and identify potential new opportunities is incredibly valuable for cross-company collaborations.

A game changer for collaborating with partners

Crossbeam has completely transformed the way we manage partnerships and data sharing. We used Revel previously who merged with Crossbeam and the merger has made the tooling even better. Processes and tasks that previously took weeks are now instant thanks to the power and ease of Crossbeam's platform and integration capabilities.

Absolute Gamechanger for my role

Crossbeam is an absolute game changer for partner engagement in deals. I have no idea what I did before. Takes the guess work out when mapping out an account and their tech stack to build a hypothesis, be more targeted and also to engage with partners on deals.

Transformational for Ecosystem Led Sales

Crossbeam has completely transformed the way we manage partnerships and data sharing. Processes and tasks that previously took weeks are now instant thanks to the power and ease of Crossbeam's platform and integration capabilities.

Great experience, great app

I've been using Crossbeam for a couple of months now, and it's been an excellent tool to develop our partnerships and relationships. It utilises Salesforce data seamlessly, and is easy to learn and understand. The team at Crossbeam are easily contactable for any additional support needed.