Crossbeam vs. Salesforce Partner Management

I would definitely recommend Crossbeam to others, and frequently bring it up early in conversations with potential partners as a first step in evaluating a partnership opportunity. Crossbeam allows you to easily see overlaps for current customers, prospects/target accounts, and open opportunities. Being able to quickly and easily assess the business opportunity with a partner, and find mutual customers that would benefit from a combined offering is a huge value add. The integration with Salesforce makes the tool easy to use and scalable, without needing to constantly update account lists. Being able to view the overlaps within the Crossbeam UI and easily export the lists makes the tool really easy to work with.

For partners on-boarding and information sharing this tool is a perfect fit. It also fits well for admin users as it helps to consolidate all information in one place with most common integrations being supported by Salesforce. So far we've been dipping our toes with this product, but in the future look forward to expanding on functionalities that we utilize in business processes

Incentivized

• Frictionless onboarding and easy to get started with new partners
• Intuitive reporting of overlapping accounts - flexibility to export to CSV
• Ability to connect with Salesforce to keep account lists dynamic, while also allowing the option to use CSV uploads

• Connects with Salesforce CRM
• Retains historical data
• Good UI
• Well organized
• Easy to link items to owners
• Salesforce CMS is good

Incentivized

• Establishing sharing settings for each specific partner could be more intuitive and easy to check.
• Some of the navigation can be slightly confusing as it seems there are multiple ways to view the same information within the platform.

• One thing is, you have to put the time you took on the case if you edited it. I would like to change the name or a note and not have to go back and put how long it took.
• Reports can sometimes be hard to create.

Incentivized

We are definitely going to renew as we created and developed a very functional and complete solution that we won't want to lose. and the reason we achieved that is by continuously evolving and enhancing. That would not be possible without the qualified technical support we have at our disposal internally.

Incentivized

Salesforce Partner Management is complete and has great usability. Just as a Salesforce full CRM does. However, when you have to deploy the initial implementation and/or create the infrastructure for your Salesforce Partner Management it might require, as expected, a very good support and development team and resources

Incentivized

In general lines, the simple drag-and-drop interface of Salesforce Partner Management makes it a great tool when comparing it with the rest of the tools in the market. Additionally, the vast number of integration with content management systems is not a feature easily found in other similar tools and it really helps with the assets management process.

Incentivized

• Crossbeam allows us to quickly assess opportunities with potential partners and feeds directly into prioritization for our integration and partnership strategy.
• It solves the challenge of keeping account data private that you don't want to share and enables us to easily share the information that is beneficial to both parties.

• Saves time during my day to find not only my notes but other people's notes so I don't have to go back to them to find the data.

Incentivized