Crossbeam vs. PartnerPath

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.

We are using SalesForce Partner Relationship Managment because it connects existing CMS. IT alsodelivers AI-powered content recommendations, and automates channel marketing. It simplifies our onboarding, recruit, train, help partners spend less time searching for information and more time selling products, build, track, and analyze marketing campaigns using simple, quick-start tools, sell more by simplifying and automating the channel sales process, and connect data from any source to help partners understand their business better.

• 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

• Relationship Management
• Training & Onboarding
• Touchpoint Management
• Channel Marketing

• 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.

• Engagement Management
• Follow Up Reminders
• Data Export

Salesforce Partner Relationship Management recruits, onboards, trains, and supports your indirect sales channels with theThis channel management software gives you a direct view into the performance of you channel partners. We looked at other tools and while they did some things great, Salesforce did everything well and fits into our existing tech stack

• 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.

• Cost
• Minimal release notes
• Minimal change log updates for development resources