Excellent tool for partner evaluation and discovery!
Use Cases and Deployment Scope
We use Crossbeam at TrustRadius to connect with partners and potential partners in order to uncover overlapping accounts. Crossbeam allows you to map accounts between you and the partner and only reveals information when a match/overlap is found. This enables us to understand the potential opportunity for our business and our potential partner for mutual customers and for co-selling and co-marketing opportunities.
Pros
- 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
Cons
- 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.
Most Important Features
- Seamless connection to partners and potential partners
- Salesforce integration for keeping account lists up to date
- Matrix for viewing overlaps with partners
- Ability to export reports to manipulate in other tools
- Easy team management / inviting co-workers
Return on Investment
- 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.
Other Software Used
Jira Software, Heap, Optimizely Full Stack