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features
design
support

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Description

Easily discover and engage with the companies within your partner ecosystem with just a few clicks. If they haven't joined Crossbeam yet, we'll ensure a smooth onboarding process at no expense to you or them. Bid farewell to spreadsheets and embrace partner intelligence driven by data. Initiate connections with partners and begin account mapping to receive updates about mutual customers, shared pipelines, and additional insights. Leverage your partner ecosystem as a powerful asset to generate new leads, propel opportunities, and finalize deals. Coordinate and communicate your strategies seamlessly through Slack, Salesforce, and the tools you already utilize daily. Enhance your existing sales, marketing, and customer success platforms with valuable partner insights from Crossbeam. Our integration marketplace facilitates the flow of your data to crucial destinations, including ABM tools and ETL pipelines, ensuring it reaches where it can create the most impact. With these capabilities, your partnerships can reach new heights and drive significant business growth.

Description

PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Blotout Yes 
Conversica Yes 
DataGrail Yes 
Euler Yes 
Google Sheets Yes 
HubSpot Customer Platform Yes 
Introw PRM Yes 
LeanData Yes 
PartnerStack Yes 
Pipedrive Yes 
Quaeris Yes 
Snowflake Yes 
Superglue Yes 
TIDWIT Yes 
Terminus Yes 
Torchlite Yes 
monday AI work platform Yes 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Blotout No 
Conversica No 
DataGrail No 
Euler No 
Google Sheets No 
HubSpot Customer Platform No 
Introw PRM No 
LeanData No 
PartnerStack No 
Pipedrive No 
Quaeris No 
Snowflake No 
Superglue No 
TIDWIT No 
Terminus No 
Torchlite No 
monday AI work platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Crossbeam

Founded

2018

Country

United States

Website

www.crossbeam.com

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Product Features

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Intelligence

CRM Integration No 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics No 
Sales Forecasting No 

Product Features

Affiliate

Affiliate Management No 
Affiliate Tracking No 
Banner Management No 
Commission Management No 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication No 
Fraud Detection No 
Multi Level Marketing (MLM) No 
Multi-Language No 
Social Sharing No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

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