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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

Salesforce Partner Cloud serves as a comprehensive platform for managing the entire partner ecosystem, leveraging the capabilities of Salesforce CRM and Agentforce to facilitate all aspects of partner engagement from a single interface. This solution allows teams to seamlessly market, sell, service, quote, recruit, onboard, enable, support, and reward their partners via a customizable digital hub that integrates directly with CRM data and automation features. With user-friendly drag-and-drop templates, businesses can create tailored experiences for various partner types, while functionalities like secure deal registration, lead routing, real-time pipeline monitoring, AI-driven deal scoring, and Partner Connect enhance the ease of co-selling across different CRMs. Partners benefit from easy access to a wealth of approved marketing materials, campaigns, case studies, knowledge bases, product information, and sales resources, along with automated processes for Marketing Development Fund requests and approvals to minimize administrative burdens. Additionally, tools such as Partner Tracks, in-app guidance, training materials, and recommendations from Agentforce empower partners to enhance their skills and concentrate on productive activities that contribute to business growth. Overall, this platform not only streamlines partner management but also fosters deeper collaboration and efficiency among all stakeholders involved.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Slack Yes 
Agentforce 360 for Financial Services No 
DataGrail Yes 
Google Sheets Yes 
HubSpot Customer Platform Yes 
IBM Cloud No 
Impartner PRM Yes 
Introw PRM Yes 
Medallia Yes 
Meltano Yes 
Partner Fleet Yes 
PartnerStack Yes 
Pipedrive Yes 
Quaeris Yes 
RollWorks Yes 
Salesforce Yes 
Snowflake Yes 
Stackreaction Yes 
Torchlite Yes 
monday AI work platform Yes 

Integrations

Slack Yes 
Agentforce 360 for Financial Services Yes 
DataGrail No 
Google Sheets No 
HubSpot Customer Platform No 
IBM Cloud Yes 
Impartner PRM No 
Introw PRM No 
Medallia No 
Meltano No 
Partner Fleet No 
PartnerStack No 
Pipedrive No 
Quaeris No 
RollWorks No 
Salesforce No 
Snowflake No 
Stackreaction No 
Torchlite No 
monday AI work platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25 per month
Free Trial No 
Free Version 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 

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 Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Crossbeam

Founded

2018

Country

United States

Website

www.crossbeam.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/partner-cloud/

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

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 

Alternatives

Alternatives

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