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What is PartnerBoard?

PartnerBoard functions as an all-encompassing platform dedicated to managing and enhancing partnership and referral programs by integrating every aspect of partners, referrals, and incentives into an interactive board that updates in real time. It creates a clear "source of truth" for referrals, allowing partners to collaboratively access a single board while enabling the program owner to have full visibility over the process, which promotes automatic updates for partners and clarity regarding incentives. Users can effectively track both incoming and outgoing referrals, pinpoint their origins, assess the performance of top partners, and explore analytical dashboards that showcase successful tactics and highlight potential growth opportunities. The system ensures a smooth referral process, where each entry specifies key criteria, contacts, and initial steps, allowing users to send qualified referrals in just a few minutes; partners can also tailor their views to display pertinent information, thereby reducing friction and improving coordination. Additionally, real-time alerts and seamless integrations with a variety of tools, including email, CRM systems, and webhooks, keep teams updated whenever a referral is submitted or altered, contributing to a more productive workflow. This comprehensive strategy not only enhances communication but also fortifies partnership connections, ultimately leading to superior outcomes for all parties involved while promoting a culture of collaboration and transparency.

What is Crossbeam?

Effortlessly connect with and interact with the businesses within your partner network in just a few clicks. Should they not yet be part of Crossbeam, we will facilitate a hassle-free onboarding experience at no cost to either party. Say goodbye to cumbersome spreadsheets and welcome a data-driven approach to partner intelligence. Start forging relationships with partners and embark on account mapping to gain insights about shared customers, joint pipelines, and more. Utilize your partner ecosystem as a formidable resource to attract new leads, advance opportunities, and close deals effectively. Streamline your strategic communications effortlessly through platforms like Slack, Salesforce, and other daily-use tools. Amplify your current sales, marketing, and customer success initiatives with valuable insights from Crossbeam's partner data. Our integration marketplace ensures your data flows to vital platforms, such as ABM tools and ETL pipelines, optimizing its impact. With these enhanced capabilities, the potential for your partnerships to elevate and significantly boost business growth becomes unprecedented. By harnessing these tools, you can transform your collaboration processes and unlock new opportunities for success.

Media

Media

Integrations Supported

HubSpot CRM
Salesforce

Integrations Supported

HubSpot CRM
Salesforce
5X
Blotout
Conversica
DataGrail
Euler
Google Sheets
Introw PRM
LeanData
Meltano
Partner Fleet
PartnerStack
Pipedrive
Quaeris
Slack
Snowflake
TIDWIT
Torchlite

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

PartnerBoard

Company Location

United States

Company Website

www.partnerboard.io

Company Facts

Organization Name

Crossbeam

Date Founded

2018

Company Location

United States

Company Website

www.crossbeam.com

Categories and Features

Affiliate

Not specified

Referral

Not specified

Categories and Features

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