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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
DataGrail
Euler
Google Sheets
Introw PRM
LeanData
Medallia
Meltano
Partner Fleet
Pipedrive
Quaeris
RollWorks
Slack
Snowflake
Stackreaction
TIDWIT
Tableau
Terminus

Integrations Supported

HubSpot CRM
Salesforce
DataGrail
Euler
Google Sheets
Introw PRM
LeanData
Medallia
Meltano
Partner Fleet
Pipedrive
Quaeris
RollWorks
Slack
Snowflake
Stackreaction
TIDWIT
Tableau
Terminus

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Categories and Features

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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