With the Reveal Salesforce App, you get access to the Reveal Partner widget. This gives your sales team easy insight on who to leverage in their deals.
Where can I add partner information in my CRM?
The Partner widget can appear on your Account, Opportunity, Contacts or Lead records.
What information can I see?
Within these records, you can see:
which Partners have listed that company as a Customer or Prospect
which Partners have an open opportunity with the Account
who is the Account Owner in your partner's team
whether they have any known Contacts
🚧 This is a premium feature.
To access the App, get in touch with our team using the button below.