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How to convince your partners to join Reveal
How to convince your partners to join Reveal
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

Do your partners need some convincing to join Reveal? To help you get your partners onboarded as soon as possible, here are some top tips that you can follow:

  1. Set a call with your partner and demo Reveal’s top features yourself. Show them how easy it is to perform Account Mapping and 360° Mapping on the platform— highlight the amount of time and manual labor that can be saved by using Reveal and mention the fact that you’ll never have to deal with outdated spreadsheets again!

    Alternatively, you can loop in a Revealer to demo the platform on your behalf. Our teams are always willing to help.

    Send this link to your partner:

  2. Use the following customizable Invite template , along with a demo video of the platform that goes into detail on Reveal’s key features:


    Hi [Recipient Name], We have been using Reveal here at [Your Company Name] and I feel it can help us so much in our discussions! I’m inviting you on it to identify mutual customers and opportunities. It’s free and it takes 2 mins to set up. Don’t hesitate to reach out to me with any questions. Sincerely, [Your Name]

    Demo Video

  3. Our team has also created a free PDF handbook that you can send to your partners covering Reveal’s features and use cases, our security and data privacy protocols, along with a setup guide.

  4. If your partner has questions about the platform, you can guide them to the FAQ section on our help center. Alternatively, you can get in touch with one of our customer success representatives.

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