Overview
Partner data can be used by your CSM organization to strengthen business intelligence and close deals faster.
View Partner Presence Across Your Accounts
A simple company view to access all partner insights on your customers
Save views to come back to regularly.
Add filters such as “Customer” and “CSM Owner is”
View Partner Insights in Your CRM
Directly see partners on any Account / Opportunity / Contact / Lead record
Receive Live Notifications
Get notified when a Customer becomes a new customer of a partner
Reach out to the right person, at the right time. Receive live notifications when a partner has:
A new prospect / customer
A new open opportunity
Set up these notifications for specific partners, or for all partners.
Set Up Automated Workflows
Some Workflow that could be used by the CSM team to get notified on events that are important to your Customers.
Push Reveal data to Your GTM Stack
Examples of how CSM teams can automate actions based on Reveal data.
Ready to leverage Reveal data for your Customer Success team?