Another month, another set of new releases and updates for our users. Here’s what’s new in Reveal for the month of August!
Directory
New "Market Presence" filter, plus more sorting options
Looking for partners with a customer base in a specific region?
Introducing Market Presence, our new filtering column in the Directory, available for all workspaces. With Market Presence, you can now find potential partners with customers working in a specific region or country.
No Market Presence available? To ensure our input is legitimate, Market Presence is only shown when more than 80% of a company's customers are associated with a geographical database.
Take your research one step further by sorting the Account and Contact Overlap to identify potential partners with whom you share a high amount of common opportunities (Account Overlap) or contacts (Contact Overlap). Try it out now!
Pipeline
New design, a whole lotta power
Our Pipeline got a facelift! Its design has changed, and with change comes an array of new tools to manage your deals.
You can now quickly identify how items were added to pipeline like intro request or partner referral (Category), add internal comments, and update your team's pipeline. You can also filter results, edit rights, manage and sort columns.
Analytics Dashboard
Clearer descriptions for Win Rate Boost
This update allows you to get more granular insights into Win Rate Boost and +0% will now display no change or insufficient data. Partnership and Sales Managers can use this data to better target and prioritize partners.
Don't forget to take a look at revenue metrics to see the potential revenue you can attain from New Prospects from Partners, Opportunities among Partner's Customers, and My Prospects vs Partner's Customers.
Partner Management
Reassign Partnerships when removing users from your workspace
Ensure no partnerships are left behind by always having a Partner Owner assigned. Partner Owners are particularly useful for Get Intro requests and the Analytics dashboard.
Now when a user is removed from your workspace (their user licence removed), Admins will need to reassign any Partnerships in their name before continuing. Previously partnerships would show the Partner Owner as deleted deleted, if removed from the workspace.
N.B. If your workspace is affected, check your email! All workspace with deleted Partner Owners have been asked to replace them with a new one.
Stay tuned for more exciting features and updates!