Another month, another set of new releases and updates for our users. Here’s what’s new in Reveal for the month of February!
Pipeline is now Collaborate
New name, new look, new functionalities
Pipeline enters a new era, with a powerful redesign and features that improve engagement between internal and external teams. Collaborating with partners to close accounts has never been easier. So what exactly has changed?
In essence, Pipeline is now called Collaborate, with Items lending themselves to a new name, Discussions. These can be flagged by Partner Managers to initiate discussions with their teams, or by Sales to signal their need for help. Partner Managers can use Discussions to create agendas or to-do lists for meetings with their partners.
You can focus on "your deals" or "your partners' deals", simply by clicking on the respective tabs at the top of your screen. The “Partners” filter allows you easily focus on Partners you own, while two new account types have been added: "co-selling" and "reselling".
The brand new design comes with a host of new features, that will be rolled out on a recurrent basis. Here's a list of those that were launched this month:
Any user (Partner Manager & Admin) can edit a Discussion ... even if isn’t their own!
Duplicate accounts are allowed - you can have many discussions for the same account, partner, requester
You can select multiple partners "on partners’ deals"
These Discussions can now be exported as one sheet
Referred accounts are added as Discussions by default (no approval step needed). That said, this applies only for overlapping accounts, not New Prospects.
Collaborate is available on all workspaces. Check out this article to learn more about it!
Reveal 360° Dashboard for Salesforce Power users
Effortless revenue generation based on your team's objectives
All teams have a common objective: generating revenue. But depending on your role, this might be achieved by sourcing or influencing deals, or also through co-selling with partners and retaining existing customers.
The Reveal 360° dashboard turns partner data into visual insights that can be leveraged by Sales, Partnerships and Customer Success teams to grow their pipeline and close deals. We have recreated our most powerful Goals in Salesforce so that your team can instantly:
Understand and leverage partner data
Customize the view for their own needs
Visualize the data to identify trends, focus areas and prioritize accounts
Reduce reliance on RevOps teams to build out a custom dashboard
Take a look at this article to learn more the 360° Dashboard and how to customize it.
The Reveal 360° Dashboard is exclusively available on the Salesforce Power Plan. To get your hands on it, get in touch with our team!
Sales Weekly Digest
The right accounts and the right partners, now at your hands
Sent every Friday to Sales professionals, the Weekly Digest highlights key accounts where you can source or influence revenue using partner insights. Our goal? Making these emails as actionable and relevant for you as possible.
Following the new features of January and October, the story of the Weekly Digest continues, with these updates:
High-level metrics to show how many prospects and opportunities you can generate revenue on with partners
Ability to export your digest as a file (Premium workspaces only)
Request an intro on accounts you own
The Sales Weekly Digest is available on all workspaces, including Sales reps who are not users on Reveal - to set this up, read our guide here (available for Salesforce CRM only). Pro and Power plans get access to a full list of 10 accounts, with freemium workspaces receiving a limited view.
Want to unlock the Sales Weekly Digest for your company? Get in touch with our team!
Want to learn more about our new features and how to use them in your strategies?
Book a call with your Account Manager, by clicking on the link below.
Stay tuned for more exciting features and updates!