April was all about strengthening collaboration with partners and maximizing the potential of partner’s data. Discover what we released 😀
Collaborate - Inbox messaging
Keep teams and partners aligned and up-to-date with our inbox messaging:
Discuss with key stakeholders on specific deals.
Leave internal notes to give your team some context.
Add or remove participants at any time. Team members who are not on the Reveal App can also be added as participants.
Start using inbox messaging in Collaborate now!
Push partner custom fields back to your CRM
Your partners are sharing custom fields with you on Reveal? You can push those fields back into Salesforce or Hubspot!
Your partners' custom fields offer invaluable, exclusive data unavailable elsewhere. For example, they can provide insights on accounts’ tech stack or account importance, such as ACV.
Leveraging this unique data on your CRM will help you:
Identify and qualify leads better
Enhance communication with prospects and clients thanks to a more tailored approach
Interested? Learn more here or contact your Account Manager at Reveal.
Want to learn more about our new features and how to use them in your strategies?
Book a call with us, by clicking on the link below.
Stay tuned for more exciting features and updates!