RevSure Capabilities

Dive Into Our Full Range of Features

Marketing ROI and Attribution

1. Demand Generation Effectiveness

Real time tracking, measurement of full funnel attribution and prediction of performance of campaings, channels, segments
Demand Generation Metrics Summary & Contribution by Volume and Value
Budget vs. Spend by Campaign
Generated vs. Projected Lead, Pipeline & Booking by Campaign
Cost Per Lead, Pipeline ROI & Booking ROI by Campaign
Influenced Account Volume by Campaign
Attribution by Primary Contact, All Contacts & Account

2. Multi-touch Attribution Models

AI-based (RevSure Probabilistic AI Model)
Linear
W-Shaped
U-Shaped
Any Touch
J-Shaped
Influenced Attribution
Custom Attribution Models Supported

3. Funnel Conversion Attribution

AI-based Attribution by Campaign Type, Team, and Funnel Stage
Paths by Top Conversion Probability and Number of Leads
Stage Contribution Percentage
Top Conversion Paths by Funnel Stage

4. Deep Funnel Attribution

Top Campaigns Generation Attribution by Stage
Top Campaigns Leakage Attribution by Stage
Attribution by Primary Contact, All Contacts & Account
Attribution by Absolute & Relative Contribution
Generation & Leakage Attribution by Attribution Method

5. Campaign Spend Reallocation

Existing Allocation vs. Reallocation Opportunity
Top 10 vs. Bottom 10 Performing Campaigns
Generated vs. Projected Pipeline, Booking & ROI by Campaign
Pipeline Generation, Booking Generation & Spend Opportunity by Campaign
Spend Increase by Campaign

6. Marketing Performance

Budget vs. Spend Trends by Quarter
Marketing Performance Summary by Channel
Demand Generation Performance by Campaign
Top Buyer Journeys Performance
Deep Funnel Contribution
Marketing Influence by Channel
Campaign Reallocation Summary
Targets vs. Attainment
Key Metrics Performance & Contribution by Volume and Value

7. Marketing Mix Modeling

Quarterly Pipeline & Booking Contribution by Channel
Quarterly Marketing & Baseline Pipeline and Booking Trends
Quarterly Contribution by Feature Group
Spend vs. Pipeline Generation by Channel
Spend vs. Pipeline Generation by Quarter

Pipeline Predictability

1. Pipeline Projections

Pipeline Projections for Pipeline Generation, Readiness, and Booking Readiness
Pipeline Projections Trend Chart with Comparisons
Pipeline Projections vs. Target and Attainment
Processed Pipeline Projections vs. Target and Attainment
Booking Projections vs. Target and Attainment
Projections Split by Region, Country, and BDR/SDR Team Performance
Projections Filtered by Region, Country, Company Size, and BDR/SDR Teams
Tracking Projections Across Pipeline and Booking to Analyze Feature Impact
Assessment of Walk-in Pipeline for Each Quarter
Risk-Adjusted Pipeline Calculation Considering Push and Pull Factors
Funnel-Driven Projections for Projected Pipeline
Pipeline Movements Throughout the Quarter: Walk-ins, Additions, Push, Pull, Skip, Closed Won, and Closed Lost
Weekly and Monthly Pipeline Trend Analysis
Detailed View of Existing Pipeline and Processed Pipeline to Closed Won and Closed Lost

2. Pipeline Health

Current vs. Next Quarter Comparison with Projected Win Rate & Avg. Deal Size
Pipeline Current vs. Next Quarter: Processed, Current, New, Risk-Adjusted, Pushed, & Pulled
Pipeline Projection, Full Quarter Projection & Booking Projection: Current vs. Next Quarter
Current vs. Next Quarter Pipeline Health Radar
Current vs. Next Quarter Pipeline Composition Breakdown
Pipeline Stage Breakdown: Current vs. Next Quarter
Pipeline Trend Analysis: Current vs. Next Quarter

3. Pipeline Analytics

Actual & Projected Boking Trends by Quarter of Close
Walk-in Pipeline by Quarter of Close
Win-rate Trends by Quarter of Close
Open pipeline Trend by quarter for a closing quarter of choice
Pipeline Movements in a Quarter
Actual and Projected Pipeline Generation for each quarter
Quarterly Opportunity Progression Trend by Stage, Split by Channel, Region, and Industry
Pipeline Push Trend: Deals Moving from Closing This Quarter to Future Quarters
Pipeline Pull Trend: Deals Accelerated to Close This Quarter from Future Quarters
Closed-Lost Pipeline Trend by Quarter of Closure

4. Pipeline Movements

Day 1 Pipeline Overview: Stage Breakdown by Volume & Value
End-of-Quarter Pipeline by Stage, Volume & Value
Quarter-End Pipeline Movement by Stage, Volume & Value
Funnel Movement Trends by Stage

Pipeline Acceleration

1. Lead Prioritization

AI-Powered Lead Prioritization Recommendations by Stage
Journey Timeline for Each Lead
Next Best Action, Conversion Probabilities & Factors by Lead

2. Opportunity Prioritization

Top 25, 50, and 100 Opportunities: Conversion Probability by Value & Volume
Booking Conversion: Volume, Value, and Probability by Opportunity Stage
Booking Conversion Probability Contributing Factors by Opportunity

3. Account Prioritization

Top Accounts with High and Medium Base Pipeline Propensity
Journey Timeline for Each Account
Next Best Action, Conversion Probabilities & Factors by Account
High and Medium ML Pipeline Propensity Accounts (3-Month Outlook) and Respective Buckets

Full Funnel Intelligence

1. Unified Funnel & Pipeline

Current Funnel Snapshot: Open Leads and Opportunities Across All Stages
Funnel Filtering by Region, Company Size, BDR/SDR Teams, etc.
Funnel Splits by Region, Company Size, BDR/SDR Teams, etc.
Funnel Metrics: Generated Volume, Open Volume, Pipeline Volume by Stage, Stage Velocity, Conversion, etc.
Funnel Trends by Week, Month, Quarter
Funnel Additions by Stage
Funnel Progression by Stage
Funnel Leakage from Each Stage
Lead and Opportunity Details by Stage for All Open Leads and Opportunities
Enable Back-and-Forth Movements Across Funnel and Pipeline Stages

2. Cohort Intelligence

Time-Based Cohort Performance Analysis
Cohort Filtering and Splitting by Region, Industry, Company Size and BDR/SDR Teams
Stage-to-Stage Conversion: Volume, Value, and Percentage from Previous or Created Stage
Single or Multi-Start Stage Options for Cohort Creation
Stage-to-Stage Progression and Related Metrics
Stage Movements to Subsequent Stages in a Cohort Over Time
Cohort Progression View at Specific Time Periods (Today vs. Any Custom Time Period)
Cohort Conversion Trends from Created Stage (Progression, Regression, Leakage, Stagnation)

3. Funnel Health

Lead, Opportunity, and Pipeline Volume & Value: Open, Projected, & Generated Comparisons
Marketing Influence by Channel and Stage
Unified Funnel KPIs by Stage
Converted & Leakage Volume & Value Across the Funnel
Funnel Pipeline & Booking Potential by Stage
Channel-Wise Lead Composition: Volume & Value
Lead Movements: Additions, Progressions, and Leakages by Volume & Value
Month-Wise Lead Movements: Additions, Progressions, & Leakages by Volume & Value
Stage-to-Stage Conversion and Top Contributors

4. Journeys

Top Journeys by Engagement Type and Source: Stage-to-Stage
Journey Summary: #Completed, Avg. Cycle Time, and Avg. Touches
Lead-Level Journey Drilldown with Timeline & Conversion Propensity

Gen AI Copilots

1. Reli Chatbot

Slack Chatbot for Instant Business Answers
In-App Performance Summaries & Recommendations

2. Reli Dashoard

Gen AI Copilot within RevSure
Dynamic Tables and Charts for Responses

3. Reli Summaries

Lead, Account and Opportunity Summaries
Add Responses to Quick Access Dashboard and Share

Data Integrations

1. CRMs & MAPs

Salesforce
Hubspot
Marketo
Pardot
Oracle eloqua

2. Buyer Intent & Data Enrichment

6sense
DemandBase
Zoominfo
Apollo
G2

3. ABM

6sense
DemandBase
Rollworks

4. Website tracking

First-Party SDK for Visitor and Website Tracking
Google Analytics

5. Direct Mail

Sendoso

6. Sales Automation

Salesloft
Outreach

7. Paid Advertising Systems

Google Ads
Meta
Microsoft Ads (Bing)
LinkedIn

Data & AI

1. Multi Level AI Engine

Predictive Pipeline and Booking Propensity
Multivariate Marketing Mix Regression
Markov Chain-Based Conversion Attribution
Predictive Campaign Performance
Next-Best Touch Recommendations
Campaign Reallocation Recommendations

2. Data Platform

Connect & Integrate Entire GTM Tech Stack
Automatic Mapping of Source Data to Predefined Entities and Attributes
Auto-Harmonization of Data Across Systems with Deterministic and Probabilistic Algorithms
Support for Custom Attributes and Objects Ingestion
In-House History Tracking Support
Robust Data Profiling and Quality Analysis
Configure Custom Funnels, Calendars, Dimensions, Taxonomies, and Metrics
First-Party SDK for Cross-Browser Visitor Fingerprinting
Write Data Back to Source Systems and Transfer to Data Lake

Collaboration

1. Teams

Supports Marketing, RevOps, SDR/BDR, AEs, Finance, and Revenue Functions
Role-Based Data Accessibility
Custom Roles & Data Access Features Supported

2. Easy Sharing

Customizable Dashboards
Real-Time Data Updates
Detailed Metric Reports
Data Drill-Down for Advanced Analysis
Quick Report & Dashboard Sharing with Internal & External Users
Automated Report Generation & Distribution
Mobile Access to Dashboards & Reports

3. Alerts

Custom Slack Alerts for Lead/Opportunity Creation, Progression, or Stagnation
Slack Inbox Alerts for Leads Dropping from the Funnel
Custom Rule-Based Alerts for Lead/Opportunity Statuses
Write Back Values to Contact/Lead/Opportunity from Slack
Send Alerts as Digests to Reduce Spam
Set Non-Working Hours for Less-Sensitive Alerts
Set Reminders for Alerts to Ensure Timely Action

4. Scalability

99.9% Uptime
Multiple User Concurrency per Tenant
Support for Multiple Regions, Time Zones, and Currencies

Configuration

1. Funnel

End-to-End Revenue Funnel Configuration

2. Calendar

Business/Financial Calendar Setup

3. Notifications

Custom Notification Settings

4. Target

Configure Targets to Track Progress Against Goals

5. Projections

Projection Preferences and Computation Set Up

6. Recommendations

Recommendation Preferences and Computation Set Up

7. Attribution & Spends

Funnel Conversion Attribution & Path Inputs Configuration

8. Dimensions

Dashboard Dimensions & Custom Dimensions

9. Metrics

Dashboard Metrics with Descriptions & Filter Customization Options

10. Definitions

Page Customization: Add/Remove Filters, Splits & Segments with Global Application

11. Prioritization Model

Custom Lead, Opportunity, & Contact Scoring Models

Customization & Support

1. Platform

No-Code Platform with Minimal Technical Intervention
One-Size-Fits-All & End-to-End Configurability
Customizations Supported
Support for Complex GTM Motions and Multiple Funnels

2. Implementation & Enablement

Guided Onboarding with White Glove Deployment Support
5-Week Go-Live Timeline
Weekly Ongoing Sync-Ups
Dedicated Microsoft Teams and Slack Channel Support
Adoption and Enablement Included
Best Practices for Maximizing Value from Attribution
Professional Services Available on a Need Basis

Data Security

1. Compliance

SOC 2 Type II Certified
GDPR Compliant

2. Preventive Measures

Annual Penetration Tests
Data Encryption