implementation & enablement
When you succeed,
so do we.
Your GTM motions are constantly evolving with new technology, data sources, and business nuances. We understand that a standard implementation may not suit the complexities of your teams. At RevSure, we appreciate the uniqueness of our enterprise and fast-growing customers, and we follow a two-pronged approach to ensure your success from the start.
Onboarding & Implementation
Go live in less than 5 weeks
We bring a combination of professional services and customer success, leveraging our expertise in marketing, attribution, and data to assist our customers. Our commitment extends beyond the initial implementation, ensuring ongoing customer success and support. Here's what you can expect during the few weeks of your journey with us:
WEEK 0 : Getting Started
Time Commitment on Your Side: 2.5 hrs (1.5 hours to fill the questionnaire; 1 hour for Interviews and GTM motion understanding)
Introduction: Meet your Customer Success Manager (CSM) and support team.
Discovery Questionnaire & Plan: Complete a questionnaire to capture details of your GTM systems, lifecycle stages, and data, forming the basis of our project plan.
Your GTM Motion Understanding: Your CSM will review your Go-To-Market strategy to customize the onboarding process.
User Interviews: We'll interview users to understand their key business questions and requirements.
Setup Communication Mechanism: A dedicated Slack channel will be created for quick and efficient communication.
WEEK 1 : RevSure Setup Begins
Time Commitment on Your Side: 1 hr
Connect Your Tech Stack: Begin integrating your CRM, marketing automation platforms, ad platforms, and other essential apps with RevSure.
Clarification Sync: We'll discuss the setup for data synchronization, clarifying your business processes and specific nuances to ensure seamless integration.
WEEK 2 : Data Validation
Time Commitment on Your Side: 1.5 hr (2 meetings of 45 min each)
Setup and Review: Configure and review data mappings, funnel stages, and dimensions.
AI-Driven Entity Mappings: Initiate AI-driven entity resolution for leads, opportunities, accounts, and campaign attributes (UTMs, ad system IDs, etc.).
Data Validation: Ensure accuracy for campaigns, ad spend, funnel metrics, and both built-in and custom dimensions.
Data Sanity Report: Share and validate a comprehensive data sanity report to ensure confidence in your RevSure data.
Taxonomy review: Validate the taxonomy of campaigns and other entities, and change as needed.
AI Projections: Initiate AI model iterations for pipeline projections, AI-driven attribution, and pipeline acceleration.
WEEK 3 : Application Review
Time Commitment on Your Side: 2 hrs ( 2 meetings of 1 hour each)
RevSure Application Overview: Introduction to various views, projections, filters, reports, and AI recommendations.
Attribution Methodologies: Discuss different attribution methodologies and their representation in reports.
User Views Configuration: Customize user views in RevSure based on your personas.
Feedback on AI Projections: Showcase the first iterations of AI-driven projections, gather feedback, and refine feature selection.
WEEK 4 : Onboard and Go Live
Time Commitment on Your Side: 1 hr
Onboard Users: Introduce the initial set of users and develop an ongoing enablement plan.
Platform Adoption: Discuss strategies to enhance RevSure platform adoption.
User Views Configuration: Customize user views in RevSure based on your personas.
Ongoing Support: Schedule recurring calls with key stakeholders for continuous strategic support.
Essential Team Members for Faster Implementation
CRM Admin & Marketing Automation Admin: Your CRM & Marketing Automation Systems admin will help us seamlessly connect and configure the funnel stages.
Demand Generation Team: Your Demand Generation Team will provide crucial business context to support a smooth deployment.
Ongoing Enablement & Advisory
For Operational Continuity & Long Term Success
Our team ensures RevSure aligns with your business needs, maximizing adoption in your GTM team. From troubleshooting to strategy refinement, we’re committed to supporting your sustained growth and marketing excellence.
Operational Assistance
Continuous attribution insights, analytics, and recommendations
Analytics and reporting support (weekly, monthly, quarterly)
Set up new views, dashboards, and data integrations
Ongoing RevSure training and configuration
Guidance for marketing operations and data initiatives
Strategic Advisory
Phased roadmap for marketing attribution and RevSure deployment
Best practices for measuring marketing effectiveness and managing campaigns
Monthly and quarterly value measurement reviews
Our Team Delivering Excellence for You
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Jerry Henry
Head of Customer Success
Harry Hawk
Principal Consultant
Francisco Oller Garcia
Solutions Engineer
Kovoor Prajwal
Lead Backend Engineer
Trusted by High-Performing Teams Around the World
Hear It Straight from Our Customers
Karin Stevens
Chief Marketing Officer
“Our team values the pipeline depth and predictability insights provided by RevSure. I really love the UI. It is very functional, clear, and easy to onboard. Bringing our data together into one solution and being able to run real-time reports, and understand what's effective within our marketing through their deep funnel attribution analysis has been really helpful for us.”
Ryan Shopp
Chief Marketing Officer
“Understanding the impact of our marketing programs and spending using RevSure's detailed analytics is a game-changer as we take a data-driven approach on all things from board meeting presentations down to executing the marketing day-to-day.”
Abdallah Al-Hakim
Sr Director of Digital Marketing
“Inside RevSure AI, I look at our digital campaigns from a completely different angle- Not just by spend, not just by lead count. But by which accounts we actually moved and what stages they progressed through. This is what GTM alignment should look like.”
Daniel Henderson
Head of Digital Marketing
“If you’re skeptical about branding campaigns (like I was), flip the model. And get RevSure AI to help you figure this out. Instead of starting with impressions, RevSure starts with outcomes, meaning leads that progressed to a meeting set and worked backwards.”
Becca Wilson
Marketing Operations Manager
Our previous tool required an incredible amount of manual work. I had to build and connect all the properties myself, and as a team of one, I just didn’t have the time. Plus, there was no real support structure to rely on. With RevSure, I don’t have to worry; it just works. The engineering and success teams are already on top of things before I even follow up.
Tom Murtaugh
VP, GTM Operations
“B2B revenue productivity is at an all-time low. The best way to improve it is by digging deep into the blockers in your funnel and pipeline. Finally having stage-by-stage conversion, in one comprehensive view, is super powerful and actionable — it’s a level of insight I never thought we could achieve.”
Zane Halstead
Head of Marketing Operations
“RevSure not only simplified our analytics but transformed how we view and optimize our marketing funnel. The clarity and accessibility of the data empowers our team to make informed decisions much faster than before.”
Tyson Wigfall
Head of Marketing
“Even being able to understand our campaign and program mix two or three percent better will lead to more revenue for us as a company. It's a difficult thing to look at, but with RevSure, we can make better decisions and save the team time.”
Arjav(AJ) Patel
Sr. Director of GTM Finance
“One of the biggest use cases we brought RevSure in for was to answer the question: What happens to leads from Quarter X? Now, if I look at those leads on day one of the subsequent quarter, what happened to them versus where they are today?”
Tom Wentworth
CMO
“With RevSure, marketers can confidently understand what will happen in the future and plan accordingly. RevSure provides insights that help you take actionable steps to improve your campaign effectiveness and overall marketing ROI - it’s one of the very few tools I use every single day.”
Shreha Jain
Director, Marketing Operations
“RevSure gave us an additional layer of insights. We’re not sitting there doing calculations repeatedly or timestamping numbers to track changes. For example, seeing conversion rates within each stage at a campaign level is now much easier. It's a storytelling tool that will kind of help you relay a message to your stakeholders and really tell us story outside of just presenting numbers.”
Mark Sladden
Revenue Operations Leader
"Just the breadth of information that RevSure presents around the whole funnel is excellent. While most companies look at just the pipeline or marketing data, RevSure bridges that gap by connecting the entire funnel. That's the core differentiator because I haven't seen any other platform offer this level of capability."
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AI for Pipeline Predictability and Improved ROI
Multi-level AI Engine
Instantly receive actionable insights with RevSure's AI, combining Marketing Mix, Touch-Based Attribution, Predictive AI, & Generative AI to enhance marketing performance and strategy optimization.
Full-funnel Data Platform
Simplify GTM analytics and achieve a Single Source of Truth. RevSure integrates with your B2B tech stack, unifying, cleaning, and transforming your data with AI-based harmonization.
Say Goodbye to Guesswork!
With our Full Funnel attribution, campaign optimization, and pipeline prediction & acceleration, every move is a power play – no more rolling the dice on random acts of marketing!
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