As we close out 2025, December marks a significant milestone in RevSure’s shift from revenue intelligence to agentic GTM execution. These updates are designed to close the gap between insight and action, ensuring signals don’t just inform decisions, but drive outcomes.
With real-time lead scoring, instant Salesforce and Marketo writebacks, automated Account Action Plans, and Slack-native delivery, RevSure now responds to buyer signals in real time. Combined with stronger forecasting, reporting, and analytics, these releases help GTM teams enter 2026 with clearer visibility, tighter execution, and a more autonomous revenue engine.
Dive in and see how we’re making your revenue engine truly autonomous.
Explore what’s new this month:
- Real-Time Lead Scoring Agent
- Salesforce & Marketo Writeback
- LinkedIn Profile Intelligence in Reli Chat
- Funnel Conversion Breakdown
- Journey Touchpoint Summary
- Monthly Pipeline Projections
- Lead Prioritization Custom Tags
- View Only / Presentation Mode
- Databricks Writeback
- Marketing Attribution – Trend View
Agentic GTM & Execution
Real Time Lead Scoring Agent
This agent combines RevSure’s real-time triggers by activating the agent from form fills, web visits, and when new leads are added to CRM systems. Leads are captured when the customized event conditions are met and parsed into the RevSure data node to retrieve all details, engagements, interactions, and propensity scores, and ingest all analysis from RevSure. The agent then scores the leads with custom or out-of-the-box scoring models. The scoring agent can be combined with other workflows to score leads. The scores and workflow outputs can then be written back to CRM systems and sent as summaries over Slack.
Salesforce & Marketo Writeback
Agent outputs such as research, enrichment, lead scores, personalized emails, and more can be written back to Salesforce and Marketo as custom fields on the relevant objects. This ensures agents are connected to your infrastructure and keep it up to date with all outputs.
Intelligence in the Flow of Work
LinkedIn Profile Intelligence in Reli Chat
We have introduced LinkedIn Profile Intelligence directly within Reli Chat. This feature empowers users to instantly retrieve lead backgrounds, professional milestones, and recent activity streams without leaving the conversation. By leveraging AI to analyze LinkedIn profiles in real-time, you can generate strategic summaries of a lead’s pain points, skills, and engagement history.
To access, go to Ask Reli -> Chat with Reli.
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Advanced Analytics & Forecasting
Funnel Conversion Breakdown
We have brought in the Funnel Conversion Breakdown widget, which helps analysts and marketing leaders explore how leads, opportunities, or accounts move through the funnel across different segments. It provides configurable comparisons of funnel stages, multi-dimensional breakdowns, and key metrics such as Conversion % and Velocity, enabling deeper, self-service funnel analysis directly within the Marketing Performance Dashboard and the Funnel Health module.
To access, go to Marketing Performance Dashboard > Funnel Health > Funnel Conversion Breakdown.
Journey Touchpoint Summary
We’ve launched the Journey Touchpoint Summary widget to give teams a clearer view of how users move through key funnel stages (e.g., Visitor → Lead or Lead → MQL). It fills a gap by offering visual charts and easy-to-read tables showing touchpoint counts, average cycle times, and more. Users start by selecting an initial stage, then explore dynamically generated cards that break down the data. Simple controls, such as toggles for highest/lowest values and filters by categories like Account Segment or Company Size, make it easy to slice the data. The result: a clearer picture of customer journeys that helps marketing and sales uncover trends and prioritise efforts.
To access, go to Marketing Performance Dashboard > Journey Touchpoint Summary Widget.
Customization, Governance & Extensibility
Lead Prioritization Custom Tags
We’re introducing Custom Tags in the lead, opportunity, and account prioritization modules, to give you total flexibility in how you prioritize and act on your data. Moving beyond standard system signals, you can now create and manage your own business definitions like "High Engagement," "Fast Moving," or "Warm Account, by combining multiple signals into human-readable tags.
View Only/ Presentation Mode
We’re introducing View Controls for Public Views so owners can decide how others interact with shared dashboards. Owners can choose View Only / Presentation Mode (fully locked: no edits, filter changes, or saving) or Explore Mode (users can adjust filters/dimensions for analysis but can’t overwrite the original view, and can only Save As a new view if permitted).
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Databricks Writeback
RevSure now supports writing back curated reporting and entity tables directly into your Databricks environment for extended analysis and downstream workflows. Users can configure a Databricks destination connection, choose the target catalog/schema, and write back selected tables via full refresh or incremental (delta) runs. The system validates whether the target table already exists and supports running writebacks on schedules independent of daily syncs, enabling flexible refresh frequencies based on your needs.
Enhancements
Marketing Attribution - Trend View
You can now switch from the existing Bar chart to a new Trend View to track how key attribution metrics (e.g., Spend, Generated Lead Volume) change over time, making it easier to spot growth patterns, peaks, and performance shifts across periods.
Monthly Projections for Pipeline Generation
We’ve enhanced Pipeline Projections to provide a monthly view within the current quarter, moving beyond high-level quarterly totals. You can now drill down to see exactly how your projected pipeline is paced month-over-month
Next Month Enhancements
- Dynamic metric creation for Funnel Health metrics in Definitions: Enable dynamic creation of Funnel Health metrics directly within Definitions for faster setup.
- Metric Layer – renaming + definitions/tooltips for metrics & funnels: Introducing Metric Layer enhancements to rename metrics and funnels, and add clear definitions/tooltips for improved clarity and governance.
- Account Action Plan - Account Research Enhancement: Action plan for accounts to boost ABM efforts with company-level intelligence and next best action based on full funnel context, external signals, and research. Identify and understand how to engage key stakeholders based on account stage and other factors, using next-best actions.
In Case You Missed It: November 2025 Highlights
- RevSure MCP Server Launch: Introduced a more extensible infrastructure to power deeper integrations and agent-driven workflows.
- Custom Attribution Models: Enabled teams to define attribution that reflects their unique GTM motion.
- Probability Score Trends: Added trend visibility to track how deal confidence changes over time.
- Opportunity Tabs in Journey Module: Connected engagement journeys directly to opportunity-level insights.
- Marketing Mix Movements: Visualized shifts in marketing performance to better understand impact over time.
- AI-Powered Reli Report Generation: Accelerated insight creation with AI-generated reports.
- Agent Spotlight – Reli Triggering & Email Editing: Showcased new agent capabilities for workflow activation and outbound optimization.
Read the full November 2025 release notes here.
Need a Personalized Walkthrough?
Curious how these new capabilities can transform your GTM execution?
Request a demo for a personalized walkthrough with the RevSure team.
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