No CRM? No problem. Upload CSV files to Reveal and uncover ecosystem insights.
We know not every company prefers to use their CRM to do account mapping with partners—so we’re not forcing you to. Reveal allows you to upload your makeshift CRM as a CSV file. The only difference is that the entries of your file won't be automatically updated, you'll need to manually map the columns of your CSV file to the 3 mandatory fields.
No more VLookup, Reveal makes mapping your accounts with your partners a breeze, giving you back precious time to have better discussions.
If you already have existing spreadsheets with partners, great. You don't need to get rid of them and start from scratch, just move them over to Reveal.
Don't let spreadsheet housekeeping stop you from getting the ecosystem insights you need to move your deals over the line.
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Step one:
Include a minimum of 3 columns in your file: a company name, a company website and a status (customer/prospect).
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Step two:
Go to your Data Source settings, select your CSV file, and upload to Reveal.
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Step three:
Map the columns of your CSV file for Reveal. We automatically detect the column names in your file but you can map any other columns.
We love being asked if we’re secure because we love to say yes. We wouldn’t be here today if we didn’t keep our clients’ data as safe (or even safer) than they do. With us, you’ll never have to worry about anyone seeing anything you wouldn’t want them to. And our SOC II certification proves it.
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Only 10 seconds.
No, that's not a typo. All you have to invest is the time you might need to add your partners' details so they will receive your invitation. Our basic plan is entirely free with unlimited partners and account mapping. The reason is simple: we want you to see the value and then invite your partner. Our end goal: build the biggest network of connected companies.
Our paid plan includes additional features such as a Salesforce Widget and reports.
Reveal implemented a 2-step data-sharing process to ensure you share only what you choose to share with your partners:
- Advanced sharing settings per partner
- Private accounts that will not be shared (to any partners or specific partners)
- Disable Account Mapping in one click
- We share only common accounts; you are not going to display the full CRM.
On your platform's home, click "Invite new partner," add their name, company name, and email address. We recommend that you write a custom message to add a personal touch. Press send. It's done.
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