Message your sales teams
With the Slack integration built into Reveal, you can send messages directly to the relevant account owner within your business to pass them sales insights on a specific account, thanks to the help of your partners.
Send messages via Slack from within Reveal to highlight partner related opportunities with your sales teams.
With the Slack integration built into Reveal, you can send messages directly to the relevant account owner within your business to pass them sales insights on a specific account, thanks to the help of your partners.
Save time searching for the right account owner for a company that your partner can support you on.
Act on your hot leads from partners directly within Reveal so you don't miss out on the opportunity.
Automatically mention the account name and the partner in your message at the click of a button.
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Step one:
Go to 'Integrations' on the side menu in Reveal.
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Step two:
Connect Reveal to your Slack app.
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Step three:
Click the Slack logo buttons on Account Mapping or Pipeline to message your sales teams about their accounts.
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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