Agentic Automation & Workflow

Smarter Full Funnel Management with RevSure's Agentic AI System

RevSure's Agentic AI system unlocks the full potential of your sales and marketing teams by simplifying the complex process of managing leads, accounts, and opportunities. With AI-driven recommendations and intelligent automation that saves you hours, you can focus on what matters most – driving growth.

Enhanced Autonomy with the Agentic AI System

RevSure’s Agentic AI system, with customizable alerts and features, ensures your team stays aligned and focused on goals. From prioritized lead lists and seamless CRM integration to real-time pipeline snapshots and lead reminders, the AI-driven system ensures nothing slips through the cracks, keeping your processes efficient and your team productive.

Insights & Recommendations

RevSure's AI-powered recommendation engine delivers prioritized lead and account lists based on pipeline conversion propensities. Deal/lead owners get daily or weekly updates on top leads/ opportunities to focus on.

AI-Powered Summaries

Leverage AI to instantly analyze your historical and current data, providing quick insights that drive pipeline forecasts and reveal future trends. Adapt your marketing and sales strategies proactively based on next-best touch recommendations. Easily share concise, actionable summaries with your entire team for better collaboration and decision-making.

Writebacks to CRM & Channels

Automatically writes back new lead and opportunity information from RevSure to your CRM. RevSure can write back data such as custom lead scores, conversion propensities, predicted opportunity value, deal value, velocity, age, duration, and more.

Snapshot Reports

Schedule any RevSure module snapshots directly to your inbox for quick insights into pipeline health and demand generation. Stay informed and make fast decisions without navigating multiple tabs.

Intelligent Alerts

Receive alerts based on triggers such as movement, activity, stagnation, and more. Customize them to fit your needs—adjust timing, frequency, and other preferences. Send updates to Slack, email, or other channels for seamless workflow integration.

Lead Reminders

Ensure no lead is overlooked with reminders. Track unassigned leads until they are assigned, and customize the timing and frequency of reminders to align with your team’s needs.

Accelerate Pipeline with Lead and Opportunity Alerts

RevSure’s Lead and Opportunity Alerts ensure that your sales and marketing teams stay informed, act quickly, and drive more conversions. With real-time notifications and intelligent prioritization, RevSure Alerts remove operational bottlenecks and help you focus on closing deals faster.

Why RevSure Alerts?

RevSure’s Lead and Opportunity Alerts are designed to keep your teams aligned, reduce manual effort, and ensure every opportunity is acted upon quickly. From speeding up response times to improving pipeline visibility, RevSure’s Alerts help your business convert more leads and close more deals.

RevSure's AI-powered Lead & Account Prioritization

Leverage RevSure’s AI-powered insights to identify the leads and accounts most likely to convert into pipeline. Automatically schedule the distribution of these lists to your SDRs and AEs, enhancing conversion rates and accelerating pipeline growth. This module also tracks accounts at every stage of the buying cycle, enabling you to monitor for potential opportunities.

Automate Lead Scoring Writebacks with RevSure's Deep Funnel Optimization

Seamlessly write back critical data—like lead scores, conversion propensities, and predicted deal values—into your CRM and ad platforms. This automated writeback enhances attribution by providing real-time insights into mid-to-lower funnel interactions, ensuring your marketing efforts focus on the most promising leads. By integrating with platforms like Google Ads, LinkedIn Ads, and Meta Ads, RevSure optimizes your bidding strategy and streamlines lead management, helping you reduce CAC and maximize ROI.

Ready to Optimize Your Funnel with RevSure's Agentic AI System Features?

By streamlining your processes, offering real-time insights, and delivering actionable recommendations, our AI-powered platform ensures your funnel operates at peak efficiency, driving measurable results.

Adjust your marketing mix with the
full-funnel in mind

Easily gain insight, beyond first or last touch, with built-in advanced Markov Chain modeling, so you can adjust your campaigns, channel or lead source mix to optimize your marketing results each quarter and year.

Learn Which Channels are Highest Converting through the Funnel

Understand which channels have the highest conversion rates at each stage of the funnel, from lead to closed won.

Maximize campaign ROI
Deep-Dive into each Channel

Focus on one channel to understand its composition and which demographics it’s performing the best with.

Uncover the tactics that generate pipeline
Understand the Common Paths Buyer’s Take

Craft your campaigns based on the most effective conversion paths from previous buyers, based on conversion to pipeline.

Improve marketing spend efficiency
See Lead Journey’s by Buying Stage

Map the touchpoints to buying stages for each lead, understanding which efforts resulted in the highest engagement and contribution to pipeline.

Analyze marketing attribution
Learn which channels are highest converting through the funnel

Understand which channels have the highest contribution towards conversion at each stage of the funnel.

Deep-dive into each channel

Focus on one channel to understand its composition and which demographics it’s performing the best with.

Understand the common paths buyer’s take

Craft your campaigns based on the most effective conversion paths from previous buyers, based on conversion to pipeline.

See lead journey’s by buying stage

Map the touchpoints to buying stages for each lead, understanding which efforts resulted in the highest engagement and contribution to pipeline.

Optimize the next best action

Use attribution and conversion paths to optimize the next best action for a cohort of leads, in order to increase their likelihood to continue converting.

AI lead recommendationsmarketing campaign analysis

No more random acts of marketing.

Pipeline & Revenue Predictions, Attribution and Funnel Intelligence in one place.
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