How RevSure Supports Customer Business Taxonomies & Classifications

RevSure supports customer business taxonomies and classifications by giving teams full control over how their GTM data is structured, standardized, and analyzed. The platform provides a flexible custom dimension engine, allowing users to create business-aligned taxonomies—such as GTM motions, business units, segments, or teams—by applying logic on top of the standard entity model sourced from systems like Salesforce and Marketo.

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Business Mapping

• Standardizes and unifies values across Leads, Accounts, Opportunities, and Campaigns.
• Creates derived dimensions by combining or transforming base fields.
• Aligns GTM data to business-specific taxonomies (segments, regions, motions, units, etc.).
• Supports bulk CSV uploads for fast updates at scale.
• Auto-generates first-touch and last-touch variants for attribution and journey analysis.
• Allows users to edit, update, filter, or delete mappings anytime as business logic evolves.

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Campaign Channel Classification Engine

• Provides a no-code rule builder to classify campaigns into Channel and Sub-Channel.
• Uses any campaign metadata (source system, UTMs, type, JSON fields, etc.) to create rules.
• Supports nested logic with operators like AND, OR, IN, LIKE, JSON_EXTRACT.
• Ensures consistent, business-aligned channel taxonomy across all marketing platforms.
• Includes drag-and-drop rule ordering for easy prioritization.
• Uses AI-assisted classification for campaigns that don't match any rule.