RevSure Capabilities

Dive Into Our Full Range of Features

Marketing ROI and Attribution

1. Demand Generation Effectiveness

Real time tracking, measurement of full funnel attribution and prediction of performance of campaigns, channels, segments
Demand Generation Metrics Summary & Contribution by Volume and Value
Generated vs. Projected Lead, Pipeline & Booking by Campaign
Budget vs. Spend by Campaign
Cost Per Lead, Pipeline ROI & Booking ROI by Campaign
Influenced Account Volume by Campaign
Attribution by Primary Contact, All Contacts & Account

2. Multi-touch Attribution Models

AI-based (RevSure Probabilistic AI Model)
Linear
W-Shaped
U-Shaped
Any Touch
J-Shaped
Influenced Attribution
Custom Attribution Models Supported

3. Funnel Conversion Attribution

AI-based Attribution by Campaign Type, Team, and Funnel Stage
Paths by Top Conversion Probability and Number of Leads
Stage Contribution Percentage
Top Conversion Paths by Funnel Stage

4. Deep Funnel Attribution

Top Campaigns Generation Attribution by Stage
Top Campaigns Leakage Attribution by Stage
Attribution by Primary Contact, All Contacts & Account
Attribution by Absolute & Relative Contribution
Generation & Leakage Attribution by Attribution Method

5. Campaign Spend Reallocation

Existing Allocation vs. Reallocation Opportunity
Top 10 vs. Bottom 10 Performing Campaigns
Generated vs. Projected Pipeline, Booking & ROI by Campaign
Pipeline Generation, Booking Generation & Spend Opportunity by Campaign
Spend Increase by Campaign

6. Marketing Performance

Budget vs. Spend Trends by Quarter
Marketing Performance Summary by Channel
Demand Generation Performance by Campaign
Top Buyer Journeys Performance
Deep Funnel Contribution
Marketing Influence by Channel
Campaign Reallocation Summary
Targets vs. Attainment
Key Metrics Performance & Contribution by Volume and Value

7. Marketing Mix Modeling

Quarterly Pipeline & Booking Contribution by Channel
Quarterly Spend, ROI & Pipeline Contribution by Channel
Quarterly Pipeline & Booking Trends by Channel
Spend vs. Pipeline Generation by Channel
Spend vs. Pipeline Generation by Quarter
Marketing Metrics Relationship Analysis (e.g., Impressions vs. Pipeline)
Response Curve Analysis: ROI vs. Spend Levels
Marketing Mix Efficiency Table (Daily Spend to Bookings Overview)

Pipeline Predictability

1. Pipeline Projections

Pipeline Projections for Pipeline Generation, Readiness, and Booking Readiness
Pipeline Projections Trend Chart with Comparisons
Pipeline Projections vs. Target and Attainment
Processed Pipeline Projections vs. Target and Attainment
Booking Projections vs. Target and Attainment
Projections Split by Region, Country, and BDR/SDR Team Performance
Projections Filtered by Region, Country, Company Size, and BDR/SDR Teams
Tracking Projections Across Pipeline and Booking to Analyze Feature Impact
Assessment of Walk-in Pipeline for Each Quarter
Risk-Adjusted Pipeline Calculation Considering Push and Pull Factors
Funnel-Driven Projections for Projected Pipeline
Pipeline Movements Throughout the Quarter: Walk-ins, Additions, Push, Pull, Skip, Closed Won, and Closed Lost
Weekly and Monthly Pipeline Trend Analysis
Detailed View of Existing Pipeline and Processed Pipeline to Closed Won and Closed Lost

2. Pipeline Health

Current vs. Next Quarter Comparison with Projected Win Rate & Avg. Deal Size
Pipeline Current vs. Next Quarter: Processed, Current, New, Risk-Adjusted, Pushed, & Pulled
Pipeline Projection, Full Quarter Projection & Booking Projection: Current vs. Next Quarter
Current vs. Next Quarter Pipeline Health Radar
Current vs. Next Quarter Pipeline Composition Breakdown
Pipeline Stage Breakdown: Current vs. Next Quarter
Pipeline Trend Analysis: Current vs. Next Quarter

3. Pipeline Analytics

Actual & Projected Boking Trends by Quarter of Close
Walk-in Pipeline by Quarter of Close
Win-rate Trends by Quarter of Close
Open pipeline Trend by quarter for a closing quarter of choice
Pipeline Movements in a Quarter
Actual and Projected Pipeline Generation for each quarter
Quarterly Opportunity Progression Trend by Stage, Split by Channel, Region, and Industry
Pipeline Push Trend: Deals Moving from Closing This Quarter to Future Quarters
Pipeline Pull Trend: Deals Accelerated to Close This Quarter from Future Quarters
Closed-Lost Pipeline Trend by Quarter of Closure

4. Pipeline Movements

Day 1 Pipeline Overview: Stage Breakdown by Volume & Value
End-of-Quarter Pipeline by Stage, Volume & Value
Quarter-End Pipeline Movement by Stage, Volume & Value
Funnel Movement Trends by Stage

Pipeline Acceleration

1. Lead Prioritization

AI-Powered Lead Prioritization Recommendations by Stage
Journey Timeline for Each Lead
Next Best Action, Conversion Probabilities & Factors by Lead
Geo-segment leads by engagement and conversion propensity
Visualize campaign-driven funnel progression and multi-threaded engagement
Analysis of LinkedIn Profile - Key Pain Points, DISC Analysis, Interactions and Suggested Outreach

2. Opportunity Prioritization

Top 25, 50, and 100 Opportunities: Conversion Probability by Value & Volume
Booking Conversion: Volume, Value, and Probability by Opportunity Stage
Booking Conversion Probability Contributing Factors by Opportunity

3. Account Prioritization

Top Accounts with High and Medium Base Pipeline Propensity
Journey Timeline for Each Account
Next Best Action, Conversion Probabilities & Factors by Account
Account LinkedIn Profile Analysis
High and Medium ML Pipeline Propensity Accounts (3-Month Outlook) and Respective Buckets

4. Deep Funnel Optimization

Event-Level Lead Scoring Based on Custom Signal Weighting
Tracking of Offline, Synthetic, and Intermediate Conversion Events
Real-Time Lead Score and Signal Writeback to CRM (e.g., Salesforce)
Ad System Writeback via Native APIs

5. Social Selling

Real-Time Ingestion of LinkedIn Engagement Signals
Lead & Account Deanonymization via Web and Social Identity Matching
Engagement-Based Lead & Account Prioritization with Propensity Scoring
Generative AI-Powered Outreach Suggestions & LinkedIn Message Drafting
Conversion Probability Scoring for Social-Engaged Leads and Accounts
Automated CRM Writeback of Scores, Signals, and Engagement Triggers
Campaign List Generation from Social Engagement

6. Audience Creation

Dynamic & Static Audience Creation Based on Funnel and Engagement Signals
Multi-Criteria Filtering Using Firmographics, Funnel Stage, Intent, and Scoring
Conversion Propensity-Based Microsegment Prioritization
Automated Audience Sync to CRM, Ad Platforms, and Email Systems

Full Funnel Intelligence

1. Unified Funnel & Pipeline

Current Funnel Snapshot: Open Leads and Opportunities Across All Stages
Funnel Filtering by Region, Company Size, BDR/SDR Teams, etc.
Funnel Splits by Region, Company Size, BDR/SDR Teams, etc.
Funnel Metrics: Generated Volume, Open Volume, Pipeline Volume by Stage, Stage Velocity, Conversion, etc.
Funnel Trends by Week, Month, Quarter
Funnel Additions by Stage
Funnel Progression by Stage
Funnel Leakage from Each Stage
Lead and Opportunity Details by Stage for All Open Leads and Opportunities
Enable Back-and-Forth Movements Across Funnel and Pipeline Stages

2. Cohort Intelligence

Time-Based Cohort Performance Analysis
Cohort Filtering and Splitting by Region, Industry, Company Size and BDR/SDR Teams
Stage-to-Stage Conversion: Volume, Value, and Percentage from Previous or Created Stage
Single or Multi-Start Stage Options for Cohort Creation
Stage-to-Stage Progression and Related Metrics
Stage Movements to Subsequent Stages in a Cohort Over Time
Cohort Progression View at Specific Time Periods (Today vs. Any Custom Time Period)
Cohort Conversion Trends from Created Stage (Progression, Regression, Leakage, Stagnation)

3. Funnel Health

Lead, Opportunity, and Pipeline Volume & Value: Open, Projected, & Generated Comparisons
Marketing Influence by Channel and Stage
Unified Funnel KPIs by Stage
Converted & Leakage Volume & Value Across the Funnel
Funnel Pipeline & Booking Potential by Stage
Channel-Wise Lead Composition: Volume & Value
Lead Movements: Additions, Progressions, and Leakages by Volume & Value
Month-Wise Lead Movements: Additions, Progressions, & Leakages by Volume & Value
Stage-to-Stage Conversion and Top Contributors

4. Journeys

Top Journeys by Engagement Type and Source: Stage-to-Stage
Journey Summary: #Completed, Avg. Cycle Time, and Avg. Touches
Lead-Level Journey Drilldown with Timeline & Conversion Propensity

Buyer Intelligence

1. Account & Lead Intelligence

AI‑Driven Propensity Scoring for Leads, Accounts & Opps
Real-Time Signal Aggregation Across Channels (web, CRM, MAP, social)
Next-Best-Action Recommendations Tied to Buyer Intent
Automated CRM Writeback of Scores, Enrichments & Engagement Alerts
Cohort & Funnel Tracking with Leakage and Velocity Analysis
No-Code UI for Custom Reporting, Dashboards & Export Rules

2. Account & Lead Deanonymization

Anonymous Visitor Identification via First‑Party Pixel & Cross‑Browser Fingerprinting
Real-Time Person and Company Deanonymization Using RB2B, PeopleDataLabs & 6sense, etc.
Intent Signal Integration from Tracking Pixels and Third‑Party Providers (e.g., G2, Bombora)
Automated Profile Enrichment for Known and New Visitors
De‑duplication of Visitor Records with Deterministic/Probabilistic Identity Resolution
Automated CRM Write‑Back of New De‑Anonymized Leads and Account Matches

Agentic AI

1. Agent Builder

No-Code AI Agent Creation for GTM Workflows
Trigger-Based Execution via Events, Schedules, or Manual Runs
Multi-System Integration Across CRM, MAP, Ads, and BI Tools
Composable Agent Templates for Funnel, Segment, or Campaign Use Cases
Orchestration via AgentHub for Cross-Agent Collaboration
Real-Time Execution with Persistent Context Memory
Agent Performance Monitoring with Versioning and Iteration Support

2. Agent Hub

Agentic AI Framework Orchestrating Full-Funnel GTM Execution
Attribution Agent for Real-Time Multi-Touch Revenue Assignment
Campaign Reallocation Agent for Near Real-Time Budget Optimization
Campaign Prediction Agent Forecasting Success Pre-Launch
Deep Funnel Optimization Agent with Ad-System Writebacks
Lead & Account Propensity Agent for Conversion Scoring
Lead & Account Intelligence Agent Aggregating Enrichment & Signals
Journey Intelligence Agent for Drop-Off Detection & Path Optimization
Next-Best Action Agent Recommending GTM Outreach Timing

Gen AI Copilots

1. Reli Chatbot

Slack Chatbot for Instant Business Answers
In-App Performance Summaries & Recommendations

2. Reli Dashboard

Gen AI Copilot within RevSure
Dynamic Tables and Charts for Responses

3. Reli Summaries

Lead, Account and Opportunity Summaries
Add Responses to Quick Access Dashboard and Share

4. Reli Assist

Generate Personalized Outreach messages to leads and accounts based on their Journeys
Get contextual help on any widget existing in the dashboard

4. Reli Help

Gen AI powered documentation search

Data Integrations

1. CRMs & MAPs

Salesforce
Hubspot
Marketo
Pardot
Oracle eloqua

2. Buyer Intent & Data Enrichment

6sense
Demandbase
Zoominfo
Apollo
Bombora
G2

3. ABM

6sense
Demandbase
Rollworks

4. Website tracking

First-Party SDK for Visitor and Website Tracking
Google Analytics
Google Search Console

5. Deanonymization

RB2B
People Data Labs
Warmly

6. Direct Mail

Sendoso

7. Sales Automation

Salesloft
Outreach

8. Paid Advertising Systems

Google Ads
Meta
Microsoft Ads (Bing)
LinkedIn
X

9. Messaging & Chatbot

Drift
Slack

Data & AI

1. Multi Level AI Engine

Predictive Pipeline and Booking Propensity
Multivariate Marketing Mix Regression
Markov Chain-Based Conversion Attribution
Predictive Campaign Performance
Next-Best Touch Recommendations
Campaign Reallocation Recommendations

2. Data Platform

Connect & Integrate Entire GTM Tech Stack
Automatic Mapping of Source Data to Predefined Entities and Attributes
Auto-Harmonization of Data Across Systems with Deterministic and Probabilistic Algorithms
Support for Custom Attributes and Objects Ingestion
In-House History Tracking Support
Robust Data Profiling and Quality Analysis
Configure Custom Funnels, Calendars, Dimensions, Taxonomies, and Metrics
First-Party SDK for Cross-Browser Visitor Fingerprinting
Write Data Back to Source Systems and Transfer to Data Lake

3. Entity Resolution

De-duplication of Data Across Sources (Lead, Campaign, Account)
Identify Linkages of Campaigns Flowing From One Source to Another

Collaboration

1. Teams

Supports Marketing, RevOps, SDR/BDR, AEs, Finance, and Revenue Functions
Role-Based Data Accessibility
Custom Roles & Data Access Features Supported

2. Easy Sharing

Customizable Dashboards
Real-Time Data Updates
Detailed Metric Reports
Data Drill-Down for Advanced Analysis
Quick Report & Dashboard Sharing with Internal & External Users
Automated Report Generation & Distribution
Mobile Access to Dashboards & Reports

3. Alerts

Custom Slack Alerts for Lead/Opportunity Creation, Progression, or Stagnation
Slack Inbox Alerts for Leads Dropping from the Funnel
Custom Rule-Based Alerts for Lead/Opportunity Statuses
Write Back Values to Contact/Lead/Opportunity from Slack
Send Alerts as Digests to Reduce Spam
Set Non-Working Hours for Less-Sensitive Alerts
Set Reminders for Alerts to Ensure Timely Action

4. Scalability

99.9% Uptime
Multiple User Concurrency per Tenant
Support for Multiple Regions, Time Zones, and Currencies

Configuration

1. Funnel

End-to-End Revenue Funnel Configuration

2. Calendar

Business/Financial Calendar Setup

3. Notifications

Custom Notification Settings

4. Target

Configure Targets to Track Progress Against Goals

5. Projections

Projection Preferences and Computation Set Up

6. Recommendations

Recommendation Preferences and Computation Set Up

7. Attribution & Spends

Funnel Conversion Attribution & Path Inputs Configuration

8. Campaign Channel Classification

Pre-populated default campaign channel classification rules
LLM-generated channel suggestions based on campaign metadata
Manual override of channel classifications
Interactive Rule Builder UI for rule management
Version control with 30-day history and restore option

9. Dimensions

Dashboard Dimensions & Custom Dimensions

10. Metrics

Dashboard Metrics with Descriptions & Filter Customization Options

11. Definitions

Page Customization: Add/Remove Filters, Splits & Segments with Global Application

12. Prioritization Model

Custom Lead, Opportunity, & Contact Scoring Models

Customization & Support

1. Platform

No-Code Platform with Minimal Technical Intervention
One-Size-Fits-All & End-to-End Configurability
Customizations Supported
Support for Complex GTM Motions and Multiple Funnels

2. Implementation & Enablement

Guided Onboarding with White Glove Deployment Support
5-Week Go-Live Timeline
Weekly Ongoing Sync-Ups
Dedicated Microsoft Teams and Slack Channel Support
Adoption and Enablement Included
Best Practices for Maximizing Value from Attribution
Professional Services Available on a Need Basis

Data Security

1. Compliance

SOC 2 Type II Certified
GDPR Compliant

2. Preventive Measures

Annual Penetration Tests
Data Encryption