Product Updates August 2024: GenAI-powered Summaries, Data Validation, Journey Enhancements & More

Ready for this one? Let's get started. This release covers:

1. Highlights of Our Previous Release
2. Automated Summaries by Reli GenAI Copilot
3. New Data Validation Page
4. Data Integrity Reports
5. Find a Sequence in Journeys
6. Integration with Microsoft/Bing Ads

Highlights of Our Previous Product Release

In case you missed it, our July 2024 product update introduced several key features, including:

Marketing Mix Modeling: Our new AI-powered Marketing Mix Modeling helps you see exactly how each channel contributes to your pipeline and bookings. Get a clear view of your spending, campaigns, and ROI with our new performance visualizations.

Account Engagement Trends: Our new engagement trends feature lets you see which accounts are really engaging with your funnel. Track who's interacting with your campaigns and ready to be nurtured into a sale.

New Integrations

• RollWorks ABM: Easily target your ICP accounts with enhanced analytics and insights.
• Google Analytics: Understand your audience better and track conversions more effectively with our new integration.

Automated Summaries by Reli Generative AI Copilot

Access AI-generated summaries and actionable insights for leads, opportunities, and accounts—all designed to answer key questions such as: What’s the probability of conversion? What is the next best action? Who should I prioritize in this account?

Leverage Lead, Opportunity, and Account Level summaries that provide comprehensive, AI-driven insights. These summaries include the lead’s journey to date, conversion probabilities, recommended next steps, and tailored strategies to optimize engagement.

This feature is available in every drill-down view and within the respective Prioritization pages.

Data Validation

Easily verify the accuracy and completeness of CRM data imported into RevSure, ensuring that all records are correctly ingested and ready for analysis.

We have introduced a new Data Validation Page, allowing you to validate data ingested from your CRMs, MAPs, and other sources. With robust querying capabilities and a global search function, you can efficiently verify the integrity of your leads, opportunities, accounts, and campaigns.

This feature is available under the Data Hub Module > Data Validation.

Data Integrity Reports

Measure and optimize the completeness of your data across all key metrics.

• Quickly assess and enhance the completeness of your marketing and sales data for accurate reporting and effective campaign execution.
• Utilize the new Data Integrity Reports to evaluate critical aspects such as:
  • Lead-to-account associations
  • UTM coverage
  • LinkedIn campaign connections
  • Opportunity-to-Contact associations & more

Access this feature under Data Hub > RevSure Data Model Page to ensure your data is always ready for action.

Find a Sequence in Journeys

Our popular Journeys page just got even better with the new Sequence Filter feature, enabling you to identify specific engagement sequences within your customer journeys.

For example, you can track users who visited your website anonymously through search campaigns, signed up for a newsletter, started a free trial, and then scheduled a meeting.

This feature can be accessed via the ‘Find a Sequence’ button on the Journeys page under Funnels and Journeys.

New Integrations

Microsoft/ Bing Ads

With this release, we are announcing the new Microsoft/Bing Ads Integration, broadening your advertising reach and enabling a more comprehensive analysis within RevSure. With this integration, you can seamlessly incorporate Microsoft Ads data into your RevSure analytics, providing a fuller picture of your marketing performance.

Now, you can analyze the effectiveness of your Microsoft/Bing ads and campaigns, track conversions, and optimize your advertising strategies based on data-driven insights. This integration empowers you to make more informed decisions and maximize the impact of your advertising efforts.

If you have any questions or would like to connect over a call for a more in-depth walkthrough, our team is here to help. Feel free to reach out to us at cs@revsure.ai.

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