Ready to dive in? This release includes:
- Highlights of Our Previous Release
- Business Taxonomy Mapping
- Account Engagement Trends
- Landing Page for Every User
- Integrations with RB2B and People Data Labs
Highlights of the Previous Release
In case you missed it, our August 2024 product update introduced several exciting features, including:
- Automated AI Summaries: AI-generated insights for leads and opportunities, available in drill-down views.
- Data Validation: Verify CRM data accuracy with the new Data Validation view.
- Data Integrity Reports: Measure data completeness across key metrics like lead-to-account associations.
- Find a Sequence in Journeys: Track specific customer engagement sequences with the new Sequence Filter.
- Microsoft/Bing Ads Integration: Analyze and optimize Microsoft/Bing Ads performance with this new integration.
Business Taxonomy Mapping
We’ve introduced Business Taxonomy Mapping to allow greater customization and flexibility in managing your data. Now, you can create and modify custom business taxonomies to better align your data and dimensions with your business needs. Whether you want to define existing dimensions in your terms or create entirely new ones, you’re in control. This feature also allows you to model taxonomies based on existing configurations, such as Campaigns, Accounts, Leads, Opportunities, and Ads, ensuring a seamless fit with your operational structure.
Where to find it: Access Business Taxonomy Mapping Under Dimensions Config in the Config Center.
Account Engagement Trends Widget
We’ve added a powerful new Account Engagement Trends Widget to the Marketing Performance Dashboard. This widget allows you to track critical account-level engagement metrics, such as LinkedIn impressions, email open rates, visitor numbers, and campaign touches. You can now monitor weekly, monthly, and quarterly trends to better understand how your accounts are engaging over time. This data is also available in the Account Prioritization view, giving you a comprehensive picture of engagement across all your accounts.
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Where to find it: The Account Engagement Trends Widget is available in the Funnel Health group in the Marketing Performance Dashboard.
Landing Page for Every User
We’ve made it easier for users to personalize their RevSure experience by allowing you to set your own default landing page. Now, instead of starting on the default Favorites page, you can choose the module you use the most as your personalized entry point. Admins can also configure landing pages for other users, ensuring consistent and tailored experiences for entire teams.
Where to find it: Every module now has the option to be set as a landing page, and admins can manage landing pages via the User Management module.
New Integrations
RB2B
In response to the growing demand for deeper visitor insights, we’ve launched the RB2B Integration. This new feature enhances your ability to deanonymize website visitors, helping you identify previously unknown leads. With this integration, you'll have better visibility into anonymous visitor activity, making it easier to connect with potential customers and drive more effective engagement.
People Data Labs
Integrate People Data Labs with RevSure to unlock valuable insights from your website traffic. By identifying anonymous visitors and matching IP addresses to companies, you can gain a deeper understanding of who’s engaging with your site. Use these enriched data points within RevSure to prioritize high-intent leads, tailor outreach, and improve targeting strategies.
For a more in-depth walkthrough of these new features or to explore how RevSure can further streamline your workflows, our team is here to help. Please don’t hesitate to contact us at cs@revsure.ai.
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