# Revegy Reviews
**Vendor:** Revegy  
**Category:** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 40
## About Revegy
Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where they can add value, making it easier to see the way to win and retain business. Through intelligence-driven account and opportunity planning, Revegy helps companies visually see the areas where they can add value to prospects and customers. With a clear path to revenue, sales leaders are able to improve forecast accuracy and achieve predictable revenue. In short, we're enable account-based sales success and revenue growth!



## Revegy Pros & Cons
**What users like:**

- Users are impressed by the **visual tools for relationship mapping and account planning** offered by Revegy. (1 reviews)
- Users appreciate the **customizability** of Revegy, especially praising its impressive visual tools for relationship mapping. (1 reviews)
- Users admire the **visual tools for relationship mapping and account planning** , finding them particularly impressive and effective. (1 reviews)
- Users highlight the **impressive visual tools** of Revegy, enhancing relationship mapping and account planning effectively. (1 reviews)

**What users dislike:**

- Users find the **user interface overwhelming** at first, making it challenging to navigate the system effectively. (1 reviews)
- Users find the **user interface initially overwhelming** , which can lead to confusion and a steep learning curve. (1 reviews)
- Users find Revegy's **initially overwhelming user interface** challenging to navigate and adapt to effectively. (1 reviews)
- Users find the **initially overwhelming user interface** of Revegy can complicate their early experience with the product. (1 reviews)
- Users find the **initially overwhelming user interface** of Revegy challenging, hindering their overall experience. (1 reviews)

## Revegy Reviews
  ### 1. Revegy is like a Sales Analyzer and Booster

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shivam S. | Business Development Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2024

**What do you like best about Revegy?**

The first thing, i would like to  drag attention why I got attracted towards Revegy?

I worked with my clients in my career specially Fujitsu, Comcast, AMS and few others using Revegy. It influences me to use Revegy. When I started my Business Startup that covers Cloud Telephony Industry, I used Revegy and literally i get outstanding results.

In terms of client building it's best, It helps a lot to understand client needs thoroughly. for me or my team it's like a relationship liason to catalyse client relationship and obviosuly it results in revenue too.

Aesthical performance review and reporting feature is also a speciality. Even we dont much need to use customer support but yes it's awesome. rarely we used to be in touch once or twice but the experience is really pleasant.

If i say in a single line Revegy is like a inhouse sales man for a company who uses it.

Thanks Revegy for such a great services.

**What do you dislike about Revegy?**

Though I don't think there is anything that i I dislike, Yeah! but everything needs improvement all the time. 

Timely R&D is very important and make it more and more user friendly.

Thanks!

**What problems is Revegy solving and how is that benefiting you?**

Initially we were very cautious about performance review in terms of sales. Sales is always a backbone for a company. Hardly matters up to what extent your product is good, The thing that's most important is that... up to what extent we are selling. To generate more and more revenue sales tracking is very important.

Revegy's sales funnel and opportunity scoring gives a great picture to understand the exact market situation, our capabilities. In short it does SWOT analysis in a one go. Revegy's visual representation makes everything so easy.

  ### 2. Nothing short of amazing! Everything they did was perfect!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Morgan V. | Social media manager and sales rep, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2024

**What do you like best about Revegy?**

Everything! They help me save money, great communication, easy to use, the customer support is amazing! I use them frequenctley and everytime its amazing! So easy to intergrate into my life!

**What do you dislike about Revegy?**

Nothing! Just the best company. Sad I couldn't use them sooner!

**What problems is Revegy solving and how is that benefiting you?**

It helps my team complete sales goals far beyond what we thought was possible. We are able to communicate with customers better and use our time to focus on them!

  ### 3. A powerful tool for sales strategists

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** June 24, 2024

**What do you like best about Revegy?**

Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex strategies and understand our accounts better. We use it daily.

**What do you dislike about Revegy?**

Initial setup and learning curve is a bit steep, took our team some time to fully understand and use all features effectively. A bit overwhelming initially, the User Interface could be a bit more intuitive.

**What problems is Revegy solving and how is that benefiting you?**

Revegy helps us effectively manage and strategize on our key accounts. It allows us to visualize account relationships, identify stakeholders, and map out strategies in a way that's easy to understand and follow. Greatly improved collaboration.

  ### 4. Best Sales Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sajal G. | Business Development Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2024

**What do you like best about Revegy?**

The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and check data, and it is highly modified as needed.

**What do you dislike about Revegy?**

Nothing as of now. Revegy is itself a complete sales software

**What problems is Revegy solving and how is that benefiting you?**

I can easily manage the performance of my team, and it helps me get reminders about daily tasks.

  ### 5. A Powerful Tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Eduardo M. | Tech Advisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 24, 2024

**What do you like best about Revegy?**

The visual tools for relationship mapping and account planning are particularly impressive

**What do you dislike about Revegy?**

its user interface can initially be overwhelming

**What problems is Revegy solving and how is that benefiting you?**

forecast accuracy

  ### 6. It’s a great experience

**Rating:** 3.5/5.0 stars

**Reviewed by:** Nevoy M. | Volunteer, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2024

**What do you like best about Revegy?**

The will thought out plan of development

**What do you dislike about Revegy?**

I believe Revegy can look into training youths.

**What problems is Revegy solving and how is that benefiting you?**

Sales management. I have an opportunity to get on insights and how everything works

  ### 7. Very comprehensive planning tool but usability could be better

**Rating:** 4.0/5.0 stars

**Reviewed by:** David N. | Senior Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** January 19, 2021

**What do you like best about Revegy?**

Revegy makes you go through a structured process and creates artifacts that can continue to be reused by you and others who take over accounts after you.   It can be very thorough and makes you think through the selling process and not skip steps that you are tempted to glaze over in the rush to make a sale.  It also is integrated into our opportunity management system so that the common data automatically populates Revegy.

**What do you dislike about Revegy?**

The user interface and ease of use of the tool leaves something to be desired.  It is functional and usable and you can learn to use it, but it is not the most intuitive interface.

**What problems is Revegy solving and how is that benefiting you?**

Account planning and management.   The biggest benefit from using Revegy has been that it forces me to answer questions about an account and an opportunity that I need to qualify or fully flesh out a plan to work with my clients.

  ### 8. A must have for b2b teams selling to enterprise accounts..

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2020

**What do you like best about Revegy?**

I love the detailed-oriented nature of the platform. It helps us see a clear road map and how we can optimize our strategies to make an impact when it comes to target accounts.

**What do you dislike about Revegy?**

Nothing to note yet. With a bit of a learning curve, our team was easily able to completely leverage the tool.

**What problems is Revegy solving and how is that benefiting you?**

Getting actionable insights into some of our biggest accounts. Which otherwise would have taken a lot of resources to complete.

  ### 9. Stoplight colors on maps and analytics summarize status

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pat G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 19, 2020

**What do you like best about Revegy?**

Documenting and collaborating on strategic account plans and near term tactical opportunity plans is the only way to determine where gaps and barriers are and how to create action plans to overcome them.  The components in the Revegy plan really highlight that.  The red/amber/green coloring on relationship health and qualification scorecards is an excellent visual on where trouble areas exist.

I also like the customization of the tool to the needs of our company.  It adjusts to the needs of the size of the company and their sales process.

**What do you dislike about Revegy?**

The only downside I can think of is inconsistent use across the sales organization.  It's difficult to measure impact when managers don't coach to the tools or require certain tools be completed.  So that's not really a Revegy issue, but an adoption issue.

The one area that can be improved, not visible to the user, but to me as administrator is the back end user group set up.  Member, owner, both, etc. are confusing and challenging when groups/organizations change.  A lot of the layers of grouping seem unnecessary.

**What problems is Revegy solving and how is that benefiting you?**

We've operationalized the sales framework in place with tools that people can use to give a full view of their account strategy and opportunity execution.  The most used tool, and biggest benefit, is the stakeholder map.  Expectations for a map of stakeholders and our relationship with them is now a standard.  The consistency of use provides a common language when discussing people at the prospect/customer.

  ### 10. Great tool for org and account strategy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2021

**What do you like best about Revegy?**

I really like the relationship maps and how they integrate with Salesforce.  They are easy to learn, easy to edit and easy to share across our teams.  These become very useful when we are building and expanding our account across Sales, Support, and Customer Success.

**What do you dislike about Revegy?**

The notifications for team objectives in the plan don't send reminders to team members when new action items are assigned or updated.  If we are not on a call together and don't send follow ups manually, team members are not receiving updates.

**Recommendations to others considering Revegy:**

Not all the modules are intuitive to learn so if you have someone that has used it previously, it can really accelerate getting up to speed.  Once you have been through it a few times, you will be very proficient.

**What problems is Revegy solving and how is that benefiting you?**

Tracking our understanding of the organization, where we have relationships, and where we need to develop them, has been a great benefit.   Also, documenting customer strategic objectives.   Lastly, tracking all of our team action items and objectives in one place.

  ### 11. A detailed and comprehensive tool to prepare, consolidate and present key account sales info

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gonçalo B. | Group Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** January 27, 2021

**What do you like best about Revegy?**

The possibility to customize views and maps. The repository and team management is also very useful. To me, the best feature is the export option to prepare presentations of the fly. The amount of time it saves me is astounding.

**What do you dislike about Revegy?**

The maps could be a little more developed. In this area, I would suggest something more dynamic like Visio, where elements can auto adjust.

**What problems is Revegy solving and how is that benefiting you?**

The biggest is consolidate information about the account and the possibility to export this information to a powerpoint or pdf, for example, on the fly. The amount of time it saves me is really invaluable.

  ### 12. Interesting concept but key to success is how it is implemented and promoted within the org

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Revegy?**

Nice idea in theory however if the entire org is not onboard and consistently driving review of deals on Revegy then it is simply a slice in a point of time reflection of reality and therefore limited usefulness. 

Too many other competing tools or information sources we use to drive deal reviews from. Revegy can be at times, just an alternative option but requires far more inputs, and limited audience. 

Stakeholder map tool can be useful in creating quick and informative org charts of key contacts.

**What do you dislike about Revegy?**

Lengthy setup, maintenance to update relevant data,  and not delivering the value as promoted - oversold value to us. Would benefit from more reuse of info from company systems.

Mandated and forced nature of it has put off many other users in my company.

**Recommendations to others considering Revegy:**

Allow users to use it openly and creatively instead of forcing upon users where it will feel like additional admin. Be honest about its value and where it can help - it wont do everything for us. 

SFDC integration to avoid manual duplication of customer info? sync updates?

**What problems is Revegy solving and how is that benefiting you?**

Limited benefits. In our org the use of Revegy is mandated upon us.

Has on occasion been helpful to draw org charts and to visually onboard execs onto a deal situation. Does require far too much input from deal owner and does not seem others contribute to building the revegy case for the deal.

  ### 13. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alper B. | Country Channel Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** January 27, 2021

**What do you like best about Revegy?**

It is super easy to use. We were using excel sheets before which was taking considerable time to maintain. With Revegy, it is very quick to reach business plans, agreements and all historical data. Integration to Salesforce also make it faster to decide during plannings.

**What do you dislike about Revegy?**

Tasks are not very useful. Maybe I could not get how it works properly.

**What problems is Revegy solving and how is that benefiting you?**

Business planning with partners

  ### 14. Great place to view custom account data

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 16, 2020

**What do you like best about Revegy?**

The interface set as a object on an account and having a custom data view of related KPI's are critical. When looking at an account with Revegy you get immediate insight without having to access a separate application.

**What do you dislike about Revegy?**

If you don't have admin rights you can not customize the layout but if you do then you can design exactly what you want to see.

**Recommendations to others considering Revegy:**

Ensure how you want to tie in your data to the account with a primary key and build your KPI view in Revegy. Your usage of this tool will help save you time and grand you a best case visual on your data.

**What problems is Revegy solving and how is that benefiting you?**

Account Planning and performance results

  ### 15. Revegy Enables More Focused Customer Engagements

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Revegy?**

Revegy territory, account, and opportunity plans provide objective visibility to knowledge obtained, as well as gaps in customer intelligence that help organize and target meaningful, ongoing customer engagement.

**What do you dislike about Revegy?**

Currently, the segmenting of administrative tasks between their legacy and new Admin applications makes the administrative role more challenging and more difficult than it needs to be.

**Recommendations to others considering Revegy:**

No comment.

**What problems is Revegy solving and how is that benefiting you?**

The use of Revegy has enabled a more globally-consistent use of a standard sales methodology and process.  For those leveraging the planning tools provided, it has sharpened their critical thinking and focused their sales efforts. In some cases, this has led to shorter sales cycles, and in other cases, larger deal sizes. Generally, a more customer-centric consultative sales approach enabled by Revegy has led to discovery of more pipeline.

  ### 16. A well balanced tool for account mapping and planning

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** December 09, 2020

**What do you like best about Revegy?**

Revegy is a simple to use solution that allows us to account plan, specific to actions that are likely to drive a sale to close.  Additionally, the hierarchy tool is extremely easy to use and helps to understand the org chart/structure of the account in question.  Since we are in a team selling environment there are often situations where team members are thrown into opportunities with no background and this allows them to quickly get up to speed.

**What do you dislike about Revegy?**

The tool for assigning required next steps and actions can be a little clunky to use.  On larger, more enterprise like opportunities you will often have different stakeholder groups involved and this tool works well in those situations.  With smaller opportunities with only one or two stakeholders there is less value.

**Recommendations to others considering Revegy:**

If you work in the mid-market to enterprise space this is a great tool, may be overkill for SMB.

**What problems is Revegy solving and how is that benefiting you?**

In a remote workplace situation it is important that all team members be aware of the current status of an opportunity and their required actions.  Revegy helps you better understand your specific role with each opportunity.  This has given us the benefit of improved speed of execution, and fewer errors.

  ### 17. Fantastic tool for Sales Executives

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Revegy?**

Revegy is a great tool that provides the Sales Executive to MAP the accounts and lay down a strategy in a structured manner

**What do you dislike about Revegy?**

Limited customizations and lack of ability to add live documents

**Recommendations to others considering Revegy:**

It is a good tool to have

**What problems is Revegy solving and how is that benefiting you?**

Account mapping and understanding the right stakeholders and champions in a customer account. Revegy allows the mapping of the stakeholders and ability to add the characteristics of the stakeholders. This helps in creating an account strategy and mapping the stakeholders. This has helped in moving stuck deals.

  ### 18. Great for staying organized

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Revegy?**

It helps me stay organized and I attend to follow up and accounts needs in a more timely mannerAlso the reminders/hints as to where gaps are in my accounts

**What do you dislike about Revegy?**

Easy to use interface is great. It allows me to view my account in a more 360 degree manner

**What problems is Revegy solving and how is that benefiting you?**

Organizational charts are very helpful. it is also helpful for when we change account managers and it allows us to maintain continuity when reaching ot to Contacts.

  ### 19. Great Product. Great Product.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** November 25, 2020

**What do you like best about Revegy?**

Outside of a great product that checks all the boxes for account/opportunity planning, Revegy clearly cares about their customers. Having been apart of a few different companies implement Revegy now, it's apparent that Revegy wants you to be successful. From immediately coming to the rescue to resolve problems that surface periodically or collecting/iterating on the feedback we provide, Revegy is company that strives to make sure their customers are taken care of.

**What do you dislike about Revegy?**

There's really not much to report here. If we're nitpicking, the only thing i'd say would be that they could improve their documentation guide(s) around how to navigate/administer the platform.

**What problems is Revegy solving and how is that benefiting you?**

Account/Opportunity Plan Management.

  ### 20. Account Mapping on steriod's

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Revegy?**

The stakeholder map - this allows a place to accurately map the contacts and co-ordinate an engagement strategy, also integrates nicely with SFDC.

**What do you dislike about Revegy?**

Management can tend to use this as a reporting tool rather than a sales acceleration tool.

**What problems is Revegy solving and how is that benefiting you?**

I'm using it to help me qualify deals better and expand my contacts within an account

  ### 21. very usefull tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Revegy?**

the value map view is from my perspective a very great tool

**What do you dislike about Revegy?**

sometimes questions about a deal are not very relevant to my role

**Recommendations to others considering Revegy:**

don't hesitate to log 5-10 minutes per day to ensure correct deal follow up and updates

**What problems is Revegy solving and how is that benefiting you?**

sometimes I have difficulties to get all the questionaire list items displayed correctly

  ### 22. Intermediate user

**Rating:** 2.5/5.0 stars

**Reviewed by:** Robert C. | Sales Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 08, 2020

**What do you like best about Revegy?**

Build in tools, risk analysis, goal & to dos, review with manager

**What do you dislike about Revegy?**

Ergonomy of using (UX), linking org maps !!! I have to do in on account level and opp level.

**Recommendations to others considering Revegy:**

Organizing your work

**What problems is Revegy solving and how is that benefiting you?**

Time organization, account orgnaization

  ### 23. Great for account planning, the program could be more user friendly

**Rating:** 3.5/5.0 stars

**Reviewed by:** Barry L. | N, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Revegy?**

Good tool to help you focus on customer opportunities.

**What do you dislike about Revegy?**

The program is not user friendly - The screens are hard to maneuver through especially with half a screen.

**What problems is Revegy solving and how is that benefiting you?**

Staying focused on customers opportunities and what actions need to take place to achieve desired results.

  ### 24. Helps the sales process immensely

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** January 27, 2021

**What do you like best about Revegy?**

The maps - Relationship Maps (org charts) and 2x2 (Business Objectives, etc.)

**What do you dislike about Revegy?**

Sometimes a bit glitchy (ex: saving and get an error) - but always gets fixed.

**Recommendations to others considering Revegy:**

n/a

**What problems is Revegy solving and how is that benefiting you?**

Gaining access to new sales opportunities and strategizing with my team to win business!

  ### 25. good basis to plan the approach to success

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 04, 2020

**What do you like best about Revegy?**

The whole team get a common systematical view on our daily business

**What do you dislike about Revegy?**

The fields are sometimes too tiny and you need to scroll a lot.
Unfortunately it is also not possible to stretch the fields with common browser functionality.

**What problems is Revegy solving and how is that benefiting you?**

We get a same view on our daily business.
More systematical way of working.
One central place of truth.
Less searching of the current state and activities.

  ### 26. Great tool!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 27, 2021

**What do you like best about Revegy?**

Ease of use, logical flow of deal criteria

**What do you dislike about Revegy?**

The opportunity window within Salesforce is a little clunky

**Recommendations to others considering Revegy:**

Great tool!

**What problems is Revegy solving and how is that benefiting you?**

Easily and completely filling out deal criteria and tracking key data points as I progress my deals

  ### 27. Revegy assisting with sales process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 27, 2021

**What do you like best about Revegy?**

Revegy is assisting me in making sure all my opportunity detail are up to date, to ensure me closing the opportunity, and making sure i see the pitfalls early enough to sort out

**What do you dislike about Revegy?**

it creates a bit more admin, specific if you do not have access to a client, as you are responding to a tender

**What problems is Revegy solving and how is that benefiting you?**

Pitfalls, Deadlines, Getting to know the customer

  ### 28. Process  & Detail Oriented

**Rating:** 5.0/5.0 stars

**Reviewed by:** JOY S. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 08, 2020

**What do you like best about Revegy?**

Automatic workflow assignment to all relevant person .

**What do you dislike about Revegy?**

sometime users face problem login with same email address for multiple accounts .

**What problems is Revegy solving and how is that benefiting you?**

Business Plans review assigned to authorized person .

  ### 29. Very good tool for opportunity review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 16, 2020

**What do you like best about Revegy?**

Milestone tracking and customer follow up process is the best

**What do you dislike about Revegy?**

Nothing much. Everything is good about revegy.

**What problems is Revegy solving and how is that benefiting you?**

Capturing Customer buying process and accurate forecasting

  ### 30. Quick, intuitive & easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 08, 2020

**What do you like best about Revegy?**

The clear connections between areas & the visuals

**What do you dislike about Revegy?**

The manual refresh on the different pages.

**What problems is Revegy solving and how is that benefiting you?**

Connecting a larger strategy with a global teams efforts

  ### 31. Easy to use account planning tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 19, 2018

**What do you like best about Revegy?**

Very easy and useful product. 
Good graphical user interface, 
Very easy to use, 
Full integration with CRM solution 

**What do you dislike about Revegy?**

Do not have any cons yet. Still in the implementation process. Some of these tools need to be set up correctly so they it won’t show false positives

**What problems is Revegy solving and how is that benefiting you?**

Account planning for both sales and support to mid market account and our big enterprise ones. 

  ### 32. Good relationship map tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 16, 2018

**What do you like best about Revegy?**

Comprehensive, easy to use & lays out relationships well

**What do you dislike about Revegy?**

Nothing yet--we are in our first year.  The feedback has been very good.

**Recommendations to others considering Revegy:**

Have your SFDC implementation and data ironed out.

**What problems is Revegy solving and how is that benefiting you?**

We are looking to ensure we cover all relationships in the sales cycle

  ### 33. Very detailed account planning tool with every single detail taken into consideration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 27, 2017

**What do you like best about Revegy?**

The links of who reports to whom and the entire org map in infographic format with ability to mark neutral, supporters etc in different colors

**What do you dislike about Revegy?**

The number of question on why would you win the deal could be shortened.

**What problems is Revegy solving and how is that benefiting you?**

 As the account I was managing had over 100 touch points, the info is easy to digest from this tool and it is extremely detailed. 

  ### 34. Good program

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 02, 2018

**What do you like best about Revegy?**

Great program. I liked the easy to use interface. 

**What do you dislike about Revegy?**

No issues with using Revegy on daily basis. Could have better customer support

**What problems is Revegy solving and how is that benefiting you?**

Target our sales to customer needs

  ### 35. Good for visibility and collaboration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 28, 2017

**What do you like best about Revegy?**


Everyone being on the same page. Joint visibility.

**What do you dislike about Revegy?**

Can be a bit confusing on how to use. Not always intuitive.

**Recommendations to others considering Revegy:**

None 

**What problems is Revegy solving and how is that benefiting you?**

Eliminating floating spreadsheets and PowerPoint 

  ### 36. Revegy Client and Opportunity Management Solutions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Steven L. | Senior Account Director, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** September 14, 2016

**What do you like best about Revegy?**

This tool is best for large, globally disperse teams that are working on multiple project with the same client and many different touch points. Templates steer teams to discover the information they need to progress both relationships and projects. Work can be assigned and tracked to share the effort among your global resources. Progress can be tracked towards agreed goals. managers can review and comment on the progress of their teams. 

**What do you dislike about Revegy?**

Only real dislike is that it can perform slowly if you don't implement with enough horse power. I'd recommend checking your implementation architecture and agree performance service levels to ensure your teams are not disappointed by slow performance.

**Recommendations to others considering Revegy:**

Check your performance SLAs otherwise your teams will be disappointed and you'll be dealing with user resistance from the get go. Work with your sales team leads to agree the account and opportunity templates. Remember participation leads to commitment.

**What problems is Revegy solving and how is that benefiting you?**

The biggest problem this solution helps to solve is what format do we use for planning to ensure consistency across multiple teams and opportunities. Next I'd recommend Revegy to solve the problem of coordination of global teams in different time zones working on the same project and with many of the same contacts.

  ### 37. Enhanced account planning which proactively drives completion of set tasks towards Goals & Objective

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alan H. | Major Account Manager - European Fin Major Accounts, Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** August 04, 2016

**What do you like best about Revegy?**

The flow of the account planning strategy relating to customer goals against their strategy/vision and positioning internal projects to deliver a positive mutual outcome. Developing the program to enhance Salesforce integration and alignment of specific opportunity planning/closing plans. Team presentations are now delivered via WebEx. One source which others can access.

**What do you dislike about Revegy?**

Currently integration with Salesforce is not aligned. Development is in place. Automated task alerts and positioning against specific opportunities rather than objectives would be of great benefit. Task alerts are currently not available to delegate with an automated navigation. This will enable management to action and monitor deliverables from the team.

**Recommendations to others considering Revegy:**

As like many, account planning, call plans, close plans are held in multiple formats with conflicting information if not validated/input correctly. Revegy solves this in a professional easy to understand way. Enabling webex presentations to the team from one source.

**What problems is Revegy solving and how is that benefiting you?**

Enables organizational structure chart development without the assistance of the client as it is satisfying to complete and makes you drive out and separate between board, account, company etc. Understanding the power base and delivering the right messages to the right people.

  ### 38. One Stop Shop for Account Planning

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea B. | Sr. Major Account Manager, Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** February 12, 2016

**What do you like best about Revegy?**

One consistent, shared application for account planning.  The interaction between Revegy and Salesforce makes contact and opportunity management a breeze.

**What do you dislike about Revegy?**

Only complaint is the clunkiness of the Relationship Map and the Strategy Map.  Should have a way to expand out to full screen view.  Also - important - while contacts and opportunities are integrated to Salesforce, Tasks from the Internal Plan of Action are not.  These should be integrated into Salesforce, or better yet, Outlook.

**Recommendations to others considering Revegy:**

If your organization is using home-grown account planning tools, which are likely different across teams, Revegy will bring the planning process into a new focus.

**What problems is Revegy solving and how is that benefiting you?**

Documenting newly identified Major Accounts. This is the first tool we've had to really dig into account planning in a consistent way across teams which gives us a common language with discussing accounts.

  ### 39. Amazing tool to help visualize the big picture

**Rating:** 5.0/5.0 stars

**Reviewed by:** Janice M. | Principal and Founder, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2016

**What do you like best about Revegy?**

There are so many things that I like about Revegy - below are just a few
Easy to use
Intuitive
Quickly can see what you know about account/opportunity or don't know
Easy integration
Eliminates duplicate entry
Shows quality of deal/account - CRMs tend to be more about quantity but when working big complex deals, you need to be able to map out who you know in order to identify what you don't know and fill in the gaps.  Revegy lets you do jus that.
Can purchase stand along and embedded, can implement hosted or behind your firewall

**What do you dislike about Revegy?**

Not much.  The product works as advertised and does so much more.

**Recommendations to others considering Revegy:**

Not only is the product strong  -  so are their services.  

**What problems is Revegy solving and how is that benefiting you?**

Understanding more about account goals/opportunity outcomes and priorities from the customer's perspective with the ability to both internally and externally collaborate - minimizing guesswork with clients..  In addition, it allows us to better understand if we have identified all key stakeholders and how well we know them/need to get to know them (specifically to identify what each key stakeholder is trying to accomplish and their top priorities).  Deal size went from $500,000 to over $3,000,000 due to solving priority business goals for clients.

  ### 40. Sales Meetings

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 19, 2016

**What do you like best about Revegy?**

Easy access to all relevant information, you can get an overview on where you are with a sale, who are your influencers and key personnel. What you have done to date and plans leading up to close the deal.

**What do you dislike about Revegy?**

Can bit time consuming to set up and is only as good as the information you put it, it must be updated regular in order to work for you.

**What problems is Revegy solving and how is that benefiting you?**

It is good when looking at strategic planning is forecasting. 


## Revegy Discussions
  - [What is Revegy used for?](https://www.g2.com/discussions/what-is-revegy-used-for)
  - [n/a](https://www.g2.com/discussions/36894-n-a) - 1 upvote

- [View Revegy pricing details and edition comparison](https://www.g2.com/products/revegy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+20%3A38%3A27+-0500&secure%5Bsession_id%5D=1b7a4488-0b23-4d42-a9cf-ce20703ba1c2&secure%5Btoken%5D=83cc509f9eea372b636f15433c390d84fc184adfa8f6babe31ddeabe8ac19826&format=llm_user)

## Revegy Features
**Lead Intelligence**
- Market Insights 
- Account-level Insights 
- Lead Analysis 

**Lead Generation**
- Lead Builder
- CRM Integration
- Data Import & Export Tools

**Sales Team**
- Flexible Sales Process
- Playbooks

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Storage

**Lead Management**
- Segmentation 
- Predictive Scoring 
- Account Identification 

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Incentives**
- Commission Calculator

**Intelligence**
- Opportunity Identification
- Smart Content

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization

**Marketing Campaigns**
- Omni-Channel Tracking 
- Revenue Planning 
- Media Attribution 
- Opportunity Timeline 
- Customization 

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Mapping**
- Multiple Org Charts
- Stakeholder Roles

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking

**Campaign Execution**
- Website Personalization 
- Prioritized Accounts 
- Trending Accounts 
- Email Campaigns 

**Management**
- Workflow

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform**
- Data Synchronization

**Agentic AI - Account Data Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights

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