AI

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

7/19/2018

"Easy to use account planning tool"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Enterprise (> 1000 emp.)

1/16/2018

"Good relationship map tool"

4.5/5

What do you like best about Revegy?

Comprehensive, easy to use & lays out relationships well Review collected by and hosted on G2.com.

What do you dislike about Revegy?

Nothing yet--we are in our first year. The feedback has been very good. Review collected by and hosted on G2.com.

UI

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

12/27/2017

"Very detailed account planning tool with every single detail taken into consideration"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Revegy?

The number of question on why would you win the deal could be shortened. Review collected by and hosted on G2.com.

AA

Verified User in Alternative Medicine

Small-Business (50 or fewer emp.)

1/2/2018

"Good program"

5/5

What do you like best about Revegy?

Great program. I liked the easy to use interface. Review collected by and hosted on G2.com.

What do you dislike about Revegy?

No issues with using Revegy on daily basis. Could have better customer support Review collected by and hosted on G2.com.

UI

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

12/28/2017

"Good for visibility and collaboration"

4/5

What do you like best about Revegy?

Everyone being on the same page. Joint visibility. Review collected by and hosted on G2.com.

What do you dislike about Revegy?

Can be a bit confusing on how to use. Not always intuitive. Review collected by and hosted on G2.com.

SL

Steven L.

Senior Account Director

Information Technology and Services

Enterprise (> 1000 emp.)

9/14/2016

"Revegy Client and Opportunity Management Solutions"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AH

Alan H.

Major Account Manager - European Fin Major Accounts

Computer Software

Enterprise (> 1000 emp.)

8/4/2016

"Enhanced account planning which proactively drives completion of set tasks towards Goals & Objective"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AB

Andrea B.

Sr. Major Account Manager

Computer Software

Enterprise (> 1000 emp.)

2/12/2016

"One Stop Shop for Account Planning"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JM

Janice M.

Principal and Founder

Management Consulting

Small-Business (50 or fewer emp.)

2/18/2016

"Amazing tool to help visualize the big picture"

5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Revegy?

Not much. The product works as advertised and does so much more. Review collected by and hosted on G2.com.

Recommendations to others considering Revegy:

Not only is the product strong - so are their services. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

IC

Verified User in Computer Software

Enterprise (> 1000 emp.)

2/19/2016

"Sales Meetings"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.