RevSetter Features

Provides users a customer-specific score to determine the overall satisfaction of each customer. This feature was mentioned in 10 RevSetter reviews.

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team 10 reviewers of RevSetter have provided feedback on this feature.

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. This feature was mentioned in 10 RevSetter reviews.

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. This feature was mentioned in 10 RevSetter reviews.

As reported in 10 RevSetter reviews. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. This feature was mentioned in 10 RevSetter reviews.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 10 RevSetter reviews.

Based on 10 RevSetter reviews. Calculates the risk that your customers will not renew or continue using your product or service.

Discovers and highlights factors that lead to upsell opportunities. 10 reviewers of RevSetter have provided feedback on this feature.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. This feature was mentioned in 10 RevSetter reviews.

As reported in 10 RevSetter reviews. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Based on 10 RevSetter reviews. Access pre-built and custom reports and dashboards for viewing

The number of sources from which the platform can pull customer data and how well those integrations are supported.

As reported in 10 RevSetter reviews. Ability to input, modify, and extract data from the application in bulk through a structured file.

Based on 10 RevSetter reviews. Automates everday customer success functions for more efficient and effective day-to-day processes.

Set alerts for customer actions in order to respond quickly and proactively. This feature was mentioned in 10 RevSetter reviews.

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 10 reviewers of RevSetter have provided feedback on this feature.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. 10 reviewers of RevSetter have provided feedback on this feature.

Based on 10 RevSetter reviews. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. 10 reviewers of RevSetter have provided feedback on this feature.

Based on 10 RevSetter reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Ability to see analytics at the account level.

Ability to see analytics at the user level.

Ability to compare usage across segments such as role, company size, etc.

See how users move though a product via grouped page sequences

Receive automated alerts and reports based on gains or losses in performance.

View analytics for multiple products in a single dashboard, including cross-product engagement

Scores customers and visitors to identify at-risk or thriving accounts.

Breadth and functionality of integrations with third-party products.

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can act as a content marketing platform.

Can engage with customers across any device with a consistent message.

Provides analysis of marketing program ROI and efficiency.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Uses artificial intelligence to provide suggestions based on desired outcomes.

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Allows users to generate text based on a text prompt. 10 reviewers of RevSetter have provided feedback on this feature.

Condenses long documents or text into a brief summary. 10 reviewers of RevSetter have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives