RevSetter Features

Provides users a customer-specific score to determine the overall satisfaction of each customer.

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

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.

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

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.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Calculate NPS of customers

Initiate interactions with customers by proactively starting conversations or providing informational content

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.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Access pre-built and custom reports and dashboards for viewing

Set up connections to third-party platforms to improve business processes

Ability to input, modify, and extract data from the application in bulk through a structured file.

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.

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

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.

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

Provides a channel for team members to share media files, communicate, and work together

Receive data and information in real time

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Identify customers at risk of migration and activate strategies to retain them

Create and administer polls and surveys

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, manage and track all task activities and progression

Store and organize information about customers and previous interactions

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Monitor sales and make necessary adjustment in order to increase demand and revenue

Create, design and manage workflows for repetitive tasks

Manage, organize, and store contact information

Manage, store and organize emails within the system or via third-party apps

Configure existing workflows to meet your organization's needs

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.

Track and interpret metrics on the usage of company resources

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.

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Receive data and information in real time

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.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

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

Enable businesses to implement machine learning algorithms on business data such as sales and revenue

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

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Manage and support multiple languages

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

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

Ability to see analytics at the user level.

Ability to see analytics at the account level.

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

See how users move though a product via grouped page sequences

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

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

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

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

Breadth and functionality of integrations with third-party products.

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Method of analysis that visualizes the series of events that lead towards a defined goal.

Capture, organize and track product-specific data and information in a centralized location

Tracks metrics that provide insight into how a user interacts with any interface or product

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Analytics that breaks the data in a data set into related groups/categories.

Record active support and chat sessions for auditing and training

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Graphical representation of data

Visualize and analyze customer experience across all touchpoints and channels

Use AI to generate content in the form of text, images, videos, etc.

Edit and personalize data view as needed

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Communicate using direct chat or messages within the system

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track and document all activities across devices, networks, and other systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Application programming interface that allows for integration with other systems/databases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Pre-designed layouts that can be customized to match preferences and requirements

An extended application or connector that enables users to perform additional services with their current set of tools

Analyze lost and won opportunities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Predefined actions automatically performed on the occurance of specific events

Gauge satisfaction and receive information for improvement and success

Tracks metrics that provide insight into how a user interacts with any interface or product

Process of dividing customers into groups based on common characteristics

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Access previous interactions or concerns to maintain customer relationships

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Customize contracts and forms to collect specific information

Add customized logos and colors to align with company branding

Track and interpret metrics on the usage of company resources

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Informs of any account changes and notifications

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

Manage, store and organize emails within the system or via third-party apps

Score a lead on their quality or likelihood to buy based on certain behaviors

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, save, and re-purpose templates for emails, forms, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

Set up connections to third-party platforms to improve business processes

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage various distribution channels, build relations with channel partners, and track their performance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements