What do you like best about RevSure?
Revsure is a full funnel analytics & tool that provides our finance, sales / sales ops, and marketing teams with the insights we need to accelerate pipeline & close business. It helps us digest large amounts of data by connecting to our CRM, MAP, sales outreach, & advertising channels, and is a useful story-telling tool for campaign performance and pipeline conversion. I work on the marketing side and use it weekly (audits) and quarterly (deeper analysis).
Highly customizable - we were able to define our stages & statuses using our own custom fields in salesforce.
Time savings - The marketing ROI & attribution section has a ton of useful data that had to be manually pulled, scrubbed, and arranged into a digestible view.
Ready-to-use - We can see a campaign-specific funnel & conversion rates without relying on SFDC dashboard builds. We are able to slice and dice the campaigns by campaign-specific fields in SFDC.
Responsive team - They have built us automated weekly reporting that was manually pulled in the past, which has been a big time saver. They have a great team, who worked with us to launch new product functionality as needed.
Some of my favorite functionality & features:
They have a section where you can build and favorite different 'views' to answer specific questions, which helps tell a story instead of simply providing raw data to stakeholders. It is very useful to keep track of trends over time.
They have a funnel conversion attribution section where they calculate your conversion rates between stages per campaign or campaign-type. This is just one of the many views you can build. We have not had this level of granularity when looking at our data in the past.
The campaign reallocation section allows us to see, specifically for paid channels, which our top and bottom performing campaigns are and where we should re-allocate spend.
Implementation & integration is relatively easy with their team. They act like partners rather than vendors. Review collected by and hosted on G2.com.
What do you dislike about RevSure?
Not super convinced on the projections and use of AI in the tool yet. A few of the views that we wanted have had to be built by their implementation teams for us, which is a blessing as they have helped us out a lot, but at the same time it is hard to be autonomous as there is a learning curve for non-technical users.
The cleaner the data in your CRM, the more accurate your numbers will be. This isn't a magic solution for attribution and you will have to ensure your systems and operations are locked down before implementing a tool like this. Review collected by and hosted on G2.com.