6 minutes

Get Nearbound Intel in HubSpot with Reveal

April 14, 2023

As a revenue professional, you know how important it is to have access to accurate and up-to-date data. The more information you have about your prospects and customers, the better you can target your messaging, personalize your outreach, and close more deals.

Nearbound data—info on which of your partners are involved in accounts—is one of the most valuable insights a GTM team can leverage. That’s why integrating your HubSpot CRM with the Reveal Nearbound Revenue Platform can be so valuable.

Let’s look at the Reveal and HubSpot integration and explore how it can benefit your organization.

The Secret Sauce of HubSpot + Reveal

By integrating Reveal with HubSpot, you can supercharge your customer and prospect insights and improve your marketing, sales, and customer success efforts. Here are some of the benefits of the App:

  1. See which accounts have partner overlap right in your CRM
  2. Setup marketing automation based on partner data
  3. Reporting and analytics of partner influence on deals

The Reveal HubSpot App lets you push Nearbound data into your HubSpot CRM to maximize revenue and track the ROI of partnerships. 

Nearbound for Everyone

Nearbound is a valuable strategy for every department. 

Sales teams

The best way to close a deal is to work with those buyers already trust!

With the click of a button, AEs can connect with partners and “get the answers to the test” during the sales process. Why take a shot in the dark when you can learn ahead of time who the decision makers are, what the procurement process is like, and maybe even have your partners put in a good word or co-sell?

Customizing sales pitches based on Nearbound intel, such as partner presence and tech stack, can help build stronger connections with potential customers and improve conversion rates.

With the Reveal HubSpot App* you can:

  1. Target outreach using partner insights and simple workflows
  2. Customize your sales pitch based on intel like partner presence and tech stack
  3. Co-sell with partners
A simple company view with no more than 3 criteria allows an AE to access all partner insights on their prospects.

Leveraging Nearbound intel with the Reveal HubSpot App can help sales teams build stronger relationships, increase customer satisfaction, and drive revenue growth.

*Use the Reveal HubSpot App to push Nearbound data to Outreach, SalesLoft, and HubSpot Sales Hub.

Marketing teams 

Marketing teams can leverage Nearbound intel to generate qualified net new prospects and build effective marketing campaigns that drive revenue growth. By using partner insights and data analytics, marketing teams can identify new target audiences and develop hyper-targeted email marketing strategies that speak directly to their needs and interests.

By leveraging partner insights and data analytics, marketing teams can identify prospects that are more likely to convert and prioritize them—this helps them to focus on the highest quality leads, increasing conversion rates. 

With the Reveal HubSpot App* you can:

  1. Generate qualified net new prospects
  2. Build hyper-targeted email marketing strategies for prospects
  3. Layer Nearbound onto ABM activities to boost partner app installs
  4. Launch co-marketing initiatives 
  5. Better score prospects for your Sales team
Set up dynamic lists to enable your Marketing team to run targeted campaigns on audiences of contacts/companies, listed as customers of specific partners.

Leveraging Nearbound intel with Reveal HubSpot App can help marketing teams build stronger partnerships, increase brand awareness, and drive revenue growth.

*Push Nearbound data to Google Ads, LinkedIn Campaign Manager, and Facebook Business Manager. 

Customer Success teams

The most effective way to reduce churn rates is to leverage Nearbound intel. By using partner insights and data analytics, Customer Success teams can proactively identify issues and provide timely support to prevent customer churn, offer relevant product upgrades and complementary solutions that add value to the customer's business, or develop integrations with joint customers. 

With the Reveal HubSpot App* you can:

  1. Improve retention by developing integrations on joint customers
  2. Identify up-sell and cross-sell opportunities
  3. Monitor low signals to prevent churn
  4. Identify new ambassadors to advocate and expand adoption
On any company/deal /contact, CSMs can view the Partner that listed the associated company as a customer or open opportunity.

Leveraging Nearbound intel with the Reveal HubSpot App can help customer success teams drive customer satisfaction, retention, and revenue growth by providing a better understanding of customers' needs, behaviors, and preferences.

*Push Nearbound data to Gainsight, Churnzero and the HubSpot Service Hub.

Product teams

Product teams can use Nearbound intel to get an edge over the competition and craft irresistible product strategies. By diving deep into partner data and understanding their unique needs, product teams can develop targeted integrations that not only add value to both businesses but also widen their customer base. Trust us, with Nearbound intel in their toolkit, these teams will be able to create products that are simply irresistible to customers, and dominate the market like never before!

With the Reveal HubSpot App, you can:

  1. Understand the TAM of your integration and its adoption
  2. Identify candidates for beta-testing and new product integrations
  3. Identify which partner products work best with yours and work on specific joint use cases
Understand the TAM of an integration and its adoption by identifying common customers and prospects among your partner’s customers. Create a dashboard on HubSpot or directly in Reveal.

Leveraging Nearbound intel with Reveal HubSpot App can help product teams develop more effective product strategies, strengthen partnerships, and boost the product adoption. 

Partnership teams

Partner pros can become their GTM orgs best friend by connecting them to relevant Nearbound intel at the right moment.

Partnership teams can leverage Reveal to identify which partners are the best fit for their business and develop more targeted partnership strategies that add value to both businesses. By leveraging partner data and monitoring engagement, partnership teams can identify the partners that are most influential and develop targeted outreach campaigns to expand adoption and drive revenue growth.

With the Reveal HubSpot App* you can:

  1. Identify key partners to prioritize 
  2. Give your Sales team leads to focus on using partner presence
  3. Conduct more efficient meetings with partners using up-to-date data
  4. Identify opportunities to help partners and discover where partners can help you
  5. Get your sales team to incorporate partner data in their day-to-day 
  6. Track your highest converting partner
  7. Foster collaboration between your AEs and PSMs 
  8. Drive partner marketing initiatives
  9. Highlight through reporting the impact of partnerships to the C-suite
Create a simple dashboard to compare partners and understand which partners to prioritize.

Leveraging Nearbound intel with Reveal HubSpot App can help partnership teams build stronger relationships with existing partners, identify new opportunities for growth and development, and drive revenue growth by expanding their reach and developing more targeted solutions that meet the needs of their customers.

*Push Nearbound data to PartnerStack.

The Future is Nearbound

Nearbound intel helps you build stronger partnerships and leverage them across the company. 

By working with individuals and companies that your buyers already trust, businesses can leverage the power of their partner ecosystem to reach new audiences, generate qualified leads, and close more deals. 

The Reveal HubSpot App lets you layer all of these Nearbound efforts into your existing processes and tech stack.

Create faster growth, increase revenue, and improve customer satisfaction. To see the Reveal HubSpot App in action, contact one of our experts here.