Product Updates
5 minutes

Product Monthly Digest - September 2023

October 5, 2023

Welcome to the September 2023 edition of our monthly product digest. In this ever-evolving digital landscape, we're committed to keeping you at the forefront of innovation. 

Our latest updates focus on streamlining your partner data analysis, providing actionable insights, and enhancing your overall experience. 

Let's dive into what September brought for Reveal!

360° Goals: Align and action partner data

We're thrilled to introduce 360° Goals, a new and improved version of our 360° Mapping feature. With this update, we've made it easier for Reveal users to derive actionable insights and eliminate guesswork in partner data analysis.

360° Goals dashboard
  • What's new:  360° Mapping has been updated to 360° Goals with an updated interface.
  • Key feature: Choose from six distinct goals that are aligned with your company’s KPIs to refine your analysis.
  • Actions column: Don’t jump around to different pages or platforms. Use the Actions column directly from the 360° Goals screen to send a Get Intro request to Slack, refer accounts, and/or add the opportunity to Pipeline.

Please note: 360° Goals is available for Pro and Power plan users. However, Freemium users do have access to the "Influence Deals" goal.

A redesigned Drawer for improved accessibility

Our popular Drawer feature now comes with a sleek redesign and improved accessibility. Access it with a single click from anywhere on the account line and explore partnership details with ease.

360° Goals: Identify my overlaps
  • What's new: The Drawer’s redesign gives easier, cleaner access to partnership owners and account Pipeline status.
  • Quick actions: Refer accounts, open the account in your CRM, or make introductions via Slack.
  • Contact dropdown: Enhanced for faster and more intuitive checks.

Discover the redesigned Drawer here.

Partner Analytics: Global insights and enhanced metrics

Partner Analytics now has enhanced metrics and more search options. Partner Addressable Revenue takes center stage, highlighting the total revenue potential across partners, categorized by Lead Gen, Source, and Influence Revenue.

Partner Analytics dashboard
  • New metrics: Including summary metrics and deal size boost displayed as a percentage.
  • Filtering options:  Exclude Offline Partners and view specific partner groups with a single click.

Please note: Excluding Offline Partners is a premium feature.

Partner dashboard: Always stay updated

Stay on top of ecosystem changes and opportunities with the new Account Mapping filter that allows you to focus on the most recent account overlaps and updates with your partners. Pro and Power users can make the most of this feature to streamline their workflow.

Account Mapping filter overview
  •  Last Updated Filter: Easily filter account mapping results by the last updated period.
  • Enhanced Partner Insights: Gain deeper insights into your partnerships for more informed decision-making.

Check out the Partner Dashboard update here.

API improvement for Get Intro: Build custom reports

For our pro and power users with API access, we're pleased to introduce an enhancement that enables you to build your own reporting system for Get Intro requests. Extract essential information and incorporate it into your reports seamlessly.

  • API Access: Retrieve details such as request timestamp, account, partner, and more.
  • Custom Reporting: Build personalized reports with information from Get Intro requests.

Learn here about API improvements.

Case studies published

We've also been hard at work capturing the success stories of our Reveal community. Check out our latest case study with Lucca to see how businesses like yours have benefited from our platform. Discover their strategies, results, and how Reveal has played a pivotal role in their partnership success.

Thank you for being a part of our journey to make Reveal smarter and more efficient. 

Stay tuned for more exciting updates in the months to come!

And if you’d like to learn more about how to improve the Nearbound strategies that drive Reveal, be sure to check out The Nearbound Summit, the biggest virtual B2B GTM event happening Nov. 6-9.