Customer Retention & Upsell

Welcome to nearbound customer success

Connect partner signals to customer needs to boost retention and generate upsell opportunities

Your best retention play is knowing who surrounds your customers

Reveal gives your Customer Success and Account Management teams the tools to collaborate with partners to reduce churn, identify integration opportunities, and drive upsell and co-sell revenue.
Trusted by over 12,000 companies
CRM Widgets

Anticipate customer needs and plan accordingly

Leverage insights from your partner ecosystem to expand and retain your portfolio:

  • Get real-time signals to proactively take action on at-risk and strategic accounts
  • Identify synergies with your partners and create business cases for new integrations
  • Uncover your customers’ tech stacks so you can create winning success strategies
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Get Intro & Deal Influencers

Leverage partner relationships to create the best offer

Success teams from both sides can collaborate on joint value propositions and ensure stickiness on common customers:

  • Increase adoption by identifying mutually beneficial joint contacts
  • Align with your partners to create a winning product offerings
  • Send targeted content to customers based on their tech stack
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CRM Workflows, Digest & Alerts

Streamline your processes and keep your customers happy

Never miss an opportunity to solve problems and delight your customers. Use partner signals within your workflows to:

  • Automatically flag at-risk accounts or possible upsell opportunities
  • Get the intel, influence, and intros needed to take action on key solutions
  • Leverage partner insights and ecosystem data directly in your CSM tools
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CRM Workflows, Digest & Alerts

Make partnerships your CS team’s favorite resource

CSMs can leverage ecosystem insights directly from their CRM (Salesforce, Hubspot, and more). Streamline collaboration with by setting up automated workflows and personalized alerts through custom objects, key features, and more.

They drive retention through their partners

Here’s how our customers keep and grow customers using the power of ecosystem data.
Customers stories

“Only 5% of AssessFirst's clients were fully integrated, meaning that they were using all of the company's products and services. Since implementing the Nearbound GTM strategy, that number has risen to over 20% in just one year.”

François Lehec
Head of Partnership

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Customers stories

"SmartRecruiters partnered with 15 large enterprises, fueling more integrations and gaining insight into those integrations. We can clearly show how Reveal allowed us to focus our most senior Customer Success Executives’ time to connect with each other and create more stickiness with some of our largest strategic accounts."

Stan Wasowicz
Regional Director Alliances Manager

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Customers stories

“Reveal gives us even better insights into the tools our customers and prospects use and how we or the partner might fit in their tech stack so we become more relevant in our conversations with them. It can also give us a hint as to where we should prioritize future integrations.”

Per Allin
Head of Partnerships Growth

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Bring nearbound into your GTM

Relevant signals from your partners channeled to the right team instantly.
Put inbound on steroids by
identifying the best partners to Go-To-Market.
Improve speed, accuracy, and success across growth teams by layering in partner data.
Layer nearbound into outreach, prospecting, and qualification to improve lead quality and drive more revenue.
Help Outbound and AE teams crush their sales targets by focusing on the opportunities that are qualified by your ecosystem.
Natively integrated with your favorite tools