Frequently Asked Questions

Reveal Basics

Is my company eligible to use Reveal?

Is your company B2B? If so, it is.

What are the key use cases of Reveal?

Reveal is how Partnership, Marketing, and Sales teams leverage their ecosystem to generate more revenue. Check out the key use cases here:
Or read our case studies to learn more about how companies win with Reveal.

How does Reveal work?

It only takes a few minutes to start benefiting from Reveal.

Sign up for free, securely connect your CRM or a CSV file to Reveal, invite your ecosystem of partners to the platform or connect with the companies we suggest, and instantly start identifying and converting business opportunities within your ecosystem.

Learn more here.

What is nearbound?

Nearbound is the GTM strategy that surrounds buyers with the influence of companies they already trust (aka, your partners) to help you drive more revenue faster.

Learn more here.

I have heard a lot about Reveal and its impact on companies, but I’m not sure how I can leverage the platform?

Reveal empowers Revenue teams (Partnerships, Marketing, Sales, and Growth) to accelerate their company's revenue through the relationships that already exist in their ecosystem. Read our customer stories to learn how companies have leveraged Reveal for their unique needs.

And if you'd like to have a chat with one of Reveal's team to provide some suggestions for the best way for you to leverage the platform for your company, just book a time with us!

Reveal & Your Data

What CRMs does Reveal support?

We support Salesforce, HubSpot, Pipedrive, Zoho, Freshworks, as well as CSV files if you don't have a CRM or if you don't want to connect it yet.

How do I connect my CRM to Reveal?

Connecting Reveal and your CRM only takes a few seconds. Simply pick the CRM your company uses and enter your login information for that CRM. Then, you can define what you're ready to share or create a restricted list.

Does Reveal work if I don’t have a CRM?

Reveal supports CSV and Google Sheet files. Create a CSV file with the accounts you want to compare, connect them to Reveal, and start mapping opportunities with your partners.

How do I invite my ecosystem to Reveal?

On the platform's home page, click "Invite new partner," and then add their name, company name, and email address. We recommend that you write a custom message to add a personal touch. Press send, and it's done.

I don’t have an ecosystem yet. Is Reveal relevant for me?

Reveal has the fastest growing network of B2B companies. If you don't have an ecosystem yet, we will help you build it (for free). Our platform matches you with the companies that can bring the most value to you. Assess your level of synergy in one click before you share your CRM data with them.

I have some companies in mind I’d like to partner with. How can I know if they are a good fit?

Once you have connected with a partner on the platform, you'll be able to see an overview of what potential exists between your two companies before sharing CRM data. Quickly assess the number of common accounts, prospective accounts, and potential revenue your partner can influence. From there, you're free to move on or decline the account sharing.

Can I connect to more than one data source?

Yes, you can connect multiple data sources, including CSVs. For example, you can connect both sales-focused sources (such as Salesforce CRM) and more marketing-based sources (Hubspot CRM) for the account mapping.


Do I control what I share with my partners?

Reveal implements a 2-step data-sharing process to ensure you share only what you choose to share with your partners:
  • Advanced sharing settings per partner
  • Private accounts that will not be shared (to any partners or specific partners)
  • The ability to disable Account Mapping in one click
  • We share only common accounts, not the full CRM

Is there a way to see what I will be sharing before I connect with a partner?

Yes, in the "My Accounts" section of the platform.

Is Reveal SOC 2 Type II Certificated?

Yes, we are SOC 2 Type II certified with an exception-free report. SOC 2 Type II is one of the most comprehensive security audits in the market, focusing on internal controls and systems related to security, availability, processing integrity, confidentiality, and data privacy. Other ecosystem platforms in the market also undergo the SOC 2 Type II audit, but Reveal is the only platform to score exception-free. This validates our strict security and data privacy controls to safeguard your data and earn your trust.

Is Reveal GDPR and CCPA compliant?

Absolutely. Reveal never shares Personally Identifiable Information (PII) and is therefore GDPR and CCPA compliant by design. We outline all our measures in our comprehensive Data Processing Addendum document (DPA), which we can provide on request.

Where do you store data?

We store the data in a Google data center based in Europe.

How long is customer data retained?

By default, a customer's data is stored for the duration of the contract with Reveal. The data may be, at the latest, deleted within one month after the contract ends, with the exception of data that is required to establish proof of a right or a contract, which will be stored for the duration provided by enforceable law.

What data is imported by Reveal and what is it used for?

We only import and store the data that is necessary for us to produce matches with your partner's CRM and deliver the service.

Do you perform 3rd party penetration tests against your application?

Yes, annually.

What other regulations does Reveal put in place to protect data?

We add even more security by encrypting sensitive data at the application layer and rotating symmetric encryption keys every 30 days. In addition, Github security alerts and code scans are used to prevent new vulnerabilities. We also use and Sqreen to monitor vulnerabilities during runtime.

Is there an ongoing security awareness and training program for all workers?

What data is imported by Reveal and what is it used for?

We only import and store the data that is necessary for us to produce matches with your partner's CRM and deliver the service.


How much will Reveal cost me?

Only 10 seconds. No, that's not a typo. All you have to invest is the time you might need to add your partners' details so they will receive your invitation.

Our basic plan is entirely free with unlimited partners and account mapping. The reason is simple: we want you and your partners to get to value right away.Our paid plans include additional features such as a Salesforce Widget and reports.

Learn more about your options here.

Are there any hidden costs?

Everything in our free plan will remain free forever, and paid customers always have complete transparency on what they are paying for. No paywalls, no secrets—just return on investment.

Why is Reveal free?

Reveal's mission is to enable every B2B company to accelerate their growth through connecting and collaborating with their ecosystem. Our aim is to create the biggest network of connected companies by removing every barrier to entry—starting with price.
Exciting news! Crossbeam and Reveal are joining forces. Finally, one network for all of your partners.
Learn more