Frequently Asked Questions

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.

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.

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.

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.

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.

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.

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.

Reveal implements a 2-step data-sharing process to ensure you share only what you choose to share with your partners:

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

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.

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.

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

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.

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

Yes, annually.

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 Intruder.io and Sqreen to monitor vulnerabilities during runtime.

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