Here's how a prospect becomes revenue in Revari, stage by stage, and how you keep your margin along the way.
Follow one deal through all six stages.
Search companies and people by title, size, industry and location from inside Revari. Send a lead to your call queue with the details attached, then turn it into a prospect, an account and a deal without retyping a thing.
Every deal has a stage, a probability and a weighted value, so the forecast is a number you can stand behind. Revari flags deals that have gone quiet or slipped, and sequences keep the follow-up going from the rep's own inbox.
Pick the products and the price builds itself, with the rep's commission right beside it. Price below a floor you set and the quote goes to a sales leader to approve.
Today opens on what you've won this month, what's in the pipeline, which quotes are waiting on a reply and which renewals are coming up. Tasks and closing deals share the screen, and with the Hey Revari add-on you can ask about your book from the same place.
Each subscription sits on a renewal timeline with its term, notice date and auto-renew setting, and Revari flags the ones at risk early. Deals you lose land in win-back with the reason attached, so you know when to try again.
Partner organizations see closed business across all their clients, then open any client to see their deals and billing notes. Reports go out on a schedule to the people who need them.
Does corporate run on Salesforce, HubSpot or Dynamics? We build integrations for each partner program, so your teams work in Revari while corporate keeps its own system and reports.
Bringing your accounts, contacts and deals over is part of onboarding, from a CSV file or straight from HubSpot or Salesforce.
Ask about it when you request a demo.
Revari