Revegy

(10)
4.5 out of 5 stars

Sales Effectiveness Software

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Revegy review by <span>Steven L.</span>
Steven L.
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Organic
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Revegy Client and Opportunity Management Solutions

What do you like best?

This tool is best for large, globally disperse teams that are working on multiple project with the same client and many different touch points. Templates steer teams to discover the information they need to progress both relationships and projects. Work can be assigned and tracked to share the effort among your global resources. Progress can be tracked towards agreed goals. managers can review and comment on the progress of their teams.

What do you dislike?

Only real dislike is that it can perform slowly if you don't implement with enough horse power. I'd recommend checking your implementation architecture and agree performance service levels to ensure your teams are not disappointed by slow performance.

Recommendations to others considering the product

Check your performance SLAs otherwise your teams will be disappointed and you'll be dealing with user resistance from the get go. Work with your sales team leads to agree the account and opportunity templates. Remember participation leads to commitment.

What business problems are you solving with the product? What benefits have you realized?

The biggest problem this solution helps to solve is what format do we use for planning to ensure consistency across multiple teams and opportunities. Next I'd recommend Revegy to solve the problem of coordination of global teams in different time zones working on the same project and with many of the same contacts.

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Revegy review by <span>Alan H.</span>
Alan H.
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Enhanced account planning which proactively drives completion of set tasks towards Goals & Objective

What do you like best?

The flow of the account planning strategy relating to customer goals against their strategy/vision and positioning internal projects to deliver a positive mutual outcome. Developing the program to enhance Salesforce integration and alignment of specific opportunity planning/closing plans. Team presentations are now delivered via WebEx. One source which others can access.

What do you dislike?

Currently integration with Salesforce is not aligned. Development is in place. Automated task alerts and positioning against specific opportunities rather than objectives would be of great benefit. Task alerts are currently not available to delegate with an automated navigation. This will enable management to action and monitor deliverables from the team.

Recommendations to others considering the product

As like many, account planning, call plans, close plans are held in multiple formats with conflicting information if not validated/input correctly. Revegy solves this in a professional easy to understand way. Enabling webex presentations to the team from one source.

What business problems are you solving with the product? What benefits have you realized?

Enables organizational structure chart development without the assistance of the client as it is satisfying to complete and makes you drive out and separate between board, account, company etc. Understanding the power base and delivering the right messages to the right people.

What Sales Enablement solution do you use?

Thanks for letting us know!
Revegy review by <span>Andrea B.</span>
Andrea B.
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One Stop Shop for Account Planning

What do you like best?

One consistent, shared application for account planning. The interaction between Revegy and Salesforce makes contact and opportunity management a breeze.

What do you dislike?

Only complaint is the clunkiness of the Relationship Map and the Strategy Map. Should have a way to expand out to full screen view. Also - important - while contacts and opportunities are integrated to Salesforce, Tasks from the Internal Plan of Action are not. These should be integrated into Salesforce, or better yet, Outlook.

Recommendations to others considering the product

If your organization is using home-grown account planning tools, which are likely different across teams, Revegy will bring the planning process into a new focus.

What business problems are you solving with the product? What benefits have you realized?

Documenting newly identified Major Accounts. This is the first tool we've had to really dig into account planning in a consistent way across teams which gives us a common language with discussing accounts.

Revegy review by <span>Janice M.</span>
Janice M.
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Amazing tool to help visualize the big picture

What do you like best?

There are so many things that I like about Revegy - below are just a few

Easy to use

Intuitive

Quickly can see what you know about account/opportunity or don't know

Easy integration

Eliminates duplicate entry

Shows quality of deal/account - CRMs tend to be more about quantity but when working big complex deals, you need to be able to map out who you know in order to identify what you don't know and fill in the gaps. Revegy lets you do jus that.

Can purchase stand along and embedded, can implement hosted or behind your firewall

What do you dislike?

Not much. The product works as advertised and does so much more.

Recommendations to others considering the product

Not only is the product strong - so are their services.

What business problems are you solving with the product? What benefits have you realized?

Understanding more about account goals/opportunity outcomes and priorities from the customer's perspective with the ability to both internally and externally collaborate - minimizing guesswork with clients.. In addition, it allows us to better understand if we have identified all key stakeholders and how well we know them/need to get to know them (specifically to identify what each key stakeholder is trying to accomplish and their top priorities). Deal size went from $500,000 to over $3,000,000 due to solving priority business goals for clients.

Revegy review by User in Computer Software
User in Computer Software
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Verified Current User
Invitation from G2 Crowd
Reviewed On

Good relationship map tool

What do you like best?

Comprehensive, easy to use & lays out relationships well

What do you dislike?

Nothing yet--we are in our first year. The feedback has been very good.

Recommendations to others considering the product

Have your SFDC implementation and data ironed out.

What business problems are you solving with the product? What benefits have you realized?

We are looking to ensure we cover all relationships in the sales cycle

Revegy review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Very detailed account planning tool with every single detail taken into consideration

What do you like best?

The links of who reports to whom and the entire org map in infographic format with ability to mark neutral, supporters etc in different colors

What do you dislike?

The number of question on why would you win the deal could be shortened.

What business problems are you solving with the product? What benefits have you realized?

As the account I was managing had over 100 touch points, the info is easy to digest from this tool and it is extremely detailed.

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