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What is RevSetter?

Enhance your sales and customer success tactics by customizing them to address the unique needs of every role, from customer success managers to top executives. RevSetter simplifies workflows that seamlessly fit your team and clients throughout the revenue process and across various market segments. Finally, solutions to your data-related challenges are within reach. Regardless of whether your data is organized or not, or which technologies and databases you utilize, RevSetter’s innovative data model enables effortless integration, bringing your insights to fruition. This robust tool propels your insights, workflows, and automation, providing solutions that encompass everything from a detailed customer success audit to a comprehensive overview of each lead, customer, and portfolio. With the backing of RevSetter, you can greatly enhance and refine your strategies, transforming them into actionable tasks that produce tangible results. This transformation not only boosts customer satisfaction and improves retention rates but also accelerates your business growth, ensuring your team excels in the competitive landscape. As you implement these strategies, you'll find a renewed focus on customer engagement and loyalty, further solidifying your market position.

What is AppsForOps Timeline?

Engagement includes a variety of elements such as emails, phone calls, tasks, notes, and data flowing in from different systems like sales, marketing, and customer support, among others. Nowadays, it is easier than ever to obtain all the relevant information about a contact or organization, which aids in making informed decisions and taking timely actions. When an email is selected or entered, the timeline automatically updates to show all interactions associated with that contact right within your inbox. This feature enables users to navigate effortlessly between different views; you can quickly switch to the company perspective to understand all activities related to that organization. The contact view will reflect the timeline for the currently selected or entered email address, while changing to the company view will display the timeline for all contacts associated with that domain. This interconnectedness guarantees a thorough understanding of interactions at both the contact and organizational levels, which significantly improves your capability to manage relationships effectively. With such integration, staying organized and informed about your engagements becomes an effortless task, further streamlining your workflow.

Media

Media

Integrations Supported

Gmail
Salesforce
Expensify
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

Integrations Supported

Gmail
Salesforce
Expensify
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RevSetter

Date Founded

2020

Company Location

United States

Company Website

revsetter.com

Company Facts

Organization Name

AppsForOps

Date Founded

2015

Company Location

Australia

Company Website

www.AppsForOps.com

Categories and Features

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Product Analytics

Attribution
Automatic Data Capture
Churn Reporting
Customer Feedback Collection
Customer Guidance
Customer Journey Analytics
Data Export
Data History Retention
Data Labeling
Product Engagement Scoring
Real-Time Data Analysis
Touchpoint Analytics
User Segmentation

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Timeline

Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls

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