RevSure.AI Help Center

Comprehensive documentation to help you get started with RevSure.AI.

Use Case Videos

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Video

RevSure Introduction

Building the Future of B2B Attribution

Video

RevSure Reli Dashboard

Reli is your GenAI co-pilot by RevSure

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Reporting vs. Attribution by RevSure

This video explains how attribution and reporting are different from one another

Frequently Asked Questions

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How do you differentiate between leads and contacts in RevSure?

Leads and Contacts are considered as a single entity `Lead` in RevSure. The status change history on both objects is tracked in the RevSure Lead entity under a single RevSure Lead ID. We connect Leads with Contacts based on the `convertedContactId` field available on the Lead record. We can configure the required status values for Leads and Contacts in the funnel for reporting.

Salesforce leads vs. Marketing Automation system leads: How are they handled?

Leads from Salesforce and Marketing Automation systems are also merged and tracked under a single Lead entity in RevSure. We use the internal IDs available in Marketing Automation systems to connect their Leads to Salesforce Leads. For example, the `salesforceleadid` field in HubSpot Contacts and the `sfdcleadid` field in Marketo Leads.

Outside of the website, how does the product track third-party interactions?

We have native integrations with marketing systems like Google Ads, LinkedIn, Meta Ads, and ABM systems like Demandbase, 6sense, etc. Additionally, we pull activity datasets from CRMs like HubSpot and SFDC, as well as sales engagement tools like Outreach, Salesloft, and others.

How does it then tie the 3rd party interactions with the website visits and then to the email address post form submission?

We capture relevant identifiers, such as emails, phone numbers, device attributes, and IDs like GCLIDs, UTMs, and referring URLs from marketing systems and CRMs. Using these identifiers, we map visitors, leads, and other interactions with third-party activities.

Couldn't find what you need?

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