June brought the heat, and so did our dev team! We’ve cooked up some highly anticipated features that are sure to spice up your RevenueHero experience.
Let’s take a peek at what went live this month.
1. The one where DQ tracking is fully automated
Remember the days of manually marking contacts as DQ? Neither do we!
We’ve automated marking DQ contacts with a simple checkbox on your CRM, updating their status in both HubSpot and Salesforce.
This brings several benefits:
With a reliable CRM field that denotes whether a contact is disqualified you now have:
✓ Accurate reporting on inefficient campaigns based on data stored right in your CRM.
✓ Reliable filtering that allows you to exclude DQ’d contacts from nurture sequences for accurate conversion metrics on your email campaigns.
Go ahead, take that well-deserved coffee break, you’ve got the time! 😉
2. Keeping up with the calendars: Reschedule and cancel URLs now in your CRM
Say hello to your new favorite CRM properties:
The reschedule and cancel URL links are now integrated as properties in HubSpot and Salesforce which means that your teams can easily add these links to automated email sequences and campaigns—like reminder emails or nurture cadences—directly from their CRM.
This gives prospects quick access to reschedule or cancel meetings, making the whole process easy for both your team and your clients. This was previously available through RevenueHero in emails, but now you can incorporate it into your marketing and follow-up emails directly from HubSpot.
Hate the chase (for prospect details)?
Introducing Relay forms—your reps’ new sidekick for providing essential information before booking a meeting. With these forms, SDRs no longer need to manually update the CRM, and your sales team has all the crucial information at their fingertips before diving into that demo call.
But wait, there’s more! The data collected in these forms automatically syncs with your CRM, allowing your SDRs to schedule calls instantly and quickly move on to the next. This update not only saves time but also boosts data accuracy, ensuring your sales team is always prepared for each call.
Looks like our dev team is truly in good form, don’t you agree? 😎
4. Enable flexible round robin in Relays
Feel like your team’s availability is always in high demand? Well, we wanted to add extra hours to a day, but due to space-time restrictions and science, we did the next best thing possible! Curious?
In addition to the existing strict round robin option, you can now enable flexible round robin when you’re setting up a Relay.
Why does it matter?
By showing all available team slots during the booking process, you:
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Improve the customer experience by presenting a full range of calendar availabilities from your entire sales team, giving prospects more options and increasing the likelihood of finding a time that works for them.
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Simplify the booking process for your reps, so they don’t have to search for available team members.
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Eliminate booking bias by automatically adjusting lead distribution based on real-time availability and custom weightage set by you, giving everyone a fair share of leads based on their availability and assigned priority.
Admins can change this at any time on the Relays Settings Page.
5. Disable automated ‘Meeting completed’ status update
Ops teams often have a love-hate relationship with automation, which is exactly why they love RevenueHero! Our automated meeting status updates in your CRM are now fully configurable to align with your organization’s workflows.
Previously: Meetings were automatically marked as complete 30 minutes after they ended.
Now: You can choose to activate this feature or manage the completion status manually, providing the flexibility you need.
If your team’s compensation depends on completed meetings, having control over this feature ensures accurate reporting—no more accidental completions or data discrepancies.
This update is available on demand, so if this is something you need, feel free to drop a message on our Slack channel or reach out to us support@revenuehero.io.
That’s a wrap on our June updates! We hope these new features give your RevenueHero experience the same boost as a strong cup of coffee on a Monday morning.
Stay tuned—July has even more exciting updates brewing, and plenty of reasons to cheer!