Here's our little big updates

December is here, and we’ve saved our best for last! While Santa’s elves are busy in the North Pole, our dev team has been working their own magic to deliver one final gift to wrap up 2024. This month, we’re introducing collective round-robin for your Relay meetings - a feature that makes team meeting coordination as smooth as a well-orchestrated holiday concert.

1. Collective round-robin for team handoffs: A smarter way to tag-team meetings

Ever tried assembling IKEA furniture solo when you really needed a second set of hands? Some meetings are exactly like that—they demand more than one expert to get the job done right.

That’s why we’ve built a smarter way to handle meeting handoffs between your teams that maintains momentum while ensuring the right experts are present.

Here’s how it works:

When your SDR lands a “yes” from a prospect for a new business opportunity, they simply click the Relay button in their browser extension and select “New Business Meeting.” RevenueHero automatically:

• Checks if it’s an existing account in your CRM
• Shows overlapping availability between the SDR and relevant AE
• Books a meeting with both present
• Updates your CRM with meeting info, and meeting the meeting activity

This eases the transition from prospecting to closing, building trust with your prospects and keeping the sales cycle on track.

And when you need the dream team:

When an SDR secures a meeting with a decision-maker who’s ready to dive into APIs, scalability, and pricing, Relays steps up again. It automatically pairs your AE with the SE, ensuring the right mix of business and technical expertise.

No more calendar juggling, no “let me check with our SE” delays, and no manual CRM updates.

Key benefits:

• Eliminate “who’s available when” email chains
• Ensure smooth transitions between teams
• Maintain context through automated CRM updates
• Fair distribution of meetings across both teams
• Reduce no-shows with both key contacts present
  

Think of it as your personal meeting matchmaker, removing the need for manual coordination so your team can focus on delivering their A-game in every call.

And that’s a wrap on 2024! While everyone else is winding down for the holidays, we’re already buzzing with excitement about what’s coming in 2025. Until then, may your meetings be merry, your calendars bright, and your team coordination delightful. See you next year with even more updates that’ll make you go ‘now that’s what I call magic!’ ✨

Curious about how 2024 unfolded for us? Check out our RevenueHero Wrapped 2024 blog here..

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The leaves are falling, but our features are rising! This November, we’ve packed some serious upgrades that’ll make your routing and scheduling experience simpler, smarter, and faster—just in time to wrap up the year strong!

1. Match & route meetings using custom objects in Salesforce

Custom objects are no longer the awkward middle child in your routing setup! You can now match and route meetings based on any custom object on Salesforce.

How does it work?

When someone books a meeting, RevenueHero can look up records in custom objects to determine the right owner. Just map your form field to any field in your custom object, and we’ll handle the routing. Let’s understand this better with some examples.

For B2B SaaS teams:

Let’s say you run a financial software platform with a custom “Partner Program” object:

• A customer books through your partner portal
• They enter their Partner ID in the form
• RevenueHero matches this against your “Partner Program” object
• The meeting routes to the Channel Manager assigned in that Partner record

For non SaaS businesses:

Imagine you’re a real estate agency with a custom “Property Listings” object:

• A prospect books a viewing appointment
• They enter the Property ID from your listing
• RevenueHero matches against your “Property Listings” object
• The meeting gets assigned to the listing agent for that property

Key Benefits:

• Route based on complex relationships tracked in custom objects
• Maintain data integrity between your objects and meeting assignments
• Support sophisticated business models without custom development

Leads and contacts don’t always capture the full picture. With this update, your routing is as unique as your business!

⚡ Pro tip: This is particularly powerful for marketplace businesses where you need to route based on relationships between multiple parties (sellers, buyers, agents etc.)

2. Advanced matching for Salesforce

You know how sometimes it feels like you need to play detective to track down a misplaced lead? With our advanced matching, we make sure every lead lands exactly where it should—no sleuthing required.

Got a prospect using a personal email but working at a Fortune 500 company? No problem! You can match based on multiple conditions, like company name AND location, ensuring leads land where they should.

For example, meet Alex:

→ Signs up using alex@gmail.com (tricky, since it’s a personal email!)
→ Works at TechCorp (provides this in the form)
→ Based in London (also from the form)
→ TechCorp has multiple accounts in your CRM

The old way? Simple domain matching would’ve left Alex in limbo since they used a personal email.

But with advanced matching, you can now stack conditions like building blocks:

• Match company name (TechCorp) AND
• Match location (London) AND
• Match industry (Financial Services)

So when Alex hits submit, RevenueHero automatically:

• Finds all TechCorp accounts
• Filters to London-based accounts in Financial Services
• Routes to the right account based on these specific criteria

Think of it as your CRM’s built-in Sherlock Holmes. Because in the real world, matching prospects to accounts often requires more than just an email domain – and now you’ve got all the clues you need to get it right the first time!

3. Smart settings in Relays

Ever wish your calendar could read minds? Well, we got pretty close:

• Auto-suggested best available time slots
• The ability to override suggested meeting assignees when a different team member is a better fit.
• The power to prioritize prospect meetings by scheduling over internally reserved slots, such as team syncs or internal catch-ups.

Because when that prospect finally says “yes” to a meeting, the last thing you want is to lose momentum shuffling calendars around. With smart suggestions and flexible overrides, you can keep your pipeline moving at the speed of sales. And hey, if we ever figure out actual mind reading, we promise to add that feature too! 😉

4. Skip the form, get to the meeting

Remember the last time you enjoyed filling out a form? Yeah, we don’t either. That’s why we’ve made it possible to prefill ANY form field from your URL parameters.

As a marketer, fields can feel like a necessary evil—can’t live with them, can’t live without them. With this update, you can pass all the data you already have in your CRM to automatically route prospects to the right sales rep. For instance, if Sarah from TechCorp watched your recent webinar on API integrations, you can route her straight to the AE who specializes in tech solutions.

The best part? Prospects skip the form entirely and head straight to picking a time slot. It’s like giving them a VIP pass—both smarter routing and a premium user experience!

That’s a wrap on November! Stay tuned for December’s updates - rumor has it they’re so good, Santa put them on his nice list twice! 🎅

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Another month, another set of updates crafted to simplify your workflows and bring a little more calm to your day. From smarter routing to making meetings just a little less chaotic, these features are here to keep things running like clockwork, and maybe even a bit more fun!

Grab a coffee (or a kale smoothie, if you’re feeling adventurous), and let’s dive into October’s changelog.

1. Always a team player

Ronaldo’s quirk? He steps onto the field with his right foot first. Your quirk? You’re all about Teams for meetings, even though you’re not in the Outlook club.

No judgment—we get it. Everyone performs better on their home turf, and when it comes to meetings, comfort is key.

Now, with RevenueHero, you can use Teams as your go-to meeting tool—even if you’re using a Google calendar. Just sign in with your existing email, and voilà, you’re ready to roll!

Because winning starts with a setup that works for you.

2. Advanced matching for Hubspot

Rules are meant to be broken customized.

We’ve enhanced our HubSpot integration to let you match custom fields in your forms with relevant HubSpot properties, making it even easier to look up existing ownership.

How does this help?

Alongside the existing account and contact matching rules, you can now create more advanced routing rules to fit your business needs.

For example, if event attendees use personal emails, it can be tricky to link them to the right AE. With this update, you can now match any of the custom form inputs to account properties on HubSpot and assign the meeting to the owner of the account, ensuring smooth follow-ups and accurate routing.

3. Ownership made easy

Ever tried to share credit for a group project but somehow only one person gets their name on the final slide? Not exactly fair, right? 📝

We hear you.

With this update, when you’re using collective round robin to match leads, both the primary and secondary owners now get updated in your CRM. No more missing data or overlooked team members.

And here’s the cherry on top: you can now update both primary and secondary owners to any custom CRM properties of your choice. Whether it’s the default owner field or something unique to your workflow, the power is in your hands.

Keep your team in sync, your CRM in check, and everyone accounted for. Because nothing says teamwork like giving credit where it’s due. 🙌

4. Distribution reports on the go

“Is that a distribution report you’re holding?”

“Don’t judge—I’m more of a ‘print it out and highlight it’ type.”

“Okay, boomer! Do you also fax your insights to leadership?”

- Overheard in downtown SFO

Whether you’re all about dashboards, lean on GPT to analyze your uploaded logs, or still swear by printed reports, we’ve got you covered.

Now, you can export distribution reports for your chosen timeline, making it easier to track trends, review them on the go, and share insights with leadership in seconds.

5. The new router? Built for the big leagues.

We’ve given it a glow-up, and it’s not just looking better—it’s working harder than ever. Think of it as the router equivalent of your best marketing campaign—sleek, strategic, and built to deliver.

When you’re dealing with enterprise-level routing, sophistication isn’t a luxury—it’s a necessity. Larger organizations have complex distribution needs, and as those routing rules multiply, your tools need to scale right alongside them.

Enter our sleek new list view: a tray of all your matching rules laid out for easy access. Whether you’re scaling up or fine-tuning, managing complex setups has never felt this smooth.

Big leagues, big rules, and now, big clarity. It’s routing made for the pros.

6. Auto suggest guests in Relays

Ever feel like you’re playing detective, hunting down guest emails one by one while booking a meeting? Yeah, we’ve all been there.

Now, when you’re booking a meeting, any guests marked in the email thread will appear in your relay booking workflow as suggested guests. There is a word for “satisfying feeling when software transfers context beautifully across apps in your workflows”, what is it called again? Let us know if you find out.

Sometimes, it’s the small stuff that makes a difference—saving you those extra clicks and letting you focus on what actually matters.

7. Redirect pages for every prospect

Remember those “Choose Your Own Adventure” books? We’ve brought that energy to your thank you pages (minus the dragons… for now).

Now you can automatically direct prospects to exactly where they’ll get the most value:

• Enterprise prospect? Get them straight to your dedicated sales team’s calendar
• Small business looking for a demo? Route them to your group demo showcase page
• Current customer with questions? Direct them to your support portal

Because every prospect has different needs, and one size doesn’t always fit all. With redirect rules, you can create efficient pathways that match your prospects’ needs with the right resources - whether that’s your help center, group demos, or free trial.

And there you have it—October’s updates, packed with all the little tweaks that make a big difference. As always, keep those suggestions coming; after all, we love adding little touches that make you go, “Yes, finally!”

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Remember the billboard that split the marketing community down the middle? How did that go again?

1. Cheaper
2. Faster
3. Better

Well we just added number 4.

4. The best damn scheduling experience in chat.

Introducing RevenueHero’s native integration with Intercom!

Intercom integration: Book meetings where conversations happen!

Using our Intercom integration as your go-to meeting scheduler? Well, grab your party hats, because we’ve just made it even better!

RevenueHero’s native integration with Intercom gives you the most powerful routing capabilities ever in a native intercom scheduling integration. Access Intercom’s in-depth enrichment and give the right leads to the right reps.

It also gives your prospects an inline scheduling experience right in the conversation!

RevenueHero’s native integration with Intercom gives your prospects an inline scheduling experience right in the conversation, and you the most powerful routing capabilities ever in a native intercom scheduling integration.

With this integration you can:

• Route your meeting using all the details of the user in Intercom.
• Enable a formless scheduling experience for users who have already provided their details in your earlier bot flows.
• Get those meetings booked right in your messenger, and increase conversions.

And that’s it for our September update! While you’ve been out there conquering the business world, we’ve been busy tinkering in our secret lab (okay, it’s just our office, but “secret lab” sounds cooler). Until next time–may your calendar be organized and your meetings be short (but productive)!

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August may mark the end of summer, but the heat isn’t letting up over here at RevenueHero! We’ve been listening to your feedback and developing some features that’ll take your RevenueHero experience to the next level.

1. Schedule longer meetings types—because some discussions deserve more time

Not all meetings are created equal, especially when you’re in industries like finance or consulting, where complex discussions and strategic planning often require extra time. For instance, if your sales team is working with a potential client on a detailed proposal or getting on an onboarding call, those extended sessions are crucial. We’ve expanded your options to include meeting types ranging from 15 minutes to 120 minutes, so you can easily choose the perfect duration for every discussion.

After all, great things take time—just like a fine wine or a successful sales pitch!

2. Avoid double logging in Salesforce: Keep your CRM squeaky clean 🧼

When you hear Salesforce, what do you imagine? Clean data, up to date information and… okay okay, we doubled over laughing and couldn’t even finish typing.

Clean CRM data is the most commonly cited Oxymoron in dictionaries all over the world. We get it. It’s just hard to maintain at scale. Which is why RevenueHero prevents you from adding on to all that junk. While we can’t help with everything, what we can do is solve duplicate meeting activities from getting logged. (If you stay very silent, You can almost hear the ops community cheering world over. Or just another Slack notification to get that workflow live). Well life goes on.

Say goodbye to duplicate meeting logs in Salesforce and enjoy a fresher, cleaner data experience. This update ensures your RevOps teams can rely on accurate data for confident reporting and strategic insights, leading to better decision-making.

Can we get a collective cheer for finally tidying up that data mess? 🎉

3. Enjoy reassignments without the headache of figuring out meeting credits

Sometimes you’ve got to take from Peter to give to Paul. You know, because Peter is sick and Paul is available. It happens. But you’ve got to keep things fair. Which is exactly what you get with this new enhancement.

When meetings get reassigned because of unexpected leaves or last-minute work emergencies, it can put your teams on edge. After all, reassigning a meeting is more than just a calendar swap and can lead to “who gets what” within the team. But don’t worry—RevenueHero has your back!

With our updated reassignment logic, you can ensure fair lead distribution, even when plans change. Just reassign the meeting, and we’ll recalibrate the weight and credits so the right person gets the next meeting, keeping everything balanced (and everyone happy)!

And there you have it—August updates all served up! We hope these features bring even more value to your workflows. Keep an eye out for more in September!

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