Here's our little big updates

Earlier this week we rolled out a massive feature for all our customers to make the #SDRtoAEHandoff as efficient and effortless as it can be - Relays.

Our customers have been using and loving it. They also keep us on our feet and it drives us to do more and do better. Our newly launched Relays just got better with this update.

Fallback Pods

As any distribution logic goes, you will always have exceptions. And with relays, we just launched a mandatory fallback pod to make sure that the dependency to create a fallback for that one sneaky CRM record that doesn’t match is no longer on the admin.

What this essentially means is that you’ll have to create a Distribution Pod without any conditions so that in the event the existing Pods with conditions don’t match the meeting will still get assigned to a rep from the Fallback Pod.

This is a mandatory step when you are setting up Relays. Find the detailed guide here.

Relay Links

With this new feature, you can easily access and share your Relay meeting links from wherever you are on your browser using the Chrome extension.

This lets you share a meeting booking link directly with your prospect and assign it to the right AE based on the conditions and distribution rules set up. Every time you create a new Relay meeting this link gets automatically generated.

1. All you have to do is, click on the RevenueHero Chrome Extension icon.
2. Click on the My Links tab in the pop-up.
3. Under the Relay Meeting Links, select the link you want to share.
4. It automatically gets copied to your clipboard.
5. You can now paste it to your email, message, or any other communication channel you want to.

Alternatively, you can also copy this Relay meeting link from RevenueHero after you create the Relay.

Relays - Book for yourself

Your reps can now book meetings for themselves after talking to a customer/prospect using Relays. The Relay setup helps identify what CRM fields need to be mapped for updating meeting details in real-time.

If you need any help with any of these Relays functionalities, feel free to reach out via Slack and we’ll walk you through it.

You can now generate Daily meeting links for all the scheduled meetings between your prospects and sales teams.

This latest integration can be used as a video conferencing tool for meetings booked through RevenueHero and is available to customers across all plans.

Head to your Organization Settings and find it listed under the My Integrations sections. You can connect and set it up in 4 simple steps, without having to get a developer’s help.

And for new users, Daily will show up as a meeting tool option during onboarding.

Once Daily is integrated, all new meeting invites from RevenueHero will have the Daily conference link included automatically.

How to set this up

You can find the detailed setup guide for the Daily integration here. If you need further assistance, reach out via Slack and we’ll help you set it up.

In the world of templates and look-alike booking pages, wouldn’t you want to stand out with a booking experience that looks and feels like an extension of your brand? We heard this from many of our customers and prospects and spent the last few weeks working on a major release - Themes. You can now customize the booking experience for your customers to reflect your brand across your website widget, personal meeting links, and more.

It can be customized and tailor-made to your brand’s style and design easily in a few clicks. No code is needed. Nor is a developer’s help. You can ensure that your customers get a unified and consistent brand experience across all touchpoints.

Let’s take a tour of Themes in RevenueHero, how it works, and how you can make the most of it.

• There are a total of 12 scheduler themes for you to choose from - 6 in light mode and 6 in dark mode.
• Each theme has a different confirmation page style and animation, give it a spin to see what works best for your brand.
• Choose your brand color with the help of the color picker which reflects on the scheduler.
• Mobile views of the scheduler have been completely revamped based on the new themes.
• The theme you choose adapts to poor color choices and also has adaptive backgrounds.
• Themes are not restrictive to just what’s on the UI. If you want to revamp the look of the entire scheduler completely, you can do that too. Just reach out to us via Slack and we’ll help you customize it as per your requirements.

You can find the detailed guide for Branding and Themes here.

That’s not all. We also have another big release that we rolled out this week.

Remove team members from RevenueHero

You might want to remove a member from your RevenueHero workspace. Regardless of the reason, we’ve now created a way for you to delete a team member easily. Only users with Manager or Admin permissions can remove a member.

How does it work

1. Go to the Organization Settings page and select the Members tab.
2. Hover your mouse over the user you’d like to remove and click on the trash icon.
3. You’ll see a popup indicating what the consequences are.
4. Select “Yes I understand”.
5. You’ll now see a screen that shows all the rules/routers this user is part of.
6. Here’s where you can configure who these meetings should get assigned to once the user is removed.
7. After clearing all the dependencies, you’ll see a screen indicating the user is safe for deletion.
8. To confirm, click “Delete”.

For a much more detailed version, check out our help article here.

We’ve been adding a lot of depth to our product over the last few months. And we couldn’t be more thrilled to release a feature that is bound to be a game changer in your sales process.

There were 3 main challenges we wanted to address in the broken #SDRtoAEHandoff workflow:

1. Tedious manual coordination between prospects and AEs to agree on a meeting time by SDRs, coupled with an acute lack of visibility into AEs’ schedule and availability.

2. Getting leads back on track after missed demos with AE while also ensuring constant engagement to stay on top of their minds.

3. Figuring out ways to recover AEs’ missed monthly quota manually because of no-shows, leaves & vacation days while taking lead qualification, account ownership, and AEassignment workflows into consideration.

Introducing RevenueHero’s Relays that is here to ensure zero drop-offs between your sales teams and make the SDR - AE handoff a 1-click experience. Through automated qualification, account matching, routing, and scheduling of meetings.

Sales teams can leverage Relays for smooth meeting handoffs from wherever they are - be it their inbox, CRM, sequencing products, or anywhere in their browser using the Chrome extension.

Setting up Relays is fairly simple. All you have to do is choose who gets to handoff meetings, create your matching rules, set up your distribution logic, map it to your CRM, and configure meeting settings. Once you have all this in place, you’re ready to launch your sales superpower.

You can find the detailed setup guide for Relays here. If you need further assistance reach out via Slack and we’ll help you set it up.

We would also like to share a couple of ways of how your sales team can implement Relays:

• SDRs can book meetings with prospects and AE instantly by finding out which of your AEs are available at what times, distributing meetings fairly to AEs based on your round-robin logic and getting the meeting booked.

• SDRs can schedule meetings on behalf of AEs by sharing the RevenueHero Relay link with inline meeting slots to prospects via email. It automatically looks up the prospect’s information and shows the right AE’s availability for your prospects to book meetings directly.

• RevenueHero’s Chrome extension allows your SDRs/BDRs to book meetings for AEs in just 1 click from within the tools they use every day. This includes your sales engagement tools like Outreach, SalesLoft, Apollo, your CRM, your mailbox, or any screen on your browser. And even when they are on a phone call with prospects.

• Plus, all Relay and meeting activities (such as assignments, calendar invites, reminders, and follow-ups) get automatically logged in your CRM, to help you save time, maintain CRM sanity, and eliminate manual errors.