Get more revenue from your qualified leads with Reveal

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Reveal is a new power that we’ve given to your AI assistant. 

With Reveal, your AI assistant can now track the outcomes of qualified leads handed over to sales. Reveal also empowers your bot by reminding sales reps to follow up with qualified leads and book meetings.

We are releasing Reveal to selected customers who are Google Calendar users. If you're interested to trial, please contact your customer success manager at support@saleswhale.com or sign up for Reveal's Beta program here.

In this section

  • Understanding Reveal
  • Reveal’s requirements
  • Setting up Reveal
  • Reveal’s Data Access

Understanding Reveal

Reveal is an additional power that you can activate for your AI assistants. 

Currently, your AI assistants  help to engage and qualify leads at scale, and then hand over qualified leads to the sales team. With Reveal, they will be able to track meetings and emails sent by your sales team to your qualified leads. 

You will be able to see what exactly happens to your leads after marketing hands them over to sales. For example, how many of your qualified leads have turned into actual customers? Which leads have not received meeting invitations or emails from the sales team?

You can also use Reveal to remind sales reps to follow up with your qualified leads and meet them. 

Reveal’s requirements

Before you start powering up your bot with Reveal, make sure that you’re using Google Calendar or Gmail. You will need to connect  your AI assistant’s inbox with your Saleswhale account and have at least one qualified lead from the bot.

If you’re using Microsoft Outlook for your email or calendar, sign up here to get notified when the Reveal integration with Outlook is ready.

[Note] Integration with Gmail will be available by March 2020

Setting up Reveal

Reveal is currently a beta feature. If you’d like to try, let us know here.

If you already have access to Reveal, you can activate it directly from your Saleswhale app.

 Steps

1. Go to the Reveal tab 

2. Click “Power up” to upskill your bot

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3. Copy the calendar link and share it with your sales reps

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 4. Review Insights from Reveal

4.1 What’s happening to my qualified leads

You can see at a glance the conversion journey of your qualified leads. More importantly, you can see which of your qualified leads have not received any meeting invitations from your sales reps across campaigns.

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The following metrics are shown in the “What’s happening to my qualified leads” section:

Metric What does it mean? 
Qualified by [bot name] Number of qualified leads handed over to your sales team from your bot
Received emails from Sales Reps Number of qualified leads that received at least one email from your sales team after handover (Coming soon)
Had meetings with Sales Reps Number of qualified leads that received at least one meeting invitation from your sales team
Received no emails or meetings from Sales Reps Number of qualified leads that have not  received any meetings or emails from your sales team
Received emails from Sales Reps. No meeting scheduled Number of qualified leads that have received at least one email from your sales rep but no meeting invitation yet. (Coming soon)


4.2 How are my sales reps doing

You can review each sales rep’s lead follow up activities. For example, how many qualified leads they received, and how many of these leads were invited to meetings.

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The following metrics are shown in the “What’s happening to my qualified leads” section:

 

Metric

What does it mean? 

Total Qualified leads

Number of qualified leads handed over to each of your sales rep

Leads without Meetings

Number of qualified leads that have not received any meeting invitations from the sales rep

Leads with Meetings

Number of qualified leads that have received at least one meeting invitation from the sales rep

 

5. Recommendations

In this section, your bot will spot any qualified leads that have not received at least one meeting invitation from your sales rep in the last 14 days. You can tell your bot to nudge  the sales rep, so that they can update the lead statuses or follow up with the leads.

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If you want to see all the qualified leads and meeting statuses, click “View Lead Details”. You will be able to nudge any sales reps here as well. 

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6. Review your sales rep connection status

At any time, you can review which sales reps have shared their calendars with your bot. You can also copy and share the invitation link with new sales reps in your organization here.

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Reveal’s data access 

Saleswhale utilizes OAuth for user authentication. We don’t have access to our users’ email passwords.

To activate Reveal, we request access to user data, including OAuth access to Google Calendars. We treat these credentials as highly secure information, which we keep on your behalf, and we encrypt these credentials before storing them. You may revoke these credentials at any time, or we will destroy them when asked.

 After authorization, your bot will track all the past, current, and future meetings with qualified leads that are booked on your sales reps’ calendars. We only display and process the meetings that happened for the qualified leads handed over to your sales team from your bot. We don’t process  leads from other sources. 

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