Discover Guided Selling v11

Learn what’s new and exciting in the latest Guided Selling release from Revenue.io.

1. Participant actions are now generated dynamically as they are needed. This improves performance, ensures more accurate data, and simplifies sequence management.

2. Sequence actions now appear in Engage as soon as they are due. They are continuously evaluated based on due dates and criteria, without relying on 30-minute batch jobs.

3. Email AI Assistant is now included with your Revenue AI license. Administrators can enable it anytime at https://analytics.revenue.io/settings/users.

4. When building or editing email templates, you can use Revenue AI to generate new templates or refine existing messages.

5. Admins can now reference fields on related parent objects in email templates. This includes data from Opportunities, Accounts, Users, or custom objects.

6. Sequence steps can now be inserted or removed even while a sequence is live. Reps stay aligned, and the next step reflects the new sequence structure.

7. Simply drag and drop the new action into the right place in your playbook.

8. You can now create one-off Calls or Tasks for any participant or even for contacts not in a sequence. These appear at the top of a rep’s Engage view for fast execution.