What changes when RevTruth is in place
“Why didn’t I get paid on this?” doesn’t hijack your day
Right now, the “I should have been paid” message turns into exports, spreadsheets, and digging through activity to see what really happened. With RevTruth linking the right work to the right deals up front, most of those payout questions are far faster and calmer to resolve.
QBR prep doesn’t begin with “pull it into a spreadsheet and fix it”
When QBRs come around, somebody always winds up pulling data out of the tools and fixing it in a spreadsheet. With RevTruth linking the right records ahead of time, you start from data that already reflects reality, instead of spending hours cleaning it first.
Those recurring “who really drove this?” flare-ups slow way down
Today, every disagreement about who touched or influenced a deal turns into another “figure it out” exercise. With RevTruth, the right records are linked, so disputes about marketing vs. SDR vs. sales contribution gets resolved without pulling you back in repeatedly.
You don’t keep bolting hacky fields onto the CRM every time process changes
Instead of adding yet another custom field, picklist value, or formula just to make things line up, RevTruth handles the matching and “who-drove-what” logic outside the CRM. We connect the right records and write the results back — so your core CRM stays cleaner, simpler, and far less brittle.
1. Pull the full context without the scavenger hunt
RevTruth connects to your CRM, marketing tools, and sales activity systems and brings all the campaign, meeting, touch, and activity history into one place — the same trail you’d normally piece together manually.
2. Tell us your business rules. We handle the heavy lifting.
During onboarding, you walk us through how you normally figure out who really drove the deal. Our team configures that logic in RevTruth and maintains it when you need changes. You handle connector access; we handle configuration.
No settings maze. We configure it for you.
3. Send the data back to the systems you already use
RevTruth can write back to CRM, update other systems, export CSVs, or send automated summaries — so comp reviews, QBRs, and dashboards stay aligned without one-off fixes or digging through spreadsheet.
Setup and ongoing changes included. If your process shifts, we update the logic with you.
-
- Core Features
- Matching scenarios included
(We configure all rules — you just tell us the logic.) - Match rule change support frequency
- Systems / connectors included
- Data history matched
- Data match frequency
- Sandbox Support
- Onboarding
- Hands-on Setup
- We configure your rules
- Ongoing rule updates
- Support level
- Where results actually show up
- CSV Export
- Email Delivery
- Writeback to your systems
- Access RevTruth API
- Webhooks
POPULAR
Proof of Value
FREE
- Validate RevTruth’s value in your business.
- 2
- Included (within scope)
- Up to 2
- Last 90 Days
- On-demand only
- Read-only
- Yes
- Yes
- Limited
- Live US-based Support
- Yes
POPULAR
Builder
$499
per month
- Fix recurring credit + data link issues.
- 10
- Unlimited
- Up to 5
- Last 2 Years
- Daily
- Read & writeback
- Yes
- Yes
- Unlimited
- Live US-based Support
- Yes
- Yes
- Yes
POPULAR
Leader
$1299
per month
- Automate matching across tools and teams.
- 50
- Unlimited
- Unlimited
- Last 5 Years
- Daily
- Read & writeback
- Yes
- Yes
- Unlimited
- Live US-based Support
- Yes
- Yes
- Yes
POPULAR
Enterprise
Custom
- Complex, many-system GTM environments.
- Custom
- Unlimited
- Unlimited
- Unlimited
- Custom
- Read & writeback
- Yes
- Yes
- Unlimited
- Live US-based Support
- Yes
- Yes
- Yes
- Yes
- Yes
Start with the Proof of Value.
- You connect the tools you want us to analyze (CRM, marketing, SDR activity tools, etc.). If something isn’t supported yet, we’ll discuss options — often we can add it.
- We hop on a call to talk through the ways you decide how record X should be linked to record Y (we can work via tickets/email if you don’t want to get on a call – but a live call is typically most effective)
- A RevTruth analyst configures your match rule(s) in the RevTruth rules engine
- Our team configures the rules for you and validates them with sample deals.
- Inside your RevTruth account, you’ll see where deals, touches, activities, opportunities, etc. should have been connected — but weren’t.
During the Proof of Value, RevTruth runs in read-only mode. Nothing is written back to your systems. You review results in your RevTruth account — and export to a spreadsheet if you want to dig deeper.
No. We don’t take any payment information when you sign up for Proof of Value.
Yes. There are no long-term contracts. Everything is month-to-month.
If you cancel, your plan runs through the end of your current billing period and then stops.
Most teams see meaningful matches within 24 hours of onboarding.
Once your connectors are connected and we understand your matching rules, we run your first pass and show you where records should have been tied together — deals, activities, campaigns, leads, SDR touches, opportunities, etc.
In many cases, we can schedule onboarding the same day you sign up.
Onboarding can be done as quickly as a single afternoon.
You handle:
- Granting access to your CRM and relevant tools (usually a quick admin task)
- Walking us through your real-world rules (“who drove what”)
- Sanity-checking what we find
We handle rule configuration.
You don’t need analysts or BI people. If you can explain your rules, we take it from there.
No cleanup required.
RevTruth exists because CRMs and GTM systems are messy and not integrated. RevTruth works in spite of messy data: duplicates, partial histories, inconsistent processes. Or oftentimes, GTM systems are simply not integrated.
We pull the context as-is from your GTM systems and apply your logic across it. In fact, RevTruth often helps reveal where mess is causing pain, instead of forcing giant cleanup projects.
You don’t need to be technical.
If you can explain how you normally decide which records should be linked (or who drove a deal, etc.) and review results to confirm “yes, that looks right,” you’re set.
Since we do the rule configuration, you don’t need to be technical or spend your time digging through some clunky rule builder or configuration screen.
A matching scenario is a rule that connects records that should be tied together — but aren’t.
Examples:
- connect upstream SDR touches/leads → downstream SDR touches/leads
- connect outbound SDR touches → downstream opportunities
- connect webinar attendees → downstream SDR calls
- connect marketing platform leads → CRM (separate system) opportunities
- connect partner referrals → downstream deals
Each scenario represents one “decision pattern.”
You tell us: “When X happens before Y under these conditions, they should be linked.”
We implement and maintain that logic, and that is one matching scenario.
We store customer data in secure U.S-based cloud infrastructure. All data is encrypted in transit (HTTPS/TLS) and encrypted at rest.
We operate with standard role-based access permissions, audit logging, and least-privilege operational access procedures.
No.
Each customer’s data lives in its own isolated environment. Your data isn’t stored in the same database as any other customer, and there is no way for another tenant to query or access your records through RevTruth.
We layer that with encryption, strict access controls, and audit logging — so even internally, access is limited and monitored.
Yes. Teams start that way by default (and Proof of Value doesn’t even support writeback).
In read-only mode, RevTruth never writes back into your CRM or tools. You review results first, inside RevTruth, and export if needed
When you’re ready, we can enable writeback selectively either into a specific field or into an isolated custom object.
For Enterprise teams, results can also be consumed through API or webhooks, letting your engineers decide exactly where and how matched records flow.
No. not for matching logic.
RevTruth applies the same decision rules your team uses today, just automated and enforced consistently. You define the logic. We execute it exactly as defined. This approach ensures there’s no AI or other model drift in the matching process.