We analyzed 1M+ demo requests. Here’s what we found.
The best B2B companies convert 88% of qualified leads into booked meetings.
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December was all about the details—the small friction points that add up. We polished workflow triggers, gave prospects actual choices, fixed CRM sync headaches, and made Relays smarter. Nothing flashy, just five things that'll make your day smoother.
One prospect accepted your invite in 30 seconds. Another's ghosting. The third actively declined. Do you really want to send all three the same "please confirm" reminder? Probably not.
Trigger workflows by invite status—Accepted, Declined, Pending, or Trigger Always. Stack multiple workflows for one meeting if you want: accepted folks get prep materials via SMS while your #meetings-confirmed Slack lights up, pending ones trigger an email to the booker to followup, and declined? Alert the team and fire a webhook to your analytics tool to track drop-offs. Email, SMS, Slack, webhooks—whatever you need, based on what actually happened.
Some prospects want video. Others prefer phone calls. Forcing everyone into Zoom when half your audience would rather dial in? That’s just adding friction to your flow.
Prospects can now choose their meeting location—Zoom, phone, Google Meet, whatever you configure—right in the booking flow. Works across personal links, Relay extension, and inbound pop-ups. Set it once in your meeting type, and every channel respects it. One less excuse to bounce before booking. 📞
Your sales rep uses sarah.jones@company.com for RevenueHero login but sarah@company.com in HubSpot. Meeting gets booked, attribution breaks, chaos ensues.
Be it someone juggling multiple email addresses, your org has a creative IT setup or whatever reason the RevenueHero login email id doesn’t match your CRM email—You can fix it in a jiffy now sync a user's CRM ID now without having to reach out to support. Just sync the user with the right email and meetings land under the right rep in your CRM.
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A new prospect from a company submits your form. RevenueHero finds an existing contact at that company and checks if there's an active opportunity. If one exists, the prospect sees the opportunity owner's calendar—the AE actually working the deal—instead of the generic account owner. The person with real context about what's happening in that account gets the meeting. Currently available for Salesforce only.
Your SDR gets a "yes" mid-cold call. They've got a name, phone number, maybe a company. They open Relays to hand it off but have no idea if this is an enterprise prospect or SMB. Do they route to the senior team or the startup specialist? Who knows!
Relays now enriches lead details during the handoff—pulling company size, revenue, industry, whatever you need—then applies your qualification rules and assigns the right rep automatically. Your SDR books it, enrichment happens in the background, correct AE gets it. Outbound calls, event booth conversations, anywhere you're handing off before you have the full picture—covered. 🎯
