Moving to RevenueHero

Most teams wish they'd moved to RevenueHero a year earlier

They know the tool is a problem. Moving off it just feels worse than living with it, so here's exactly what moving involves.

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Hilary Flanagan
Chief Operating Officer

"We stuck with the original software we had for a full additional year after originally talking to RevenueHero. When we had finally had enough, we came back with the same complaints we'd had the year before that were never resolved, and they had a solution for every. single. pain point."

500+ B2B companies route and schedule leads with RevenueHero

What really sold us on RevenueHero is the excellent team and support we’ve had from implementation onward.

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Jared DeLuca
Director of Operations

Thanks to RevenueHero, we’re able to book meetings with 75%+ of qualified inbounds the same day, up from around 40%

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Osman S.
Head of GTM Ops
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After RevenueHero, we've cut short the time it takes for us to give a demo to our prospects. We've been able to do it much more quicker and it's a better process for prospects as well.

Yeshwanth k
GTM Product Management
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With RevenueHero, I can actually have a shorter sales cycle at a really high level of complexity. It's like all the logic happens at the point of signup, which means that there are no problems for my sales team.

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Bryan Bumgardner
Director of Growth Marketing
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RevenueHero works really damn well. The percentage of qualified meetings that were getting booked on our website within the first 3 months of implementation was beyond our expectations.

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Marty Bauer
Director of Sales
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Common objections

Why this has been on the roadmap since last year

Not one of the reasons we hear on calls is about whether the tool works.

You don't know what breaks when you touch it
It works badly, but it works, and nobody has the full picture of what depends on what. So the first thing we do is map what you have before we change anything.
You assume you're rebuilding all of it
You aren't, and we'll talk you out of it if you ask. You describe the situations that should end in a meeting and RevenueHero handles the rep, the duration, the calendar and the notifications.
Buying a new tool for sales means getting sales to use it
That's the part you're dreading. Most of it never starts, because there's almost nothing for reps to learn and they end up preferring it.
You pushed for this, so your credibility is on the line
A week of misrouted leads on the tool you chose is a different conversation than the one you're having now. Most teams wait until the current setup fails and then have to switch anyway, with less time and more people watching.
Support

Support is the thing our customers won't shut up about

We build a working demo on your CRM during the first call, before you've decided anything. Then we do the setup, take the questions from your reps, and give you a shared Slack channel that doesn't shut down after you go live.

"I was so impressed with how much work they did upfront with getting a demo environment set up and fully integrated into our Salesforce and Hubspot CRMs — all before we even paid or decided if to use them."
Adelle Archer
Co-CEO
"I thought after we got everything set up, support might taper off, but they're still just a Slack message away."
Michele Brown
Senior Demand Generation Manager
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"You get your own dedicated Slack support channel and I've never gone longer than 30 minutes without a response."
Hope Ruiz
Director of Growth Marketing
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Migration paths

We've done this enough times to know how this goes

Pick the tool you're thinking about leaving. We'll tell you who you need on the calls, what actually changes, and how long it took teams who've already done it.

MIGRATING FROM
Chili Piper
MIGRATING FROM
HubSpot Meetings
MIGRATING FROM
Calendly
What changes
Your territory rules and team calendars come across.The hand typed state list for your territories and your vendor's branding on your scheduling links don't
What changes
You're running dozens of meeting links and a workflow deciding which one someone sees. Both go away.
What changes
Every meeting type you built becomes a rule, and the reps stop sending links.
Who you need
We work from a step-by-step guide with named owners on each side.
Who you need
Your HubSpot admin, and whoever can edit the website.
Who you need
Whoever owns the Calendly account, and whoever can edit the website.
How long
About a week, including complex setups.
How long
Hours to a few days.
How long
An afternoon for most teams.
"I thought after we got everything set up, support might taper off, but they're still just a Slack message away."
Lieven Oosterlinck
Head of Growth Marketing
"I quickly got up to speed and was able to implement an integrated solution with Hubspot for demo requests in just a few hours."
Teresa De Onis
VP of Marketing
"With Calendly, we were firstly not able to seamlessly integrate with our website. And we couldn't accomplish rules that we wanted — like we wanted more weightage of demos to be sent to specific users."
Yeshwanth K
Head of GTM Systems and Engineering
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MIGRATING FROM
Chili piper
What changes
Your territory rules and team calendars come across. The Zapier steps holding it together don't.
Who you need
We work from a step-by-step guide with named owners on each side.
How long
About a week, including complex setups.
I thought after we got everything set up, support might taper off, but they're still just a Slack message away.
Lieven Oosterlinck
Head of Growth Marketing
MIGRATING FROM
HubSpot Meetings
What changes
You're running dozens of meeting links and a workflow deciding which one someone sees. Both go away.
Who you need
Your HubSpot admin, and whoever can edit the website.
How long
Hours to a few days.
"I quickly got up to speed and was able to implement an integrated solution with Hubspot for demo requests in just a few hours."
Teresa De Onis
VP of Marketing
MIGRATING FROM
Calendly
What changes
Every meeting type you built becomes a rule, and the reps stop sending links.
Who you need
Whoever owns the Calendly account, and whoever can edit the website.
How long
An afternoon for most teams.
"With Calendly, we were firstly not able to seamlessly integrate with our website. And we couldn't accomplish rules that we wanted — like we wanted more weightage of demos to be sent to specific users."
Yeshwanth K
Head of GTM Systems and Engineering
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Sales adoption

Sales will have opinions about RevenueHero and this time,
they're actually good ones

A faster booking flow and a calendar that fills itself with qualified meetings mean fewer angry DMs from your reps.

"The sales team uses RevenueHero daily and loves it. As an admin, I have been able to 'set it and forget it!'"
Teresa De Onis
VP of Marketing
"Our reps have repeatedly said they prefer the interface and customizability of RevenueHero way more than Groove or Chili Piper."
Michele Brown
Senior Demand Generation Manager
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"The product suite is intuitive for our reps to use with little training but powerful enough for admins to create nuanced routers and modulate call flow as we see fit."
Dominic Triolo
RevOps Manager, TrovaTrip
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