Product Update: Instant Alert-Answer-Act for Your GTM Agility. (Plus SOC 2 Compliance!)

‍This Revcast product update summary is authored by our head of product, Alex Gibson...

A mentor once told me: “The difference between good advice and bad advice is about two weeks.”

In other words, the best advice is received when there’s still time to make a decision and take action. Enter Revcast: your Revenue Co-Pilot that's finely-tuned to help you make optimal, data-backed decisions and take action to maximize growth opportunities while there’s still time to make a positive impact.

From Alerts to Answers to Action:

Optimize Decisions and Next Steps Using Your Revenue Co-Pilot

When you are made aware that something in your GTM plan needs attention, what’s next? You need to dig in further, understand what’s happening and why, assess and communicate the options, and then recommend and execute on the decision. Revcast now helps with that complete cycle.

Here’s how: Your data – from CRM sales opportunities, pipeline history, quotas, hiring and headcount plans – all works together to help you make decisions that will optimize the performance and outcomes of your revenue organization. Revcast’s AI Co-Pilot has been finely-tuned by a combination of our expertise, best practices, and real datasets in order to answer questions, support decisions, and take action.

Let’s bring this to life by looking at a universally-shared example: hiring decisions. Here’s a screenshot snippet of what you would see as an alert in Revcast:

In this example, you’re a Revenue Leader at a growing SaaS company, and you have an existing hiring plan, along with a predefined budget and associated ARR expectations, that was agreed-to in late 2024 when that plan was developed and finalized. It so happens that the plan included adding headcount to your BDR Team to create more pipeline for your Enterprise Segment.

As we all know, things can change quite a bit in 3 months…

"Should I make this hire?"

With Revcast, you can manage that hire or explore further whether that action makes sense given current status, trends, and forecasts. At the click of a button, you’ll receive an objective, detailed answer along with a full report for context.

The Revcast co-pilot takes into account the current state of your business, past performance, and future projections to give you specific insights and recommendations. Plus, you can make the headcount changes right in Revcast to keep your business and tracking up-to-date.

As you see from the screenshot above, the co-pilot’s report back to you provides:

A Recommendation at the top with a quick explanation that may factor in cost-benefit trade-offs
A detailed Summary with historical context, current performance status compared to your plan’s assumptions, and an understanding of how that lines up with your revenue goal and budget constraints.
Insights will highlight pros and cons in color coding, which you can expand on further.
A supporting KPI Scorecard to show some of the data to back up this recommendation.

Within a few clicks and seconds, the solution keeps you, the Revenue Leader, on top of your GTM execution and making a confident decision -- all the while offloading the arduous tasks of data cleaning, information analysis, and report creation (which could take days and shift people-time from other projects). Plus, you and your stakeholders have the full picture of the decision process, helping you improve communication and decision transparency.

SOC2 Type 2 Compliance

Data security, confidentiality, availability, integrity, and privacy are integral to the process of data analysis and decision support. These are also the core tenants of SOC2 Compliance.

We’re proud to announce Revcast’s SOC2 Type 2 Certification, emphasizing our approach to and focus on the sanctity of your data and information.

Revenue Leaders and their organization’s IT teams can have complete confidence and peace of mind knowing sensitive information is secure, private, and managed with integrity. While supporting decisions and making capacity investments is mission-critical, data integrity is even more foundational, and your strategic partners should protect your data even more than you do.

See These Capabilities in Action

Check out one of our recent Revcast Demos or request a Personal Demo here to see AI-powered GTM management in action, and send me an email at ag@revcast.com - I’d love to help you use Revcast to make better decisions, today.