Revely | Helping B2B Companies Close More Deals with SFMC

Revely established a clear cut timeline and were communicative about where we were in process at all times. They helped problem solve at appropriate times and even saved me a subscription or two by accomplishing tasks via more streamlined methods. Would use them again as we expand our Salesforce needs and capabilities.

Jonah was a great partner to work with. He was highly responsive and consistently kept us informed on the status of our solutions. He brought thoughtful, creative approaches to complex challenges and is exceptionally skilled with Salesforce flows, completely reimagining how an entire section of our CRM operates. His solutions have saved our team several hours of work each week, allowing us to focus more time and attention on our clients.

We engaged Revely to help us implement and operationalize Salesforce and Account Engagement (Pardot) as part of a broader effort to modernize our digital marketing and business development strategy. Our core challenge was connecting our website, email marketing, and CRM in a way that allowed for meaningful campaign tracking, lead capture and reporting. Revely brought a rare combination of technical expertise and practical, real-world guidance. They didn’t just configure the tools—they helped us think through how to structure campaigns, align data flows and build processes that our team could actually sustain long term. Their ability to translate complex Salesforce functionality into clear, actionable steps was a major differentiator. The project involved Salesforce CRM, Account Engagement (Pardot) and integrations with our website forms and campaign infrastructure. As a result, we now have a much more connected ecosystem with improved visibility into engagement, cleaner data and a stronger foundation for scalable marketing efforts. A key benefit has been increased confidence across our team—we’re not just using the tools, we understand how and why they work together. For others considering Revely, come prepared to collaborate. Their team is highly strategic and will meet you where you are, but the more context you can provide about your goals and processes, the more value you’ll get from the engagement.

We’ve really enjoyed working with Revely. They built out Account Engagement in Salesforce for our team, but more importantly, they took the time to understand how we operate and tailored the system around that. They were responsive, easy to work with, and intentional from start to finish—especially when it came to training our team to actually use what they built. Since implementing, we’ve reduced manual input, streamlined our email and pipeline tracking, and cut turnaround time on marketing requests. Grateful for the partnership and how their team shows up. If you’re looking to grow your Salesforce capabilities with a group that genuinely cares about execution, I’d highly recommend Revely.

Revely has been a fantastic business partner. We have had a tumultuous process from our end, but they have stayed with us every step of the way to make sure that they delivered on their promises and we really appreciate their teamwork and flexibility as a Salesforce partner.

We partnered with Revely to implement Salesforce Account Engagement, initially focused on commercial prospecting while planning for future consumer marketing. Our goal was to set up Account Engagement in a way that aligned with our Salesforce architecture and supported long‑term scalability. Taylor and the Revely team brought strong platform expertise and delivered a clear, phased implementation plan tailored to our needs. They also provided a thoughtful recommendation around Account record types to improve data hygiene and enable cleaner segmentation. Those changes are now being worked on by our internal CoE team, and Revely’s guidance was instrumental in shaping the approach. Overall, we now have a solid foundation for commercial automation and a clear path to expand our use of Account Engagement.

Solutions oriented, commutative, engaging and great follow up.

Revely has been incredibly helpful in identifying and resolving issues in our Salesforce account. Their team is knowledgeable, responsive, and truly invested in our success. I also want to give a special shout-out to Jonah—he has been outstanding to work with. I truly appreciate the partnership we’ve built and would gladly work with their team even more. What prospective clients should know: Revely takes the time to understand your business, communicates clearly, and delivers real solutions quickly. You can trust that they’ll not only fix the problem but help you feel confident in your system moving forward.

They adhere to BB, have quick follow through and are easy to work with. Great team.

They are extremely proactive and help me to identify solutions I didnt know I needed