If you’re working in partnerships or sales ops, you know the real challenge isn’t getting partner insights—it’s actually getting your sales team to use them. This guide is for anyone who’s wrangled data out of Reveal, then watched it gather dust in a spreadsheet, or worse, get lost in Slack. Let’s skip the fluff and show you exactly how to export and share partner insights from Reveal in a way your team will actually pay attention to.
Why Bother Exporting Partner Insights?
Before we get into the how, let’s be blunt: partner insights are only useful if your salespeople see them at the right time, in the right place. Otherwise, you’re just doing busywork.
Here’s what exporting and sharing partner insights can do: - Uncover warm leads and mutual connections - Prioritize accounts based on partner signals - Give reps a reason to actually talk to partnerships - Avoid stepping on partners’ toes or duplicating outreach
But—don’t expect exporting alone to magically make your sales team care. The magic is in how you share and integrate it.
Step 1: Figure Out What Insights Actually Matter
Reveal can spit out a lot of data, but too much info is white noise. Before exporting a thing, ask: - What does my sales team actually need to close more deals? - Do they want to see partner overlap, intro opportunities, or account mapping? - Will this insight change their next action, or is it just “nice to have”?
Pro tip: Ask your top-performing reps what would save them time. Ignore the rest for now.
What to avoid: Don’t export every field “just in case.” More columns = more confusion.
Step 2: Exporting the Right Data from Reveal
Once you know what you’re after, here’s how to actually get it out of Reveal:
- Go to the right workspace: Pick the partner workspace or ecosystem view that matches your target accounts.
- Use filters: Narrow down to your segment—region, account owner, stage, whatever your team actually works.
- Select the insights: Most folks care about:
- Overlapping accounts (where you and your partner both have a relationship)
- Open opportunities at your partner (for warm intros)
- Account owner/contact info (so your reps know who to ping)
- Notes or context from your partner, if available
- Click Export: Usually, Reveal gives you a CSV or Excel file. Download it.
What works: Focused exports—just the accounts or signals your reps will use this quarter.
What doesn’t: Exporting the entire database. That’s a one-way ticket to “no one opens your spreadsheet.”
Step 3: Clean Up Your Export (Don’t Skip This)
This is the unsexy part, but it’s where most people drop the ball.
- Trim the fat: Delete columns your team won’t use. If nobody cares about account website, ditch it.
- Standardize names: Make sure account names match your CRM, or reps won’t find them.
- Add context: A quick column explaining what each partner field means saves a ton of Slack questions later.
- Highlight priorities: Flag hot accounts, big opportunities, or “easy intro” targets.
Pro tip: If you’re exporting for a big team, segment files by territory or owner. One giant sheet is overwhelming.
Step 4: Choose How You’ll Share (and Don’t Overthink It)
There’s no perfect way to share partner insights. But here’s what usually works (and what doesn’t):
A. Share a File
- Google Sheets: Easiest for real-time updates, comments, and filters.
- Excel in Teams/SharePoint: Fine if your team lives in Microsoft land.
- Don’t just dump a CSV in an email—it’ll get lost.
B. Push to CRM
- Salesforce/HubSpot Integration: If Reveal’s integration is set up, you can sync partner data right into the CRM. This is ideal since reps never have to leave their workflow.
- Manual Import: If you don’t have integration, you can import the cleaned data as a custom report or field. Not as seamless, but better than nothing.
C. Slack or Email
- Slack Channels: Post a regular update in your sales or partnerships channel. Keep it short and link to the live file.
- Email Digest: Send a weekly summary of new/high-value partner overlaps. No one wants a 1,000-row attachment.
What works: Meeting your reps where they already are (CRM, Slack, Google Sheets).
What doesn’t: Forcing them into a new tool or expecting them to hunt down info in a random folder.
Step 5: Make It Actionable
Just handing off data isn’t enough. Make it clear what your team should do next.
- Add a “Next Step” column: Is this account ready for a partner intro? Should the rep reach out, or do you need to coordinate with the partner manager first?
- Set reminders: If you’re using CRM, set tasks or reminders linked to these insights.
- Offer to help: Let reps know who to contact on the partner team for intros or questions.
Pro tip: Run a 10-minute walkthrough the first time you share new insights. Show reps how to use them, not just where they live.
Step 6: Get Feedback and Iterate
Your first pass won’t be perfect. That’s normal.
- Ask your sales team what’s useful and what’s noise.
- Tweak your exports and sharing method. Maybe weekly is too often, or maybe you need to group by vertical instead of territory.
- Don’t be afraid to cut out steps or info that aren’t helping.
What works: Tight feedback loops.
What doesn’t: Treating your export process as “set it and forget it.”
What to Ignore: Things That Sound Fancy But Rarely Help
Let’s be honest—some “advanced” moves are more trouble than they’re worth:
- Automated dashboards nobody checks: If your sales team isn’t logging in, it’s not helping.
- Overly-detailed account mapping: Major in the majors—focus on the 20% of accounts that drive 80% of value.
- Weekly partner update meetings with no agenda: If it’s just a status readout, skip it and send an email.
Keep It Simple, and Keep Improving
The goal isn’t to create the most beautiful partner insights report—it’s to get the right info to the right people, so they can actually use it. Start basic, get feedback, and make small improvements each time. And remember: if your reps aren’t using the insights, the process isn’t working—change it up.
The best partner data is the stuff your team actually acts on. So keep it simple, keep it relevant, and don’t be afraid to cut what doesn’t work.