Define the motion.
Choose a focused workflow such as inbound follow-up, outbound prospecting, or opportunity follow-through. Configure calls, emails, SMS/MMS, and manual tasks, with timing appropriate to the buyer.
Guided Selling · Salesforce Sales Engagement
Give every rep
a useful next step.
Turn your sales playbook into Salesforce-connected sequences for calls, emails, messages, and manual tasks. Help reps follow through with the right context, while managers see where execution needs attention.
Sales engagement built for Salesforce teams.
From context to actionIllustrative workflow
A focused outreach sequence
01
Call · New inbound leadRelevant Salesforce record and context
02
Email · Follow up on the requestApproved template, personalized by the rep
03
Manual task · Prepare for the meetingResearch the account and buyer role
Enroll the right records.Use configured Salesforce conditions for the intended buyer situation.
Give reps a usable queue.Complete or reschedule the next action with the relevant context.
Stop when the condition is met.Configure and test exit behavior before enrolling the team’s prospects.
See it in action
See Guided Selling in action.
Watch how Guided Selling brings your sales playbook into the rep’s daily workflow.
The useful answer
What is Guided Selling?
Guided Selling is Revenue.io’s sales engagement and sequencing product. It organizes outreach and follow-up into configured steps connected to Salesforce records.
Reps work from an Engage View of due and upcoming actions. Admins define sequence steps, enrollment and exit rules, and Salesforce-based conditions. The result is a repeatable workflow that supports the playbook while leaving room for rep judgment and buyer context.
How it works
From playbook
to follow-through.
Build a sequence around a buyer situation, give reps a usable queue, and inspect the outcomes.
Guide the rep’s day.
Use due and upcoming actions in Engage View to organize execution. Reps can complete, reschedule, and manage actions while working with Salesforce context and the connected communication channels.
Adjust with evidence.
Review sequence and step performance alongside Salesforce pipeline results. Inspect replies, connects, exits, and skipped steps to understand where the workflow needs a better message or a different action.
A practical example
An inbound lead needs a response, not a generic cadence.
Build a workflow that makes the first action clear and changes direction when the buyer engages.
- Use Salesforce fields or campaign membership to configure the relevant entrance condition.
- Assign a call and a relevant email follow-up, with manual tasks for research when appropriate.
- Configure and test exit conditions so enrolled prospects leave the sequence when the intended condition is met.
Implementation
Your rules.
Your Salesforce context.
Sequences work best when enrollment, ownership, and exit behavior reflect the way your team actually sells.
Records and permissions
Confirm the Salesforce objects and fields you will use. Guided Selling supports workflows involving Leads, Contacts, Opportunities, and Campaigns; validate your chosen motion and access.
Channels
Configure the RingDNA Dialer for call steps, connect supported Gmail or Outlook email accounts, and enable the messaging capabilities required by your sequences.
Enrollment and exits
Define manual or automatic enrollment, Salesforce-based conditions, ownership, and exit criteria. Test replies, field changes, and other relevant conditions before rollout.
Content and policy
Prepare approved templates, merge fields, snippets, sending practices, and consent requirements. Manual tasks can support research and social outreach; they do not imply automated social messaging.
AI and measurement
AI email drafting requires the relevant Revenue AI licensing. Agree on sequence metrics and Salesforce outcome reports so activity volume does not become the only success measure.
Buying criteria
Evaluate the workflow
your reps will run.
A sales engagement platform should make execution easier and give managers useful evidence of what happens next.
Bring these questions to the demo.
Choose one representative workflow. Include a sales leader, a rep, and the administrator who will own the setup.
- Can a rep complete a call step with the relevant Salesforce record and buyer context?
- Do enrollment, ownership, and exit rules behave correctly for your actual use case?
- Can the team balance automated email steps with calls and thoughtful manual work?
- Can managers distinguish completion rates from replies, meetings, and pipeline outcomes?
- Which dialing, messaging, email, and AI capabilities are included in the quote?
One connected revenue workflow
Connect the next
part of the process.
During the call
Extend the workflow with configured guidance while reps are speaking with buyers.
Explore Moments ↗Salesforce foundation
See how the broader platform connects with your Salesforce sales process.
Built for Salesforce ↗Tool consolidation
Check which existing capabilities a unified workflow could replace.
Explore consolidation ↗Your questions
Guided Selling, explained.
Is Guided Selling a sales engagement platform?
Yes. Guided Selling is Revenue.io’s Salesforce-native sales engagement and sequencing product. It organizes supported call, email, messaging, and manual steps into a repeatable outreach workflow.
Which channels can a sequence include?
Sequences can include RingDNA call steps, email through connected supported Gmail or Outlook accounts, SMS/MMS, and manual tasks. Availability depends on the products and channels configured for your team.
Can Salesforce data control enrollment?
Yes. Entrance and exit conditions can use Salesforce field values, campaign membership, and configured logic. Confirm supported conditions and test the exact workflow before launch.
Will a reply always stop a sequence?
Do not assume a universal stopping rule. Administrators configure exit behavior. Test how replies and other relevant conditions affect each sequence so follow-up matches the intended buyer experience.
Does Guided Selling include real-time coaching?
Moments provides configured guidance during live conversations. Guided Selling organizes outreach and follow-up. They serve different parts of the sales workflow and can be used together.
How should we measure success?
Use sequence and step metrics to understand execution, then connect them with Salesforce pipeline and revenue outcomes. Compare relevant groups and time periods before attributing a change in performance to a sequence alone.
Your team’s next step
Put the playbook
into the rep’s day.
See a sequence built around your Salesforce workflow, channels, and buyer follow-up requirements.
Book a demo
"Revenue.io is the very first sales system that I have just been unequivocally happy with and would recommend to everyone."
Tommy McNulty is theVP of Sales and Customer Success at Fundera
"My favorite Revenue.io product is Guided Selling. With Guided Selling, reps are getting more engagement and a shorter runway to build pipeline."
Peggy Duffy is theDirector of Sales Operations at Broadridge Advisor Solutions
Want Reps to Follow the Right Steps Every Time?
Revenue.io delivers real-time, in-Salesforce guidance so every rep knows who to contact, when to follow up, and how to win more deals.