(888) 815-0802Conversation Intelligence
Understand what happens in your sales conversations—and what to do next. Revenue.io connects recordings, transcripts, and coaching insights with Salesforce context so your team can learn from the moments that matter.
Part of the Salesforce-native Revenue.io platform.
“How would this work with our existing sales process?”
Ask what the current process looks like before walking through the product.
Trusted by leading
revenue teams.
Hear what matters
A recording captures what was said. Conversation intelligence helps your team find it, understand it, and use it.
Revenue.io brings together speaker-attributed transcripts, topic detection, conversation metrics, and coaching tools. Reps can revisit buyer context. Managers can give specific feedback. Leaders can see patterns across the team.
A useful coaching loop
Start with the evidence in the conversation. Make the feedback specific. Carry the lesson into the next interaction.
Search by keyword, participant, team, disposition, and more. Speaker-attributed, timestamped transcripts let you jump from a relevant passage to the matching point in the recording.
“How would this work with our existing sales process?”
Listen to the question and the rep’s response before deciding what feedback to give.
Add an annotation to a transcript segment or playback timestamp. Use supervisor notes and reviewer assignments to turn a conversation into a focused coaching discussion.
“Ask about their workflow before moving to the demo.”
Help the rep practice a discovery question that connects the product to the buyer’s process.
With Revenue AI, generate a recap and a draft follow-up email from the conversation. Review the content, confirm commitments, and prepare a next step that reflects what the buyer actually asked.
Explore Revenue AIThe rep checks the draft and edits the details before sharing it with the buyer.
A deeper view
Combine what was discussed with how the conversation unfolded. Use the evidence to choose the next coaching question.
Track keyword groups such as competitors, discovery, pricing, and value drivers. Admins can create custom groups to match your market and sales process.
Look at talk ratios, interruptions, talk streaks, and other available metrics. Use them alongside the recording to discuss how the rep engages the buyer.
Filter conversations by the dimensions that matter to your team. Save searches and organize examples into libraries for repeated use.
Available metrics vary by recording type and channels captured.
Build a learning habit
A useful call shouldn’t disappear after a coaching session. Create libraries of discovery, objection handling, and other examples your team can return to during onboarding and ongoing practice.
Curate the examples that reflect your team’s standards.
The Salesforce connection
Revenue.io connects conversation data with Salesforce records so coaching and reporting can draw on the customer relationship and sales process.
Explore the Salesforce advantageOne connected view of activity and context
Go further with Revenue AI
Extend conversation intelligence with AI tools for review, coaching, and next-step preparation.
Use AI Conversation Scorecards to assess calls against configured criteria and focus the coaching discussion.
Explore AI ScorecardsAI Coaching Feedback helps surface strengths and areas to improve, giving managers a starting point for a more specific discussion.
Explore AI CoachingAsk Revenue AI questions about a conversation, account, or opportunity to retrieve relevant context and prepare for the next interaction.
Explore Ask Revenue AIConversation Agents extract supported information such as next steps and objections. Admins can map outputs to configured Salesforce fields.
Explore Conversation AgentsAI capabilities require the relevant licenses and administrator enablement. Conversation Agents require Revenue AI and Conversation AI access; field updates are configured by admins.
Coaching with evidence
Listen to the exchange. Find the skill to improve. Use the conversation as the starting point for a useful discussion with the rep.
Read the NFI Industries story
“It gives me insight into specific areas that I can coach to within their sales process…”Kyle McRaeSales Manager, NFI Industries
Your questions
Conversation intelligence combines recordings and transcripts with analysis and coaching tools. Revenue.io helps teams search conversations, identify topics and behavioral patterns, add feedback, and organize examples for training.
Conversation AI supports processed phone conversations and recorded Zoom and Microsoft Teams meetings. Available transcripts and metrics depend on the recording type, the channels captured, and your configuration.
Conversation data and metadata connect with Salesforce through Revenue.io’s Conversation object and related records. Supervisor notes and available conversation fields support Salesforce reporting alongside CRM context.
Conversation Intelligence supports conversation review, analysis, and coaching. Moments is Revenue.io’s live coaching product, providing configured guidance during conversations. The products work together within the Revenue.io platform.
AI summaries, scorecards, coaching feedback, Ask Revenue AI, and Conversation Agents are part of the broader Revenue AI suite. Availability depends on your licenses and enabled features. Confirm the capabilities you need during your evaluation.
Choose a coaching goal, such as improving discovery or clarifying next steps. Define the calls and topics to review, set up a focused library, and establish a repeatable feedback routine with managers and reps.
Make the next conversation count
See how your team can review conversations, give focused feedback, and connect buyer context to the next action.
Book a demoA walkthrough grounded in your team’s coaching goals.