At Revenue.io, our goal is simple.
We want to help you have sharper conversations, smoother workflows, and easier wins.
This quarter’s release delivers new tools designed to make coaching faster, insights easier to find, and your daily work more productive. Whether you are new to Revenue.io features like Moments and Revenue AI or simply looking for ways to work smarter, this update is built for you.
Revenue.io Moments is now available inside Zoom meetings.
Moments acts like a second set of ears on your calls. It listens live and gives you real-time nudges on what to say next, such as handling an objection, asking a follow-up question, or addressing a mention of a competitor.
Before, coaching only happened after the call. Now you can get guidance while the conversation is happening, when it matters most.
Use Cases and Benefits
If your team sells in Spanish, French, German, or any supported language, Revenue.io can now accurately capture and analyze those conversations. Your conversation insights are no longer limited to English-only calls. Users can select up to 23 different languages for live transcription with Moments.
“By 2025, 80% of B2B sales interactions between suppliers and buyers will occur through digital channels” (Gartner)
This highlights why enabling real-time transcription across multiple languages is crucial for scaling digital sales globally.
Read our support article for the complete rundown.
You can now save and reuse your favorite questions inside Revenue AI.
Revenue AI is like your personal deal assistant. You can ask it questions like “What are the top risks in this deal?” or “What should I follow up on next?”
Now, when you find a smart question that helps you, you can save it and reuse it easily without having to retype it.
Use Cases and Benefits
Revenue AI now provides coaching feedback specifically designed for non-sales roles, starting with Customer Success Managers and Support teams.
Not everyone is in sales, but everyone has important conversations with customers. Whether you’re helping a customer adopt new tools or solve an issue, you now receive structured feedback to improve how those conversations go.
Two new coaching frameworks are now available within Revenue AI’s Coaching Feedback:
These give Revenue.io the context to understand what great non-sales conversations look like and how to guide improvements.
Use Cases and Benefits
If you’ve ever thought, “I want feedback on how to have better conversations, but I’m not in sales,” this was built for you.
Any user mapped to a Customer Success or Support role that has a coaching methodology, such as CSAM or CSEF, is assigned.
Need help setting this up? See how to manage roles and methodologies.
Revenue.io’s Scorecard Dashboard now connects coaching behaviors directly to outcomes.
You can now see which specific actions, such as confirming next steps or qualifying a budget early, actually lead to tangible outcomes, like booked meetings or advanced opportunities.
Here is a quick preview of what is on the way:
A single place to see all account activity, including meetings, calls, emails, risks, and opportunities. This makes it easier to act on accounts quickly and strategically.
Your book of business in one clean view. Quickly find and prioritize your opportunities and accounts without having to search through multiple reports.
The “Ask a Question” feature will always remain visible on Opportunity Pages. You can access deal insights immediately, without leaving the current page.
If you’d like early access to these features, don’t hesitate to contact your Customer Success Manager. If you aren’t already a customer, contact the sales team to book a demo.
We are just getting started. Stay tuned for next quarter’s update, where you will see even more ways to work faster, sell smarter, and win more.