(888) 815-0802Sign In
revenue - Home page(888) 815-0802

Ask Revenue Anything

Ask Revenue Anything to Know Everything

Instantly uncover deal risks, buyer insights, and account activity by asking natural-language questions powered by your Salesforce and conversation data.

$300K

Increase in Rep Productivity

120%

Quota Attainment

20%

Lead Conversion Increase

Get complete visibility into every
deal, conversation, and account

Conversation Chat

Ask Anything About a Conversation

Get instant answers from any call — who said what, which objections came up, and what next steps were discussed. Ask natural-language questions and surface insights, sentiment, and buyer intent in seconds.

See it in action →
AI Intelligence

Finally, an AI That Understands Your SFDC Data

Because it lives inside Salesforce, Ask Revenue knows your deals, stages, and stakeholders. That means faster answers, cleaner data, and insights you can trust.

Instant Answers, Zero Context Switching

SALESFORCE-NATIVE

Get deal insights, call insights, and account details without leaving Salesforce. Ask Revenue saves hours of searching and note-taking so your team can focus on selling.

Give Every Rep a Virtual Deal Assistant

SALES AI ASSISTANT

From pipeline reviews to account planning, Ask Revenue equips every rep and manager with instant, AI-powered insights tailored to their Salesforce data.

Ask, Analyze, and Accelerate Every Moment

Natural Language Search

Ask in plain English and get instant AI answers

Real-Time Responses

Instant answers about speakers, topics, and next steps

Transcript Aware Insights

Surface key moments, objections, and action items fast

Context-Aware Results

Answers reflect real call and Salesforce context

Starter Questions and Favorites

Use preset prompts and save your go-to questions

Granular Access Control

Control access and visibility by user, team, or role

Smart Response Ratings

Rate answers and refine model accuracy over time

Embedded in Native View

Ask from call, account, & opportunity pages

See Ask Revenue in a Quick Demo

Why Leading Sales Teams Choose Ask Revenue

Broadridge Logo Business Development
Makenzie

Makenzie Caldone

Business Development Specialist @ Broadridge

“I have used the Revenue AI prompt to write my handoff notes fifteen times in the past three days. It is so helpful.”

Ylopo VP of Sales
Joeseph

Joseph Monahan

VP of Sales and Business Development @ Ylopo

“The platform has the rare combination of pleasing both end-users and managers alike. In short, Revenue.io provides a huge strategic advantage to my org.”

NFI RevOps Director
Erin

Erin Kerr

Senior Director of RevOps @ Freshbooks

“Seamless Salesforce Integration: Revenue.io auto-logs calls, notes, outcomes, and AI insights directly into the right records in SFDC.”

Expanding the Power of AI Intelligence

Revenue.io is 100% Salesforce-native, giving teams AI-powered insights and guidance tied to every revenue outcome — all within a seamless workflow.

Pre Call

Prepare with context & insights

During Call

Get real-time AI guidance

Post Call

Analyze, coach & forecast

Support reps at every touchpoint with AI-powered automation and guidance

Powered by Revenue AI

Purpose-built AI agents embedded in your Salesforce workflow

Orchestrates in Salesforce

  • RingDNA Salesforce Dialer
  • Guided Selling & Lead Response
  • Conversation AI
  • Revenue Intelligence
  • Moments™ Real-Time Guidance

to unify teams

  • Salesforce (100% Native)
  • Zoom, Teams, Google Meet
  • Calendar
  • Email, SMS, MMS
  • Mobile

and grow revenue

  • Revenue AI Agents
  • Ask Revenue (Q&A)
  • Deal Execution
  • Sales Forecasting
  • AI Coaching
Get More From Every Sales Conversation

Revenue.io delivers real-time guidance, post-call summaries, and coaching signals so reps stay sharp and deals move forward.

Frequently Asked Questions

What is Ask Revenue and how does it work inside Salesforce?
How does Ask Revenue help sales teams save time and stay focused?
What makes Ask Revenue different from other AI assistants or chat tools?
How does Ask Revenue improve deal management and forecasting?
How can teams customize and control Ask Revenue for different roles?