Customer Stories

THE CHALLENGE Multiple disparate software tools were not tightly integrated, which created costly inefficiencies and headaches for the business.The business had multiple tools for sales, support and other operations that contributed to a fragmented technology stack. As they switched over to Salesforce as their one stop shop CRM, they wanted to have one seamless tool […]

THE CHALLENGE As the Sales Development Representative (SDR) team grew from two to ten reps, management needed a way to gain full visibility and transparency across teams when it came to inbound and outbound performance. Prior to Revenue.io, sellers relied more on manual logging of activities, which wasted time and resulted in incomplete data. With […]

THE CHALLENGE Unable to efficiently and intelligently assess and route leads, WorkWave was taking too long to respond to leads and route them to the right reps. Data was unreliable, due to multiple systems creating a lag time between data capture, activity logging and reporting. Existing email cadencing solution was too disconnected from their main […]

THE CHALLENGE Could not manage what they could not measure: BuildASign was previously using traditional PBX desk phones across their account executive, business development, customer support, and canvassing teams, which made it increasingly difficult to track anything but a set of rudimentary metrics. The lack of insight hurt performance across key business units, including the […]

THE CHALLENGE Technology Fragmentation: First and foremost, Home Ventures needed to consolidate their systems, technology and databases into one single source of truth to better track and manage their buyers and sellers. Hidden Costs: Their existing local presence provider was charging them five dollars a month for each number, so they were looking for a […]

THE CHALLENGE Onboard quickly, with no downtime Engage with more sales-ready prospects daily Real-time insight into reps’ call activities and outcomes THE SOLUTION RingDNA, the Revenue.io dialer for Salesforce Revenue.io Local Presence Revenue.io Call Metrics for Salesforce THE RESULTS Wrike implemented quickly with zero downtime Reps reached 200% more prospects by phone Management helped maximize […]

THE CHALLENGE Empower study coordinators to connect with more prospective patients for research studies Increase call volume, velocity and connection rates Automate tedious processes such as manually dialing patients and leaving voicemails Automatically route patients to the best available coordinator Gain real-time visibility into key metrics such as connection rates, call productivity THE SOLUTION RingDNA, […]

THE CHALLENGE Rich Uncles needed a way to efficiently capture and document notes, outcomes, and next steps from calls between advisors and investors. Rich Uncles experienced difficulties with prior applications that had incomplete or unreliable integrations with Salesforce, leading to incomplete records or inaccessible data that required time and effort to fix. Had a need […]

THE CHALLENGE Fundera’s highly personalized business model requires a platform that can effectively handle high-touch, high call volume environments Need to automate sales activity documentation Since most business is conducted over the phone, Fundera needed a reliable solution with high quality voice A replacement for physical dialing which added up to hours of lost time […]

THE CHALLENGE Find an intuitive and easy solution to empower reps to work more efficiently leveraging click-to-call and real-time Salesforce automation Increase call volume, velocity, and connection rates Gain instant visibility into team and individual rep call metrics including call volume, talk time, task/activities per day, and more Enable real-time coaching capabilities to accelerate sales […]

THE CHALLENGE Empower reps to exceed a high quota of international calls to enterprise prospects (in EMEA) Radically increase the number of conversations with key decision makers at enterprise companies Monitor sales activity for reps located throughout Europe Slash the costs of dialing international prospects Enable reps at their desks and on mobile THE SOLUTION […]

THE CHALLENGE Improve immediately by getting reps up and running on a new system ASAP Improve the number and quality of sales conversations each day Create a culture of transparency by giving managers real-time insight into reps’ activities and their outcomes THE SOLUTION RingDNA, the Revenue.io dialer for Salesforce Revenue.io Local Presence Revenue.io Call Metrics […]