Customer Stories

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 Global Communications Hub Revenue.io Local Presence Revenue.io Call Metrics […]

THE CHALLENGE Improve inbound lead response time Optimize the inbound call routing and data capture process in Salesforce Capture 100% of outbound sales calls in Salesforce Quickly scale and train a lead response team THE SOLUTION RingDNA, the Revenue.io Global Communications Hub Revenue.io Sales Coaching Suite Revenue.io Inbound Call Tracking for Salesforce THE RESULTS 40% […]

THE CHALLENGE Increase the number and quality of sales conversations each day Better handle inbound lead qualification and pass qualified leads to Account Execs Create a culture of transparency for sales commissions via transparent sales data Improve immediately by getting reps up and running on a new system ASAP THE SOLUTION Revenue.io Local Presence for […]

THE CHALLENGE Quickly launch a sales call center for a geographically disparate team Gain visibility into which marketing efforts result in valuable inbound phone calls Route patients to the right rep based on marketing sources with data that shows why patients are calling Give supervisors insight into rep performance THE SOLUTION RingDNA, the Revenue.io dialer […]

THE CHALLENGE Capture 100% of inbound phone leads in Salesforce Empower agents to quickly respond to high-priority leads Make smarter marketing investments THE SOLUTION RingDNA, the Revenue.io Global Communications Hub Revenue.io Call Tracking for Salesforce Revenue.io Call Routing THE RESULTS All leads are automatically logged in Salesforce Agents are able to get back to high […]