Disconnected context
Calls, outreach, and review happen in separate tools. The next person needs a clearer view of the customer and the work already done.
Revenue.io / Sales stack consolidation
Fewer tools. A more connected sales motion.
Bring dialing, sales engagement, conversation intelligence, and coaching together in a Salesforce-native revenue platform. Consolidate around the way your team sells.
Sales leaders · Revenue operations · Salesforce teams · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextDialing + Engagement + Conversation review
Sales leaders · Revenue operations · Salesforce teams
↓Connect the conversation to the customer
02 / Your Salesforce foundationA Salesforce-native revenue platform
↓Context informs the next action
03 / Keep the work movingConnected context and next actions
The work between conversations
Make the handoffs as strong as the pitch.
Your team needs more than another tool. It needs a clearer connection between customer context, the conversation, and what happens next.
Manual work between steps
Logging activity and moving information between tools takes time away from the conversation.
Coaching without the full picture
Managers need conversation evidence and customer context to make feedback useful.
See the connection
One workflow.
More useful context.
Explore how Revenue.io can connect the work your team does with the Salesforce records it already trusts.
Call and capture.
Use Salesforce calling workflows and capture supported activity against customer records, reducing the manual work around the call.
Explore the capabilityWorkflow example Illustrative
Context
Dialing + Engagement + Conversation review
Start with the relevant Salesforce customer record.
Team action
Call and capture
Use Salesforce calling workflows and capture supported activity against customer records, reducing the manual work around the call.
Connected context and next actions
Your team defines the workflow and review criteria.
Engage with context.
Configure Guided Selling around Salesforce field context. Define outreach entry, exit, and handoff rules in your sales process.
Explore the capabilityWorkflow example Illustrative
Context
Dialing + Engagement + Conversation review
Start with the relevant Salesforce customer record.
Team action
Engage with context
Configure Guided Selling around Salesforce field context. Define outreach entry, exit, and handoff rules in your sales process.
Connected context and next actions
Your team defines the workflow and review criteria.
Coach the conversation.
Connect qualifying conversation review with scorecards and configured Moments guidance during supported calls.
Explore the capabilityWorkflow example Illustrative
Context
Dialing + Engagement + Conversation review
Start with the relevant Salesforce customer record.
Team action
Coach the conversation
Connect qualifying conversation review with scorecards and configured Moments guidance during supported calls.
Connected context and next actions
Your team defines the workflow and review criteria.
Review and act.
Bring conversation evidence, summaries, and next steps alongside Salesforce opportunity context so your team can decide what to do next.
Explore the capabilityWorkflow example Illustrative
Context
Dialing + Engagement + Conversation review
Start with the relevant Salesforce customer record.
Team action
Review and act
Bring conversation evidence, summaries, and next steps alongside Salesforce opportunity context so your team can decide what to do next.
Connected context and next actions
Your team defines the workflow and review criteria.
Built for Salesforce
Consolidate around your sales process.
Evaluate the capabilities you need together: calling, engagement, conversation intelligence, and coaching. Compare workflow coverage, administration, and total cost before deciding which tools to replace.
See the Salesforce advantageMap the customer context
Review the Salesforce objects, field values, ownership, and activity association your workflow needs.
Define the review process
Choose the connected channels, conversation criteria, recording settings, and access your team will use.
Plan the rollout
Confirm product licenses, configuration, adoption goals, and the reports your leaders will use.
From a customer
Hear it from the teams doing the work.
Hear how a customer describes the work, in their own words.
Explore customer stories“Being Salesforce-native, it integrated seamlessly with our existing processes. I really enjoy the flexibility to switch phone numbers effortlessly, which was important for our team transitioning from multiple systems. Its advanced features like AI summaries surpass those of other systems we considered.”
Laura Nohrer
Business Solutions Analyst, Block
Explore the platform
Go deeper on the workflow.
Explore the product capabilities, review package fit, and bring your Salesforce process to the demo.
The product workflow
See how Revenue.io connects calls, conversations, and next actions.
Explore the platformYour package requirements
Compare plans against the capabilities and configuration your team needs.
Review pricingSecurity and data handling
Review the available security materials with your operations and security teams.
Explore securityYour questions
A closer look at the fit.
Which sales tools can Revenue.io consolidate?
Bring dialing, sales engagement, conversation intelligence, and coaching together in a Salesforce-native revenue platform. Consolidate around the way your team sells.
Can we use our existing Salesforce workflow?
Salesforce provides the customer and opportunity context. Review your objects, fields, ownership rules, and activity association during evaluation, then configure supported workflows around your process.
Which conversations can our team review?
Supported call and meeting channels can provide recordings, transcripts, summaries, and scorecards for qualifying conversations. Availability depends on the products, channels, permissions, and settings you enable.
Will consolidation reduce our costs?
Compare your current licenses, integrations, administration, and migration requirements with the proposed Revenue.io package. The savings and tools you can replace depend on your required workflows and rollout plan.
How should we evaluate package fit?
Bring a representative customer workflow to the demo. Compare the capabilities, configuration, and package requirements needed to connect its steps, then review pricing with those requirements in mind.
Built around your team
Bring your workflow.
See what comes next.
Show us how your sales stack consolidation team works. We’ll walk through how Revenue.io can connect the conversation, Salesforce context, and the next action.
- Review a representative customer workflow.
- Explore the capabilities and configuration you need.
- Discuss rollout and package fit.