Field conversations vanish
Reps do not write up notes after every visit, so what was discussed and what matters most disappears the moment the meeting ends.
Revenue.io / Dealerships
Carry the conversation from the showroom to the follow-up.
Connect supported showroom, virtual, and phone conversations with Salesforce context so your dealership sales team can follow through.
Sales representatives · Managers · Operations · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextShowroom or virtual conversation
Sales representatives · Managers · Operations
↓Connect the conversation to the customer
02 / Your Salesforce foundationCapture the buyer’s questions
↓Context informs the next action
03 / Keep the work movingPrepare the next follow-up
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.
Reps live away from the desk
Selling happens on the floor and over video, but a desk-bound CRM and dialer do not go where the deals actually happen.
Managers cannot ride along on every deal
With no record of in-person or virtual conversations, coaching is guesswork and best practices never spread across the team.
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.
Capture the conversation.
Use supported in-person capture to record qualifying conversations according to your team’s recording process.
Explore the capabilityWorkflow example Illustrative
Context
Showroom or virtual conversation
Start with the relevant Salesforce customer record.
Team action
Capture the conversation
Use supported in-person capture to record qualifying conversations according to your team’s recording process.
Prepare the next follow-up
Your team defines the workflow and review criteria.
Connect virtual meetings.
Connect supported meeting channels so virtual conversations can inform the same customer relationship.
Explore the capabilityWorkflow example Illustrative
Context
Showroom or virtual conversation
Start with the relevant Salesforce customer record.
Team action
Connect virtual meetings
Connect supported meeting channels so virtual conversations can inform the same customer relationship.
Prepare the next follow-up
Your team defines the workflow and review criteria.
Follow up with context.
Use summaries and next steps from qualifying conversations to prepare follow-up, with activity connected to Salesforce.
Explore the capabilityWorkflow example Illustrative
Context
Showroom or virtual conversation
Start with the relevant Salesforce customer record.
Team action
Follow up with context
Use summaries and next steps from qualifying conversations to prepare follow-up, with activity connected to Salesforce.
Prepare the next follow-up
Your team defines the workflow and review criteria.
Coach the sales team.
Review qualifying recordings and scorecards to coach discovery, objection handling, and next steps.
Explore the capabilityWorkflow example Illustrative
Context
Showroom or virtual conversation
Start with the relevant Salesforce customer record.
Team action
Coach the sales team
Review qualifying recordings and scorecards to coach discovery, objection handling, and next steps.
Prepare the next follow-up
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect dealerships sales activity with customer records, configured guidance, and conversation evidence. Define how your team captures, reviews, and uses that context.
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.
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.
How does Revenue.io support dealerships teams using Salesforce?
Connect supported showroom, virtual, and phone conversations with Salesforce context so your dealership sales team can follow through.
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.
What should we review before rollout?
Confirm product access, connected channels, user permissions, recording and data-handling settings, field mappings, and reporting needs. Your team should review the configuration against its own business requirements.
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 dealerships 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.