Inquiries go cold fast
Prospective students who fill out a form expect a quick call back. Slow follow-up hands the enrollment to whoever reaches them first.
Revenue.io / Education & EdTech
Connect the inquiry to a thoughtful next step.
Give enrollment and education sales teams a Salesforce-native workflow for timely outreach, consistent advising, and useful conversation context.
Enrollment teams · Advisors · Operations · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextProspective student inquiry
Enrollment teams · Advisors · Operations
↓Connect the conversation to the customer
02 / Your Salesforce foundationConnect with the assigned advisor
↓Context informs the next action
03 / Keep the work movingPrepare the next advising conversation
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.
High lead volume, no way to prioritize
Advisors juggle hundreds of inquiries across disconnected calling, texting, and logging tools, so the best-fit students slip through.
Advising quality has to stay consistent
With hundreds of students per advisor, reviewing and coaching every conversation by hand is impossible, so the experience varies.
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.
Respond to interest.
Use configured routing and customer context to connect an inquiry with the team responsible for the relationship.
Explore the capabilityWorkflow example Illustrative
Context
Prospective student inquiry
Start with the relevant Salesforce customer record.
Team action
Respond to interest
Use configured routing and customer context to connect an inquiry with the team responsible for the relationship.
Prepare the next advising conversation
Your team defines the workflow and review criteria.
Organize outreach.
Work through Salesforce calling lists and configure outreach sequences around your enrollment process.
Explore the capabilityWorkflow example Illustrative
Context
Prospective student inquiry
Start with the relevant Salesforce customer record.
Team action
Organize outreach
Work through Salesforce calling lists and configure outreach sequences around your enrollment process.
Prepare the next advising conversation
Your team defines the workflow and review criteria.
Support your advisors.
Review qualifying conversations and surface configured guidance to support consistent answers and thoughtful next steps.
Explore the capabilityWorkflow example Illustrative
Context
Prospective student inquiry
Start with the relevant Salesforce customer record.
Team action
Support your advisors
Review qualifying conversations and surface configured guidance to support consistent answers and thoughtful next steps.
Prepare the next advising conversation
Your team defines the workflow and review criteria.
Keep the context.
Capture supported activity and make summaries available for the advisor who continues the conversation.
Explore the capabilityWorkflow example Illustrative
Context
Prospective student inquiry
Start with the relevant Salesforce customer record.
Team action
Keep the context
Capture supported activity and make summaries available for the advisor who continues the conversation.
Prepare the next advising conversation
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect education & edtech 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.
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“Coaching is really important for our team. We work with hundreds of different students, and we need to provide a top-notch experience for every one and stay consistent in our advising.”
Gina Mahfood
Director of Enrollment Services, CEA Study Abroad
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 education & edtech teams using Salesforce?
Give enrollment and education sales teams a Salesforce-native workflow for timely outreach, consistent advising, and useful conversation context.
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 education & edtech 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.