Leads are expensive and go cold fast
Paid and aggregator leads cost real money. Slow callbacks waste ad spend and hand the appointment to a competitor.
Revenue.io / Home improvement
Connect the appointment setter to the in-home sale.
Bring inbound response, appointment-setting calls, and field conversation context together for home improvement teams using Salesforce.
Appointment setters · In-home sales · Operations · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextHomeowner inquiry
Appointment setters · In-home sales · Operations
↓Connect the conversation to the customer
02 / Your Salesforce foundationSet the appointment with context
↓Context informs the next action
03 / Keep the work movingCarry the conversation to the field rep
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.
Setters and in-home closers are disconnected
The call center sets the appointment and a field rep closes in the home, but context and data do not follow the customer between them.
High volume, high compliance risk
Home improvement outbound is a top TCPA and DNC exposure area, and coaching a large setter floor by hand does not scale.
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 inquiries.
Use configured inbound routing to connect a homeowner inquiry with the responsible appointment-setting team.
Explore the capabilityWorkflow example Illustrative
Context
Homeowner inquiry
Start with the relevant Salesforce customer record.
Team action
Respond to inquiries
Use configured inbound routing to connect a homeowner inquiry with the responsible appointment-setting team.
Carry the conversation to the field rep
Your team defines the workflow and review criteria.
Support your setters.
Work through Salesforce calling lists and use configured Moments guidance during supported appointment-setting calls.
Explore the capabilityWorkflow example Illustrative
Context
Homeowner inquiry
Start with the relevant Salesforce customer record.
Team action
Support your setters
Work through Salesforce calling lists and use configured Moments guidance during supported appointment-setting calls.
Carry the conversation to the field rep
Your team defines the workflow and review criteria.
Connect in-home selling.
Capture supported in-person conversations and keep their context available alongside the customer record.
Explore the capabilityWorkflow example Illustrative
Context
Homeowner inquiry
Start with the relevant Salesforce customer record.
Team action
Connect in-home selling
Capture supported in-person conversations and keep their context available alongside the customer record.
Carry the conversation to the field rep
Your team defines the workflow and review criteria.
Coach the whole team.
Review qualifying conversations from inside and field teams against the criteria your managers define.
Explore the capabilityWorkflow example Illustrative
Context
Homeowner inquiry
Start with the relevant Salesforce customer record.
Team action
Coach the whole team
Review qualifying conversations from inside and field teams against the criteria your managers define.
Carry the conversation to the field rep
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect home improvement 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“I had Revenue.io at my last company and knew I couldn't run a sales team without it. We just finished implementing it at my new place. The AI insights blow my mind, and the support is unmatched. We're already seeing huge efficiency and performance gains.”
Matar Estikangi
Director of National Inside Sales Operations, Renovo Home Partners
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 home improvement teams using Salesforce?
Bring inbound response, appointment-setting calls, and field conversation context together for home improvement teams using Salesforce.
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 home improvement 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.