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 / SaaS & technology
Turn buyer interest into a connected sales motion.
Connect inbound response, outbound engagement, and conversation intelligence around the Salesforce records your SaaS team uses to build pipeline.
SDRs · Account executives · Revenue operations · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextDemo inquiry
SDRs · Account executives · Revenue operations
↓Connect the conversation to the customer
02 / Your Salesforce foundationRoute and engage in Salesforce
↓Context informs the next action
03 / Keep the work movingReview the opportunity and next action
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.
Respond to demand.
Use configured routing and Salesforce ownership to connect an inbound caller with the team responsible for the account.
Explore the capabilityWorkflow example Illustrative
Context
Demo inquiry
Start with the relevant Salesforce customer record.
Team action
Respond to demand
Use configured routing and Salesforce ownership to connect an inbound caller with the team responsible for the account.
Review the opportunity and next action
Your team defines the workflow and review criteria.
Engage the account.
Build outreach around Salesforce context with Guided Selling. Define sequence entry and exit criteria for your sales process.
Explore the capabilityWorkflow example Illustrative
Context
Demo inquiry
Start with the relevant Salesforce customer record.
Team action
Engage the account
Build outreach around Salesforce context with Guided Selling. Define sequence entry and exit criteria for your sales process.
Review the opportunity and next action
Your team defines the workflow and review criteria.
Coach the team.
Review qualifying calls and use configured guidance to help reps work through the questions buyers actually raise.
Explore the capabilityWorkflow example Illustrative
Context
Demo inquiry
Start with the relevant Salesforce customer record.
Team action
Coach the team
Review qualifying calls and use configured guidance to help reps work through the questions buyers actually raise.
Review the opportunity and next action
Your team defines the workflow and review criteria.
Inspect the deal.
Connect conversation evidence with the opportunity record and use it to examine objections, stakeholders, and next steps.
Explore the capabilityWorkflow example Illustrative
Context
Demo inquiry
Start with the relevant Salesforce customer record.
Team action
Inspect the deal
Connect conversation evidence with the opportunity record and use it to examine objections, stakeholders, and next steps.
Review the opportunity and next action
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect saas & technology 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“Revenue.io call data is something we could not live without. Thanks to Local Presence, our reps now spend twice as much time actually engaged with prospects by phone.”
Erik Kostelnik
Global Sales Director, Wrike
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 saas & technology teams using Salesforce?
Connect inbound response, outbound engagement, and conversation intelligence around the Salesforce records your SaaS team uses to build pipeline.
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 saas & technology 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.