(888) 815-0802
Revenue.io vs Revenue Grid
Revenue Grid captures activity. Revenue.io helps reps execute in real time.
Revenue Grid focuses on Salesforce activity capture, engagement signals, and pipeline visibility. It surfaces trends and alerts, but reps still rely on separate tools to execute calls, engagement, and coaching.
Revenue.io unifies dialing, sequences, coaching, deal intelligence, and AI guidance inside Salesforce and beyond, so reps act in real time with one connected workflow and cleaner CRM data.
Why Teams Choose & Switch to Revenue.io
Turn signals into action without adding more tools
Revenue Grid focuses on Salesforce activity capture, engagement signals, and pipeline visibility. It helps improve CRM data quality and surface trends, but many teams still rely on separate tools for dialing, live call guidance, and coaching to execute their sales process.
Revenue.io brings dialing, sequences, coaching, and deal intelligence together inside Salesforce and beyond so insights turn directly into action. Reps get real time guidance on every conversation, managers get cleaner data, and teams execute the entire sales process without stitching together multiple systems.
Everything recorded to Salesforce, not layered on top
Revenue.io is fully Salesforce-native, so calls, sequences, coaching, AI insights, and workflows live exactly where reps already work. No inbox overlays. No parallel workflows. Just one system of action and record.
Guidance while the call is still happening
Revenue Grid flags issues and risks after the fact. Revenue.io guides reps in real time with live prompts, objection handling, competitive talk tracks, and compliance alerts that appear exactly when they matter.
One execution platform instead of multiple tools
Revenue Grid still requires separate tools for dialing, engagement, and follow-up execution. Revenue.io unifies dialer, sequences, conversation AI, coaching, and automation into one platform inside Salesforce, reducing complexity and cost.
Hundreds of Salesforce customers choose Revenue.io
to capture interactions, coach live, and forecast confidently.
What’s the difference between
Revenue Grid and Revenue.io?
Revenue Grid is a Salesforce-focused revenue intelligence platform designed around activity capture, pipeline visibility, and process enforcement. It helps sales leaders improve CRM hygiene, monitor deal progress, and surface signals about risk and rep behavior. However, Revenue Grid largely operates as an operational layer around Salesforce, with reps still relying on separate tools for dialing, engagement, live coaching, and executing sales conversations.
Revenue.io takes a different approach. It brings dialing, sequencing, real-time call guidance, coaching, and AI-driven deal intelligence directly inside Salesforce, supporting reps before, during, and after every interaction. This unifies execution and intelligence in one place, reduces tool sprawl, and helps teams improve performance in the moment—not just analyze it after the fact.
“The platform has the rare combination of pleasing both end-users and managers alike. In short, Revenue.io provides a huge strategic advantage to my org.”
Here’s a side-by-side comparison of Revenue.io vs Revenue Grid:
| Category | Revenue.io | Revenue Grid |
|---|---|---|
| Best For | Salesforce-centric sales teams that want dialing, engagement, real-time coaching, deal execution, and revenue intelligence unified in one Salesforce-native platform focused on rep execution and performance. | Mid-market and enterprise B2B sales organizations that prioritize CRM hygiene, activity capture, pipeline visibility, and process enforcement, especially in complex or regulated environments. |
| CRM Integration | One hundred percent Salesforce native. Calls, emails, texts, tasks, sequences, AI insights, and deal scores are written directly into Salesforce with no shadow database or parallel UI. | Deep Salesforce integration that automatically captures and logs activities, but operates as a layer over Salesforce with inbox sidebars, plugins, and additional workflows outside the core CRM experience. |
| Real-Time Coaching | Moments delivers live, in-call guidance with objection prompts, competitive cues, compliance alerts, talk track reminders, and behavioral coaching, all driven by Salesforce deal and account context. | Revenue Signals provide contextual nudges and guided selling alerts tied to activity patterns and process milestones, rather than live conversational guidance during calls. |
| Dialing / Telephony | RingDNA is an enterprise-grade, Salesforce-native dialer with click-to-call, power dialing, local presence, voicemail drop, SMS/MMS, intelligent routing, IVR, call recording, and automatic logging. | Provides dialing through a built-in dialer powered by Twilio and integrations with third-party phone systems, supporting click-to-call, call logging, voicemail drop, and SMS. |
| Sales Engagement | Guided Selling runs omnichannel cadences directly in Salesforce, combining calls, emails, SMS, tasks, inbound follow-up, and AI-prioritized next actions with all engagement tied to CRM records. | Offers sales engagement with sequences across email, calls, and SMS, often executed through layered workflows, inbox plugins, and CRM-adjacent interfaces. |
| AI Ask Anything / Natural Language Q&A | Ask Revenue lets users ask natural-language questions about calls, opportunities, and accounts using Salesforce data and conversation transcripts to surface risks, insights, and next steps. | AI Mentor allows reps and managers to ask questions about pipeline health, deal risk, activity gaps, and coaching needs, synthesizing answers from captured CRM activity and analytics. |
| Conversation Intelligence | Conversation AI records and transcribes calls, generates summaries, delivers AI coaching feedback, and feeds insights directly into deal health scores, scorecards, and revenue dashboards inside Salesforce. | Provides conversation intelligence with recording, transcription, summaries, and analytics that inform coaching dashboards and process insights rather than live execution. |
| Deal Execution | Uses deal health scoring, AI coaching feedback, Ask Revenue, and forecasting insights to guide reps before, during, and after calls, turning insight directly into next-best actions inside Salesforce. | Supports deal execution through alerts, deal inspection views, and guided selling signals that highlight overdue steps and stalled deals. |
| Sales Forecasting | Revenue Forecast Analyzer enriches Salesforce forecasts using activity and conversation signals to highlight execution risk and guide forecast accuracy. | Forecasting is supported through pipeline visibility and deal risk indicators but is not the platform’s primary or flagship capability. |
| Lead Response and Inbound | Hot Leads and CallerDNA automate speed-to-lead, inbound routing, dynamic prioritization, and immediate rep connection with real-time guidance and full Salesforce logging. | Supports inbound response through engagement sequences and activity triggers, with routing dependent on integrated dialing systems. |
| Revenue Intelligence | Revenue Insights aggregate call data, engagement activity, and Salesforce pipeline context to show what drives outcomes, where deals stall, and how execution impacts revenue. | Revenue intelligence centers on pipeline health, activity coverage, process adherence, and risk detection across the sales cycle. |
| Scorecards | Generative Scorecards automatically evaluate every call and opportunity against behavioral, conversational, and deal criteria to surface coaching needs and execution gaps. | Performance dashboards and analytics correlate activity and outcomes, with scoring tied primarily to process milestones and activity patterns. |
| Sales Methodology Coaching | AI Coaching Feedback and scorecards evaluate calls and deals against your sales methodology, delivering structured, actionable feedback directly to reps inside Salesforce. | Reinforces methodology adherence by tracking CRM fields and required steps, flagging gaps through alerts and inspection views. |
| Summaries | Automated summaries capture calls, meetings, and opportunity updates and generate follow-up emails and notes directly in Salesforce, eliminating manual admin work. | Automatically captures and summarizes activities and meetings to improve CRM completeness and reduce data entry. |
| AI Capabilities | Unified AI across real-time coaching, conversation intelligence, deal guidance, forecasting, summaries, and natural-language Q&A, all trained directly on Salesforce data and live conversations. | AI focused on activity capture, deal risk detection, coaching insights, pipeline analysis, and natural-language queries, optimized for data accuracy and process enforcement. |
"After evaluating the market twice, at two fast-growing companies, I chose Revenue.io both times over Salesloft. The platform’s depth, adaptability, and long-term value consistently outpaces the competition."
Joseph Monahan, VP of Sales and Business Development, Ylopo
Revenue.io is built for Salesforce
Revenue Grid focuses on activity capture, CRM hygiene, and pipeline visibility. It helps leaders enforce process, improve data quality, and surface deal risk signals, but it operates as a layer around Salesforce rather than a complete execution platform. Sales teams still rely on separate tools for dialing, live call guidance, and end-to-end sales execution.
Trust & Secure Your Salesforce Data with Revenue.io
Revenue.io Enterprise Security & Ratings
Trusted by Leading Revenue Teams
Top-rated across all major platforms, Revenue.io delivers proven results for revenue organizations worldwide.
✓
✓
✓
✓
✓
✓Enterprise-Grade Security & Compliance
Industry-leading compliance and safeguards. Keep your data protected and your team compliant with HIPAA, TCPA, GDPR, CCPA, CPRA, and SOC 2.
One Salesforce-native platform to power
your entire revenue team
Consolidate your tools and accelerate results with the complete revenue orchestration platform built for Salesforce.
