Explore Guided Selling

Prioritized Action List
Dynamically recommended next-best actions tailored by prospect fit, outreach history, and your sales playbook criteria.

Multichannel Engagement
Complete calls, emails, SMS texts, and LinkedIn touches from one unified workspace with no tab switching needed.

Integrated Communication via RingDNA
Calls and SMS use RingDNA, Revenue.io’s Salesforce-native communication hub.

CRM Context in a Single View
RingDNA surfaces full contact history, account insights, and AI-generated conversation summaries—all in one pane for intuitive engagement.

Personalized Email Steps
Required email steps appear pre-populated in the Engage view, tailored based on each prospect’s sequence stage.

Effortless Sequence Enrollment
Add prospects to playbooks automatically via defined criteria, reducing manual admin.

Built-In Sales Playbooks in Salesforce
Manage your outreach steps and sequences natively within Salesforce.

Entrance & Exit Criteria Logic
Automatically enroll appropriate leads and contacts; exit them when they no longer fit your funnel, keeping sequences clean and focused.

Drag‑and‑Drop Playbook Builder
Create and manage call, SMS, email, and task steps with a visual builder right inside Salesforce.

Automatic Engagement Logging
Every call, text, email, or task is tracked in Salesforce in real-time with no manual logging required.

Sequence Outcome Attribution
Revenue.io’s sequence model links outcomes, like meetings or deals, to specific sequences for clear attribution.

Revenue & Meeting Insights
See which sequences drive the most revenue or booked meetings to focus on what’s working.

Rep Task & Progress Dashboard
View today’s due actions, overdue tasks, and team-wide outreach progress in one centralized dashboard.

Email Performance Metrics
Identify which emails generate the most opens, clicks, and replies, enabling continuous optimization of your strategy.