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Revenue for Customer Success

See Every Customer Signal Before It’s Too Late

With Revenue.io, Customer Success leaders get a platform that turns every conversation, email, and meeting into actionable insight.

Teams move from reactive renewals to proactive engagement that improves retention, drives expansion, and builds lasting customer value.

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$300K

Increase in Rep Productivity

360°

View of the customer

100%

Scoring of every call

▶ How Revenue works for customer success ▶ How Revenue works for customer success ▶ How Revenue works for customer success ▶ How Revenue works for customer success ▶ How Revenue works for customer success ▶ How Revenue works for customer success

Why Customer Success Teams Choose Revenue.io

Customer teams spend more time reacting to churn than identifying risk and expansion opportunities early

Revenue.io gives Customer Success leaders visibility into every customer interaction and health signal in Salesforce. Teams can spot risk before renewal, share insights with stakeholders, and focus on driving measurable value across every account.

AI Agents

Automate sales tasks, deliver instant insights, and guide next actions with purpose-built AI agents across every workflow.

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Salesforce Dialer

Call, connect, and convert faster with the #1 Salesforce-native dialer built for speed, accuracy, and call intelligence.

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Deal Execution

Drive consistent, predictable deal outcomes with AI that guides next steps, reinforces methodology, and accelerates win-rates.

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Sales Engagement

Plan, automate, and personalize every touchpoint with guided cadences that boost response rates and deal conversion.

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Conversation Intelligence

Record, analyze, and coach every conversation with AI that identifies key moments, objections, and winning behaviors.

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Real-Time Guidance

Deliver live, in-call guidance powered by AI that helps every rep handle objections, follow cues, and close with confidence.

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Rep Coaching

Evaluate, guide, and upskill every rep with AI-driven feedback and performance analytics that turn insights into action.

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Sales Forecasting

Improve forecast accuracy with real-time deal insights and AI-driven visibility into every opportunity in Salesforce.

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Lead Response

Connect every lead with call tracking, routing, and automation that turn inbound interest into immediate sales engagement.

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Powering the World’s Leading Revenue Organizations on Salesforce with Revenue.io

Account Health Built on Real Customer Activity

CUSTOMER VISIBILITY

Revenue.io captures every call, email, and meeting automatically so Customer Success teams can see account engagement, usage signals, and sentiment in real time all inside Salesforce.

Captures customer interactions

Syncs data to Salesforce

Tracks engagement trends

Highlights at-risk accounts

Improves renewal accuracy

Salesforce advantage

Early Warnings Built on Real-Time Account Insights

PROACTIVE SUCCESS

Revenue.io gives CSMs early visibility into renewal risk and expansion potential through AI-driven signals and conversation analytics, helping teams act before issues escalate.

Identifies renewal risks

Detects upsell potential

Analyzes call sentiment

Flags churn indicators

Automates account alerts

CS playbooks

Expansion Opportunities Built on Proven Success Outcomes

CUSTOMER VALUE

Revenue.io helps CSMs run data-backed business reviews and success plans with AI summaries, performance tracking, and proving value to accelerate renewals and growth.

Generates AI summaries

Create mutual success plans

Connects usage to ROI

Shares insights with execs

Supports expansion strategy

See the platform

See a 2-minute Revenue.io Demo in Action

Why Success Teams Choose Revenue

VP Success

Tommy McNulty

VP, Sales & Customer Success @ Fundera

“Revenue.io is the very first sales system that I have just been unequivocally happy with and would recommend to everyone.”

Enablement VP

Susan Hopper

VP Sales Enablement@ HireRight

“Account Management is spending less time on administrative tasks and follow up and focusing more on the high-value aspects of the job.”

CS Director

Holly Bledsoe

Director of Customer Success @ OrthoFX

“Patient and rep relationships have improved dramatically because all of the information is in one place, including activities, tasks, and notes.”

4.9

AppExchange

4.8

Gartner

4.7

Trusted by Leading Revenue Teams

Top-rated across all major platforms, Revenue.io delivers proven results for revenue organizations worldwide.

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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.

Frequently Asked Questions

How does Revenue.io give Customer Success a complete view of each account in Salesforce?

Revenue.io centralizes customer conversations, emails, and meetings inside Salesforce so CSMs can review engagement history alongside account records.

Because data capture runs automatically, teams see a single timeline of interactions without manual logging. This helps Customer Success understand sentiment, activity levels, and stakeholder involvement at a glance.

With everything in one place, CSMs can prepare for renewals, business reviews, and escalations using current information pulled directly from daily customer activity.

Can Revenue.io help CSMs identify renewal risk earlier?

What makes Revenue.io different for Customer Success teams that work in Salesforce?

Revenue.io operates inside Salesforce, which keeps customer data, workflows, and permissions aligned with the CRM.

This means:
- All interactions link to accounts, contacts, and opportunities
- Alerts and tasks follow your Salesforce rules and processes
- Reports and dashboards reflect the same source of truth used by Sales and RevOps

Because Customer Success is working where the rest of the GTM team operates, it is easier to share insights and coordinate renewal and expansion plans.

How does Revenue.io automate Customer Success workflows without adding admin work?

Revenue.io reduces manual effort by capturing calls, emails, and meetings and then updating Salesforce automatically.

Common automations include:
- Creating follow-up tasks from meetings or call outcomes
- Routing alerts to owners when risk or opportunity signals appear
- Scheduling reports and summaries for account reviews

These workflows help CSMs spend more time with customers and less time updating systems.

How does Revenue.io support QBRs, EBRs, and ongoing value communication?

Revenue.io turns conversations and engagement data into clear insights that support business reviews and success plans.

CSMs can generate meeting summaries, highlight outcomes, and tie activity back to goals, making it easier to show progress and align on next steps with customers and internal stakeholders.

This continuous visibility helps teams document value, coordinate with executives, and identify expansion opportunities based on proven results.

Revenue for Customer Success

See Every Customer Signal Before It’s Too Late

$300K

360°

100%

Why Customer Success Teams Choose Revenue.io

Customer teams spend more time reacting to churn than identifying risk and expansion opportunities early

Powering the World’s Leading Revenue Organizations on Salesforce with Revenue.io

Account Health Built on Real Customer Activity

Early Warnings Built on Real-Time Account Insights

Expansion Opportunities Built on Proven Success Outcomes

See a 2-minute Revenue.io Demo in Action

Why Success Teams Choose Revenue

Tommy McNulty

Susan Hopper

Holly Bledsoe

Trusted by Leading Revenue Teams

Enterprise-Grade Security & Compliance

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Frequently Asked Questions