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Use Case — Sales Engagement

AI-Powered Sales Engagement, Built on Salesforce

Do your reps know who to engage, what channels to use, and which products to sell? Revenue.io gives reps clear, prioritized guidance — revealing which leads and accounts are ready to buy, how to engage them, and what to pitch.

$300K
Increase in rep productivity*
120%
Quota attainment*
60%
Reduction in rep ramp time*
Today’s outreachGuided cadence
Acme Corp — Call now
High intent · approved talk track
90
Globex — Email step 2 due
Opened twice · approved template
66
Initech — Switch to SMS
No reply · try a new channel
32
Guided Selling
“Next best action: call Acme on the approved play.”

Trusted by teams at

SquareAmazon BusinessUnited RentalsAutodeskHPEBoston ScientificNerdWalletCencoraEmpower PharmacyFreshBooksDun & BradstreetBroadridge
Why engagement breaks down

Reps don’t know who to engage with, or how to engage them

Here are three problems we solve for sales teams every day. Revenue.io turns data from all your channels into prioritized, real-time guidance — so every rep engages the right accounts, on the right channel, with the right message.

×

Reps don’t know which leads to prioritize

Without a clear signal of intent, reps work the wrong accounts. Revenue.io moves the most sales-ready leads to the top of the queue.

×

Reps don’t follow the playbook

Outreach drifts off-process and results suffer. We keep reps on your customizable multi-channel playbooks for every target account.

×

Reps don’t use approved messaging

Off-brand, untested messaging costs deals. Templates for email, calls, and SMS keep reps on approved, proven messaging.

Guided Selling

Remove guesswork with proven sales playbooks

Increase productivity and improve results by showing reps who to sell to, how to reach out, and what to say — so every seller runs the plays that win.

  • Surface the next best action for every rep
  • Automate multi-channel cadences across phone, email, SMS
  • Keep reps on your customizable playbooks
  • Enforce approved, proven messaging templates
  • Drive consistent, scalable results across the team
Remove guesswork from sales →
Hot Leads

Prioritize the hottest inbound leads

Automatically surface leads that interact with ads, forms, content, and other channels that signal high intent — so reps always engage the prospects most ready to buy.

  • Capture intent across ads, forms, email, and content
  • Auto-surface the hottest leads in real time
  • Move sales-ready leads to the top of the queue
  • Route fast follow-up to lift win rates
  • Focus rep time on prospects likely to convert
Prioritize the hottest leads →
90 66 32
Moments™

Guide reps in real time to engage the right accounts

Revenue.io transforms data from all your channels into real-time guidance that helps reps have more personalized, more successful conversations with the right leads and accounts.

  • Live, in-the-moment guidance on every call
  • Personalize outreach with full channel context
  • Surface the right pain points and talk tracks
  • Handle objections and tough questions on the spot
  • Turn more conversations into qualified opportunities
Have more successful conversations →
Proof

Real teams, better engagement

See how revenue teams engaged the right accounts on the right channel and converted more of every lead.

Vagaro

70% more customer sign-ups

  • 70% increase in customer sign-ups over 6 months
  • Incomplete-trial conversion rose from under 10% to over 22%
  • 400% improvement in quota attainment
  • 2+ hours saved per week on manual upsell verification
Read the Vagaro story →
Jan Dils Attorneys at Law

20% more conversions across all lines of business

  • 20% increase in lead conversions
  • All three lines of business exceeded quota
  • Lead response became “almost instantaneous”
  • More client calls per day without new hires
Read the Jan Dils story →
SmartAsset

21 hours saved per user per month

  • 21 hours saved per user per month
  • Eliminated manual call QA with automated scorecards
  • Unified the entire tech stack into one platform
  • Renewed a multi-year partnership
Read the SmartAsset story →

Top-rated by customers & analysts

4.9 ★
AppExchange
4.8 ★
Gartner Peer Insights
4.7 ★
G2

Enterprise-grade security & compliance

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FAQ

Frequently asked questions

How does Revenue.io help reps know who to engage with?+
Revenue.io identifies high-intent leads and accounts by analyzing interactions with ads, content, and forms. It automatically prioritizes the most sales-ready leads so reps focus on the prospects most likely to convert.
Can Revenue.io guide reps on how to engage prospects?+
Yes. Revenue.io provides real-time guidance on the best channels, timing, and messaging, helping reps choose the most effective outreach across phone, email, and SMS to maximize engagement.
What is Revenue.io’s role in lead response and win rates?+
Revenue.io boosts lead response by instantly routing high-intent leads to the top of the rep’s queue. Fast follow-up significantly increases the chances of winning the deal.
How does Revenue.io ensure reps follow sales playbooks?+
Revenue.io enforces adherence to custom playbooks by automating outreach steps and guiding reps through multi-channel cadences, prompting them with exactly what to do next at every stage.
Does Revenue.io help with consistent messaging across reps?+
Yes. Revenue.io provides pre-approved messaging templates for calls, emails, and texts, so every rep stays on-brand and compliant while using messaging proven to drive results.

Ready to empower reps to engage the right accounts?

Automate outreach with AI-powered playbooks that prioritize high-intent leads and drive consistent, scalable results. Book a 30-minute demo.

Book a Demo