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What is Revenue.io?

Every sales conversation.
One connected platform.

Revenue.io is the Salesforce-native revenue orchestration platform that brings dialing, sales engagement, real-time coaching, conversation intelligence, and AI together.

Built around your Salesforce data. Designed for how your team sells.

Salesforce at the center

Chosen by teams that
run on Salesforce.

SquareHewlett Packard EnterpriseUnited RentalsDun & Bradstreet

The platform, explained

Connect the work.
Keep the context.

Revenue orchestration means connecting what reps do, what buyers say, and what happens next. Revenue.io brings those pieces into one sales workflow, with Salesforce as the system of record.

Reps can reach buyers, get guidance during conversations, and move the next step forward. Managers can coach from real conversations. Revenue leaders can see the activity and deal signals behind their pipeline.

Salesforce-native by design

Your CRM is the foundation.

Calls, messages, and meetings connect to Salesforce records. Your fields, activity history, and pipeline give the platform the context to guide your team.

Explore the Salesforce advantage
Leads & contacts
Accounts & opportunities
Tasks & events
Fields & workflows

One connected view of activity, conversations, and deals

Before. During. After.

Support the sale.
At every moment.

Explore how one conversation becomes a connected workflow, from the first action to the next step.

Know who to contact.
And why now.

Guided Selling brings prioritized actions and multichannel outreach into Salesforce. RingDNA helps reps call and text with the account context they need, while CallerDNA connects inbound calls to their source and the right rep.

Explore Guided Selling
A connected sales day Illustrative workflow
Respond to an inbound leadSee the campaign and Salesforce record.
Context
Prepare for an account callReview activity and the next action.
Focus
Keep the sequence movingCall, email, and text from one workflow.
Action

Give reps guidance
while it can help.

Moments™ surfaces talk tracks, battlecards, checklists, and objection-handling guidance as calls and video meetings happen. Reps get support in the conversation; managers get a way to reinforce their team’s playbook.

Explore Moments
Moments in action Illustrative workflow

“How would this work with our Salesforce process?”

A useful cue, at the right moment

Explore their current workflow. Ask which fields and handoffs the team relies on today.

Your playbook + conversation cues + Salesforce context.

Capture the conversation.
Move the deal forward.

Conversation AI turns recordings into summaries, scorecards, and coaching feedback. Revenue AI surfaces account and opportunity context. Conversation Agents extract structured insights and update configured Salesforce fields.

Explore Conversation Agents
From conversation to next step Illustrative workflow
A summary with the key contextNeeds, objections, and agreed next steps.
Capture
Feedback against your methodologyMake the next coaching session specific.
Coach
Structured insights in SalesforcePut conversation evidence to work.
Act

What’s inside

One platform.
Three connected capabilities.

Communications, engagement, and AI-powered coaching and intelligence work together across your sales motion.

01 / COMMUNICATIONS & ENGAGEMENT

Connect & engage.

Bring calling, inbound routing, and multichannel outreach into a workflow built around Salesforce.

02 / COACHING & ENABLEMENT

Coach & improve.

Support reps in live conversations, evaluate their approach, and help them practice before the next call.

03 / AI & REVENUE INTELLIGENCE

Capture & act.

Connect conversation evidence to coaching, follow-up, deal health, and pipeline visibility.

Salesforce at the center. Selling wherever you are.

Connect phone calls, video meetings, mobile work, and in-person conversations to the same revenue workflow.

One team. Shared context.

Better execution for reps.
Better visibility for leaders.

For sales reps

Stay focused on
the next conversation.

Prioritize outreach, prepare with context, get live guidance, and spend less time documenting what happened.

Revenue.io for account executives
For managers & enablement

Make coaching
specific and repeatable.

Use conversation evidence, automated scorecards, and practice to reinforce the behaviors your methodology calls for.

Explore sales coaching
For leaders & revenue operations

See the signals
behind your pipeline.

Connect rep activity and buyer conversations to Salesforce records, deal health, reporting, and forecasting insights.

Revenue.io for revenue operations

Built for real sales teams

A platform your team
can put to work.

From global enterprises to growing Salesforce teams, customers use Revenue.io to connect sales activity, coach their people, and understand what moves opportunities forward.

Explore customer stories
Hewlett Packard Enterprise400%

more sales opportunities reported by HPE.

HPE rolled out Revenue.io to help its global sales teams increase quality conversations, improve activity visibility, and work within its Salesforce environment.

Read HPE’s story

Customer-reported result from the published HPE case study. Results vary by team and implementation.

A few clear answers

What to know
about Revenue.io.

What does “revenue orchestration” mean?

It means connecting sales execution, conversations, and next steps in one workflow. Revenue.io brings together dialing, engagement, coaching, conversation intelligence, and AI so the context from one interaction informs the next action.

How does Revenue.io work with Salesforce?

Revenue.io is Salesforce-native. Sales activity connects to your Lead, Contact, Account, and Opportunity records, while Salesforce fields and pipeline context inform guidance and automation. Salesforce remains the system of record. Explore the Salesforce architecture.

Does the platform work beyond phone calls?

Yes. Revenue.io supports sales workflows across calls, email, SMS, video meetings, mobile, and in-person interactions. Moments provides guidance on supported phone calls and video meetings. Mobile and in-person meeting capabilities extend conversation capture beyond the desktop.

How is live guidance different from post-call analysis?

Moments surfaces relevant guidance while a conversation is happening. Conversation intelligence, summaries, and scorecards help teams review what happened afterward. Revenue.io connects both, so teams can support the current conversation and improve the next one.

Who is Revenue.io designed for?

Revenue.io is designed for Salesforce sales organizations, including growing and enterprise teams with 15 or more seats. It supports sales development, account executives, managers, enablement, and revenue operations. A demo is the best way to assess your workflow and product requirements.

See your sales motion, connected

Bring your workflow.
We’ll show you the connection.

See how Revenue.io brings your Salesforce data, sales conversations, and next steps together. Start with the workflow that matters most to your team.

Book a demo

A practical look at the platform, tailored to your team.