See the workflow
Watch short product videos for calling, Guided Selling, Moments, coaching, and forecasting. Start with the workflow your team needs to improve.
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Revenue Orchestration Platform
Your Salesforce sales workflow.
A more connected next move.
Call, follow up, coach, and review pipeline with a connected revenue platform built for Salesforce teams. Give reps relevant guidance and give managers conversation evidence—then turn both into a clear next action.
Explore Revenue.io
Choose the next step that answers your buying question.
See the product first, compare the required package, or bring your own workflow to a focused demonstration.
Understand the package
Review the platform plans and confirm products, paid roles, channels, implementation, and usage in your quote.
Compare plans and scope →Test your scenario
Bring a Salesforce record, a representative conversation, and the follow-up you want the rep to complete. Ask to see the proposed setup.
Book a workflow demo →The connected workflow
Support the rep before, during, and after the conversation.
Revenue.io connects sales execution, conversation evidence, and manager review for Salesforce teams. Choose the capabilities your workflow needs; availability depends on licensed products, channels, access, and configuration.
Guide the live conversation
Moments surfaces configured prompts or resources during supported conversations. Define the trigger, relevant Salesforce conditions, and what a useful response looks like.
Explore Moments →Work from Salesforce context
Connect supported activities to the intended Salesforce record. Validate field mappings, matching rules, permissions, and exception handling with your administrator.
See the Salesforce workflow →Evaluate tool consolidation
Compare your current stack with the proposed configuration. Count savings only for licenses you can actually retire, including migration and administration costs.
Build the consolidation case →Coach with evidence
Use configured scorecards to review eligible conversations against your rubric. Calibrate the results and help managers coach one observable behavior at a time.
Explore scorecards and coaching →Review conversation context
Use available summaries and conversation evidence to investigate buyer questions and follow-up. Verify generated answers against the source and the product scope you license.
Explore conversation intelligence →Give follow-up an owner
Organize eligible records and outreach steps around clear entry, exit, and handoff rules. Test replies, owner changes, and failed actions before expanding.
Explore Guided Selling →What to verify
Four reasons to evaluate the connected workflow.
A strong evaluation demonstrates your actual call, record, manager decision, and next action. Use the same acceptance criteria for every proposed platform.
Salesforce context at the point of work
Start from a representative Lead, Contact, or Opportunity. Complete the supported interaction, inspect where the activity lands, and check the next owner.
Ask your administrator: Which objects, fields, permissions, and connected services are required? What happens when matching or an update fails?
Guidance while the conversation is happening
Use a realistic objection or discovery cue to test a configured Moments prompt. Review relevance and timing with the rep rather than assuming any prompt improves the call.
Example to test: a pricing objection at the appropriate deal stage, followed by a useful question and recorded next step.
Conversation evidence for coaching and deal review
Give the manager a supported recording and the relevant CRM context. Ask them to find the evidence, review a score, and assign a specific follow-up.
Check: access, recording coverage, rubric configuration, AI licensing, and how a person corrects a misleading output.
Calling and follow-up in one evaluation
Test the number regions, call direction, transfer, recording access, and follow-up needed by your team. Separate a sales-calling requirement from a contact-center project.
Check: number availability or porting, connected channels, recording setup, usage, and implementation ownership.
Compare your options
Compare the complete workflow and proposed package.
Use the current comparison guides to distinguish product scope, setup requirements, and buying criteria. A vendor name alone does not tell you which capabilities are included.
Revenue.io vs. Gong
Compare calling, conversation review, live guidance, engagement, and forecasting requirements in the proposed packages. Use your own record and call scenario.
Compare Revenue.io and Gong →Revenue.io vs. Outreach
Evaluate the rep task flow, supported channels, Salesforce record updates, manager coaching, and the administration required for your motion.
Compare Revenue.io and Outreach →Revenue.io vs. Clari
Separate forecasting and pipeline inspection from calling, coaching, and sales engagement. Confirm which products support each job in your evaluation.
Compare Revenue.io and Clari →Switch to Revenue.io Today
“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 at Ylopo
Team and operating fit
Start with your team’s operating requirements.
Team size alone does not establish fit. Bring the Salesforce setup, channels, manager workflow, and product scope you need; confirm current seat and package requirements before planning a rollout.
Enterprise teams
Agree on regional calling needs, Salesforce access, rollout ownership, and manager review. Test representative records and exception paths before expanding.
Explore enterprise requirements →Mid-market teams
Prioritize one connected calling, follow-up, or coaching workflow. Pilot it with a defined team and compare work completed, errors, and qualified next steps.
Explore mid-market workflows →Smaller Salesforce teams
Check current seat requirements, required products, and administration needs. Confirm that the proposed configuration fits your team rather than assuming a smaller headcount means a lighter rollout.
Check package and team fit →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.
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