Orchestrate Your Entire Revenue Process

One click dials from the Guided Selling queue directly into the RingDNA dialer. Local Presence provisions a local area code number across 40+ countries — driving up to 400% more conversations answered. When no one picks up, reps drop a pre-recorded voicemail with a single click and move to the next lead automatically.

Moments™ monitors every live call and video meeting. The instant a competitor is mentioned, an objection surfaces, or a qualifying question goes unasked, a targeted notification fires in the rep’s dialer. Battlecards, talk tracks, checklists — delivered in the moment, not in a post-call debrief that’s too late to change anything.

The call ends. Conversation AI processes the recording — transcription, sentiment, talk metrics, keyword detection — all stored in Salesforce. A Conversation Summary generates automatically: key topics, objections, competitive intel, and agreed next steps. Reps prep for the follow-up without replaying the recording. Managers triage without listening end-to-end.

Revenue AI scores the call against your defined methodology and delivers a coaching card: what the rep did well, where they fell short, and exactly what to do differently next time — linked to specific transcript moments. Managers see a summary before 1:1s. Reps self-coach at scale without waiting for feedback.

Conversation Agents extract objections, next steps, and competitive mentions from every call — writing results to Salesforce fields automatically. Deal Health Scores update daily, pulling from CRM data, activity signals, engagement recency, and actual conversation content — so leaders see pipeline risk before it becomes missed quota.

Field reps dial, text, and handle inbound calls from the iOS app with everything auto-logged to Salesforce. When the rep walks into a prospect meeting, they tap record in the Meetings tab — speaker diarization identifies who said what, and the full transcript, AI summary, and coaching feedback land in Salesforce automatically after the meeting ends.

Revenue AI isn’t a generic model dropped onto your CRM. It’s trained on your actual Salesforce data — your fields, your pipeline, your conversations, your rep behaviors. Scorecards grade calls against your defined methodology. Coaching feedback references your playbooks. Deal Health pulls from your Opportunity history and actual conversation transcripts, not just stage and close date.

Every opportunity is scored 0–100 and updated daily. The score pulls from engagement recency, deal stage progression, activity patterns, stakeholder coverage, and — uniquely — what was actually said on calls. Unresolved objections, stalled engagement, missing contact roles, declining sentiment: all factored in. Clari scores deals on CRM fields alone. Revenue.io scores them on reality.

Conversation Agents build a structured layer of intelligence across your entire conversation corpus — automatically. After every call, agents extract objections, next steps, competitor mentions, and business impact statements, writing results directly to Salesforce fields. Managers see trending objections across the team, track competitive patterns, and update playbooks based on what’s actually happening in the field — not what reps self-report.

Ask Anything lets reps and managers query any account, opportunity, or conversation in plain English — and get grounded, cited answers from real Salesforce and conversation data. “What objections have come up across calls on this deal?” “Who are the key stakeholders and what do they care about?” “What changed since the last stage update?” Every answer is constrained to data the user already has access to. No hallucinations. No data elevation.

The Revenue Intelligence Package installs directly in Salesforce — 140+ pre-built reports across 20+ dashboards covering call activity, pipeline health, rep performance, coaching frequency, conversation quality, and deal progression. The X-Ray leaderboard ranks reps by won revenue and compares behaviors between top, middle, and bottom performers. The Won/Loss Dashboard connects engagement patterns to deal outcomes with AI-generated insights.

Next best actions surface across the platform — in Guided Selling’s Engage View, on the Contacts Page, in Opportunity Summaries, and inside Conversation AI. Reps see which leads to prioritize, which deals need immediate attention, which contacts are going cold, and what specific action to take next — driven by engagement signals, deal health, conversation insights, and Salesforce pipeline data combined.