Help before the opportunity passes.
Respond to an objection, remember a qualifying question, or reset the pace while the conversation is still happening.
Moments / Real-time sales coaching
The right guidance.
While the buyer is still talking.
Moments puts your team’s best responses, resources, and reminders in front of reps during live conversations. Combine conversation triggers with Salesforce context to make the guidance relevant to the deal.
Built for Salesforce teams. Designed for the moment that matters.
Live conversationIllustrative example
BBuyer · live transcript
“I’m not sure we can justify the price.”
Phrase match: pricing objection · Salesforce stage: Negotiation
Moments Live guidance
Bring the conversation back to value.
Ask which outcome matters most. Connect your approved value story to the buyer’s priority.
↗ Value conversation guideAsk which outcome matters mostCovered
RRep · discovery conversation
An important discovery question hasn’t been asked.
Missing phrase: agreed time window · Salesforce stage: Discovery
Moments Live guidance
Understand the buying timeline.
Ask: “When would you need a solution in place?” Give the rep a reminder before the conversation moves on.
Confirm the decision timelineCovered
RRep · live conversation
The rep has been speaking without a pause.
Etiquette trigger: your configured monologue threshold
Moments Live guidance
Make space for the buyer.
Pause and ask: “How does that compare with what your team needs?” Help reps build better conversational habits.
Invite the buyer to respondCovered
Conversation cue → Guidance → Action
Illustrative workflow · Guidance and completion phrases are configured by your team.
See it in action
See Moments guide a live conversation.
Watch how Moments brings timely guidance and resources into the conversation.
What Moments does
Turn your playbook into help in the conversation.
A great answer buried in a document can’t help a rep who needs it now. Moments listens for configured cues in supported live conversations and surfaces the guidance your team has prepared.
Reps get a focused prompt, a useful resource, or a checklist. Leaders get a way to reinforce coaching without sitting on every call.
Make guidance specific to the situation.
Add standard or custom Salesforce field conditions to a conversation trigger. Tailor the response to the stage, account, or customer context.
Put your approved guidance to work.
Configure the phrases, thresholds, time windows, resources, and checklists that reflect how your team sells.
Conversation cues + Salesforce context
More relevant than a one-size-fits-all script.
The same objection can need a different response at discovery and negotiation. Salesforce Scenarios adds a context condition to your live trigger, so guidance fits the situation you’ve defined.
A rule your team can configure
A competitor mention. The right battlecard.
Combine what is said with an Opportunity field condition. Surface the approved resource when both conditions are met.
Explore the Salesforce foundation ↗IF Prospect mentions a configured competitor phrase
AND Opportunity Stage = Discovery
THEN Display your discovery-stage battlecard
Respond to what is said.
Match rep or prospect phrases to objection guidance, competitive resources, or another prepared response.
Catch what gets missed.
Prompt a question or required language when it hasn’t been said within your configured time window.
Coach how the call unfolds.
Set cues for talk rate, monologues, interruptions, or elapsed call time to reinforce better habits.
Put it to work
Less searching.
More focus on the buyer.
Bring the knowledge reps need into their calling and meeting workflow. Moments supports live guidance on connected RingDNA phone calls and supported video conversations.
RingDNA DialerZoomMicrosoft TeamsGoogle Meet
Availability depends on connected channels and configuration.
Keep the response close.
Surface approved talking points and battlecards instead of asking reps to search while a buyer waits.
Cover the questions that count.
Use missing-phrase reminders and checklists to reinforce your qualification process.
Bring coaching into daily work.
Make new messaging and conversational habits easier to practice in real customer conversations.
In a seller’s workflow
“With Moments, we’re enabled to surface dynamic, real-time insights to sellers mid-conversation. Overcome an objection, quote a custom rate, share a case study, right there on the call.”Libby CannupGroup Product Lead, CRM Solutions · Block
Close the coaching loop
See whether guidance becomes behavior.
Go beyond counting prompts. Review delivery, resource engagement, checklist adherence, and notification outcomes to refine the guidance your team uses.
For missing-phrase notifications, reporting distinguishes Success, Coached to Success, and Unsuccessful. Understand when the desired phrase happened naturally, followed a prompt, or remained missing.
A connected calling workflow.
Use Moments alongside RingDNA to bring prepared guidance into supported live phone conversations.
Explore RingDNA ↗Learn from the full call.
Conversation AI adds post-call analysis and coaching insight across your conversation library.
Explore Conversation AI ↗Keep context connected.
Moments is part of Revenue.io’s unified platform for Salesforce teams. Choose the capabilities that fit your workflow.
Explore the platform plans ↗Moments, explained
Questions before the demo?
What is Moments?
Moments is Revenue.io’s real-time conversation guidance product. It evaluates supported live conversations against configured triggers and surfaces prompts, resources, and checklists while the rep is talking.
How is this different from post-call coaching?
Moments provides guidance during the conversation, when a rep can still use it. Post-call analysis helps teams review what happened and coach for the next call. Revenue.io offers complementary capabilities for both.
How does Salesforce context shape a prompt?
Salesforce Scenarios adds field conditions to a primary conversation trigger. Your team can use supported standard and custom fields on objects such as Lead, Contact, Account, and Opportunity to tailor when guidance appears.
Can we use our own playbooks and resources?
Yes. Your team configures the trigger and notification content, including guidance, links to resources, and checklists. Completion phrases can help track whether configured steps were covered.
Which calling and meeting channels are supported?
Moments supports connected RingDNA phone calls and supported Zoom, Microsoft Teams, and Google Meet conversations. Confirm channel connections and configuration for your team’s setup in a demo.
Where should we start?
Choose one useful behavior, such as a common objection response or a frequently missed discovery question. Configure the guidance, pilot it with your team, and review engagement and outcomes before expanding. The implementation guide can help you plan the rollout.
Make your best guidance available
Bring your toughest objection.
We’ll show you the moment.
See how Moments can put your playbook and Salesforce context to work in a live conversation.
Want Reps to Say the Right Thing at the Right Time?
Revenue.io delivers real-time prompts, objection alerts, and compliance cues to keep calls on message and reps selling with confidence.