Revenue.io Reviews & Product Details

I like the partnership with Revenue.io and the people we get to work with, as they invest time and resources into their customers. They have Jordan, who provides amazing support and has been great for years. Everything in their tech stack works well for us, and even though the initial setup can become complex depending on the use case, they have plenty of support to help. Review collected by and hosted on G2.com.

Everything in their tech stack works well for us. However, I would like to use the AI results directly in Salesforce more. For example, I think they could build an AI driven lead score based on phone call that aligns to a scorecard pretty well, and pass that information to the activity or custom conversation records for improved lead management. Review collected by and hosted on G2.com.

I like that Revenue.io is a unified platform that simplifies our previous setup. The built-in conversation intelligence allows us to record and analyze customer interactions, providing automated coaching to our team. I'm particularly fond of the 'Moments' feature, which proactively assists and coaches our frontline reps by providing critical information at the right moment during calls. This feature is forward-thinking, and we're excited about its potential. Additionally, Revenue.io integrates seamlessly with our Salesforce platform, enhancing our workflow without issues. Finally, the implementation was smoother thanks to Revenue.io's team, which worked closely with us to ensure a successful rollout. Review collected by and hosted on G2.com.

There are just some reporting and insights capabilities that our previous call intelligence tool has that are slightly stronger. Revenue.io is very receptive to customer feedback and is constantly iterating on its features. Review collected by and hosted on G2.com.

I use Revenue.io to dial through follow ups and analyze my calls with prospects in Salesforce. I like the rev.ai feature where I can get feedback based on all of my activities on an opportunity. I also like that I can just click a phone number on the top of a report and access all of my past notes and engagement within the dialer. It allows me to go back to the transcript of past calls and gather notes, pain points, and gives me feedback on what could have been better. The initial setup was easy. Review collected by and hosted on G2.com.

I think that the emails could be improved by allowing you to respond to email threads and add files to the email directly from the opportunity in Salesforce, rather than flip flopping back and forth from Outlook to Salesforce. Review collected by and hosted on G2.com.

I really like the guided selling in Revenue.io. It's great that I can stay on one screen and do everything, which makes things easier. The prioritization action list helps a lot, with faster ramp time and reduced guesswork. It's handy that the system not only tells what to do next but lets you act on it without leaving your day-to-day workflow. I also find the comprehensive dashboard and reporting useful for informing decision making. The initial setup was very easy, and I use it with Salesforce. Switching from RingCentral to Revenue.io has been a good move for me. Review collected by and hosted on G2.com.

There are few feature we don't have such as implementing branded calling which is still ongoing Review collected by and hosted on G2.com.

I really appreciate that Revenue.io is Salesforce native and that it seamlessly logs all data to our CRM in a timely and accurate manner. This integration is super reliable since there's no reliance on a formal API or third-party source, enhancing the accuracy of our recorded data. I also value the working relationship with their team. From sales reps to implementation and support, they have been phenomenal partners who add a tremendous amount of value. Revenue.io's team is always open to problem-solving with us, especially when certain out-of-the-box features didn't meet our specific needs. They actively involved themselves in finding solutions, allowing us to effectively leverage their platform. Their implementation team is top-notch, providing great support during the setup. Overall, it's really beneficial for my sales organization to have access to their telephony functionality and conversation intelligence features, which streamline our operations. Review collected by and hosted on G2.com.

Revenue.io doesn't have a formal mobile app and instead relies on a progressive web app, making certain functions like audio and wifi connection less reliable. The mobile experience isn't as robust as we would like. They are looking to improve this with updates in the coming year. Also, the company doesn't offer external integrations outside of Salesforce and Google Meet/Outlook, which limits the value of the data captured for other teams and tools within our company. Integrations with tools like Slack would be highly beneficial. Review collected by and hosted on G2.com.

I find Revenue.io very easy to use and intuitive. The seamless Salesforce integration, automatic call logging, and reliable inbound and outbound calling make it a valuable tool for our team. The seamless Salesforce integration and automatic call logging help keep everything centralized and consistent, making it easier for our team to track customer interactions, stay organized, and follow up appropriately. Review collected by and hosted on G2.com.

One area that could be improved is the ability to log in to users' dialers for troubleshooting. Being able to see exactly what they see would make it easier to resolve any issues quickly. Review collected by and hosted on G2.com.

I like that the workflow tool in Revenue.io is very easy to use. It allows you to get very granular and have multiple flows. You can add multiple numbers to multiple flows and change them very easily. It supports different types of round robins and simul ring. It just offers better options than other tools. Review collected by and hosted on G2.com.

It could look more advanced inside of the Salesforce CTI and have more AI features available. Review collected by and hosted on G2.com.

Our company uses Revenue.io as our main phone system, and the connection that it has with Salesforce means that our agents can easily take information between systems to ensure our clients have the best experience possible. The team at Revenue.io is constantly improving their features and expanding into new technological areas, with their AI scorecards providing valuable insight for management and agent alike. Review collected by and hosted on G2.com.

There are various issues that some of our users experience; dropped calls, random log-outs that impact both the dialer and Salesforce, and microphone problems - yet a majority of these may not be the fault of Revenue.io. The reports that come out of the box in the Analytics page can have differing numbers/statistics than what can be found in Salesforce reporting. Review collected by and hosted on G2.com.

Meeting recording and associated analytics - sales methodology scoring, recap/next steps, and ability to search transcript are super helpful. Review collected by and hosted on G2.com.

At our organization, it doesn't plug into our workflows in the most user friendly way. However, this may be a limitation to how we currently have it set up and integrated, and not a limitation of the tool. Review collected by and hosted on G2.com.

I am impressed with Revenue.io for several reasons. The setup was straightforward, especially with their knowledgeable support team that offered several training sessions, ensuring we were confident with the system. Being Salesforce-native, it integrated seamlessly with our existing processes, which was a significant plus. I appreciate the reliability and intuitive design of the platform, as well as its advanced features like AI summaries and capabilities, which surpass those of other systems we considered. I really enjoy the flexibility to switch phone numbers effortlessly, which was important for our team transitioning from multiple systems. Features like call forwarding and voicemail drops are user-friendly and save time, while the unique 'baseball cards' in Salesforce add valuable functionality. Furthermore, the ability to directly create records from the platform is a huge time-saver for our reps. AI features for call improvement and coaching have been incredibly valuable for enhancing team insights. On the Salesforce side, the ease of adding and removing fields from the baseball cards is fantastic. Integrating with RingDNA has brought in valuable conversation data, aiding future automations and AI capabilities. The team at Revenue.io deserves special mention for their dedication; they are passionate about the product and focus on quality and customer retention rather than rushing through deployments. The user interface is remarkably easy to grasp, which facilitates quick training. Their commitment to continuous innovation and improvement truly sets them apart. Overall, I am looking forward to continued use and would recommend them to others. Review collected by and hosted on G2.com.

Nothing I like it all! Review collected by and hosted on G2.com.