Revenue.io Reviews & Product Details

While I'm not a regular front-end user for this system, there are several features I think are really nice/helpful for our reps.

- Voicemail Drop

- Ability to audit/correct related records directly in the RingDNA panel (saves reps a lot of time vs. having to rely on a Salesforce repot)

- Ability to edit SF fields directly in the RingDNA panel (saves time having to toggle back to SF)

- Support with onboarding; Ty & Adam have been wonderful Review collected by and hosted on G2.com.

I believe some of these are in the works/coming soon:

- Auto associate with an Opp vs Account in SF

- It'd be nice if there was a basic transcript provided without having to use/sign-up for the AI package

- Must have and keep the RingDNA panel open to receive notifications etc. when getting an inbound call; would be cool if this could be imbedded into a SF popup or something along those lines

- Related Records tool: Would love to see the search bar at the top of the window vs the very bottom Review collected by and hosted on G2.com.

I find Revenue.io very helpful for revisiting calls, especially if I finish a call and can't remember what was said, I can go back and review it. It's also a great tool for verifying conversations if there's a dispute about what was said during a call. As someone new to sales, I appreciate the ability to coach myself by reviewing my calls to improve for next time. I like that it works well with RingDNA and Salesforce. The setup was pretty easy, thanks to the team that trained us. Review collected by and hosted on G2.com.

When the call is over, it takes a while to get the recorded call, and sometimes it won't let me send it to the client. Review collected by and hosted on G2.com.

I love how Revenue.io organizes and speeds up my sales process with its various features. Being able to make calls from my computer and get transcripts is super convenient for my sales job. The guided selling feature helps me automate and streamline sales objectives and KPIs. One of the things that stands out is its integration with Salesforce, which is a huge win for me. It allows me to see all my activities like calls and texts within Salesforce records and use guided selling right alongside them. Review collected by and hosted on G2.com.

I wish the transcripts would pop up sooner, and that incoming calls would link to Salesforce records. It was a lot of working out the kinks but we got there. Review collected by and hosted on G2.com.

Revenue.io has made it much easier to stay on top of customer conversations and prepare for calls without jumping between multiple systems. I especially like the call recordings, AI summaries, and Salesforce integration—they save time and help me stay organized. Their technical support team has also been great whenever we've needed help, with quick responses and helpful solutions. Review collected by and hosted on G2.com.

No complaints, when issues arise, which is rare, the IT staff is quick to resolve. Review collected by and hosted on G2.com.

I’ve found the management tools very helpful, and the team has been highly receptive whenever we’ve shared suggestions. Review collected by and hosted on G2.com.

I’d really love to see a dark mode option so the app matches the rest of my system. Review collected by and hosted on G2.com.

The Conversation AI tool empowers me to efficiently deliver accurate, actionable coaching to my team. The Revenue AI tool allows for customized call analysis that allows me to focus on specific aspects of the call, identify where it happens for quick reference, and take suggestions for improvement. Review collected by and hosted on G2.com.

Their Guided Selling product can be challenging from a user-experience standpoint, but it becomes much more manageable with expert familiarity. Review collected by and hosted on G2.com.

I like the AI features that help me review and summarize my calls Review collected by and hosted on G2.com.

I dislike the prompts that always make me leave a disposition and associate a call with someone because they can slow down my workflow Review collected by and hosted on G2.com.

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.