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RingDNA Communications Hub
Your all-in-one communications platform for calling and SMS with full Salesforce activity logging and analytics — available as a Google Chrome extension and iOS app.
Get Started
- 1 Install the RingDNA by Revenue.io Chrome extension from the Chrome Web Store.
- 2 Pin the extension from Chrome’s extensions menu so it’s always one click away.
- 3 Log in using your Salesforce credentials — no separate account needed.
- 4 Set up your Custom Greeting.
- 5 Click on a phone number in Salesforce to begin calling.
Documentation
Guided Selling
The only sales sequencing engine built exclusively for Salesforce. Turn your playbook into structured, multichannel sequences that guide reps through every step.
Get Started
- 1 Open the Guided Selling app in Salesforce.
- 2 Connect your mailbox access for email actions.
- 3 Build sequence logic and steps and configure entrance/exit criteria.
- 4 Enroll participants and execute daily actions in Engage.
Documentation
Conversation AI
Record, transcribe, and analyze every sales call and video meeting with AI-powered conversation intelligence. Surface what top reps do differently and replicate it across your entire team.
Get Started
- 1 Set up Keyword Groups to detect competitors, features, objections, and other topics that matter to your business.
- 2 Have your users connect their Google or Exchange/365 account to automatically capture and analyze Zoom, Microsoft Teams, and Google Meet recordings in Conversation AI.
- 3 Enable and Configure your Meeting Assistant Bot.
- 4 Search for a conversation and leave feedback for another user.
What you can do
- Automatic transcription of every call and video meeting
- Search conversations by keyword, outcome, behavior, and speaker
- Detect competitors, objections, and custom topics on every call
- Inbox alerts for coaching requests, saved searches, and feedback
- AI post-call summaries with key points and next steps
- AI coaching feedback on every conversation
Documentation
Moments™
Automatically monitor live calls, detect keywords and behaviors, and deliver contextual prompts exactly when reps need them.
Get Started
- 1 Create your first notification from the Templates Library.
- 2 Enable notifications and deploy to your rep workflows.
- 3 Measure interactions and outcomes using the built-in reports.
- 4 Learn how to create Custom Moments™ Notifications
Documentation
Revenue AI
A suite of generative AI-powered features that surfaces insights, automates summaries, and scales coaching across every conversation and opportunity. Give your team the intelligence to act faster and close more deals.
Get Started
- 1 Enable individual Revenue AI features per user, including Coaching Feedback, Scorecards, and Opportunity Summaries.
- 2 Enable Enhanced Analytics to unlock Opportunity Summaries and Ask Questions of an Opportunity.
- 3 Customize AI Suggestions to give your team the best starter prompts for conversations and opportunities.
What you can do
- Evaluate rep performance with customizable AI Scorecards
- Ask AI questions about any conversation to surface instant insights
- Ask AI questions about any opportunity to assess deal health
- AI-generated opportunity summaries with status, stakeholders, and next steps
- Curate suggested prompts for your team to extract better insights