Financial Services Case Studies and Success Stories with Revenue.io

CASE STUDY Enterprise company specializing in foreign tax refund opportunities

Revenue.io helped an enterprise company ramp new sales reps 50% faster. The company used Guided Selling to give real-time guidance and next best actions in Salesforce. New reps reached full productiv...ity in 3 months instead of 6. The company saw a 10% increase in meetings booked each month. Managers gained better visibility and accountability, improving results for all reps.

Read more →

CASE STUDY Top fintech company

Revenue AI’s Generative Scorecards helped a top fintech company improve sales coaching. The team used AI to review all calls, not just the best ones. Managers found hidden coaching opportunities and ...gave targeted feedback. Reps on performance plans saw a 15% increase in conversion rates. Underperforming reps cut call handling time by 10%. The company now has higher rep engagement and fewer performance plans.

Read more →

CASE STUDY Top Financial Services Company

Drives 43% More Successful Calls

Read more →

Case Study Fundera

Fundera Drives Sales Success with ringDNA.

Read more →

CASE STUDY FreshBooks

Increased Their Inbound Call Connection Rate By 30% And Improved Sales Performance.

Read more →

CASE STUDY FreshBooks

Increased Their Inbound Call Connection Rate By 30% And Improved Sales Performance.

Read more →

CASE STUDY Top Financial Services Company (premier lender for multifamily and investment property loans)

Revenue.io helped a top financial services company improve their business development team's call success. The team faced a 5.4% drop in successful calls due to market changes. Revenue.io used conver...sation intelligence to find what made top reps successful. They set up a two-week pilot with real-time conversation guidance. The result was a 43% increase in calls with positive outcomes.

Read more →

CASE STUDY Fundera

Achieved A 20% Increase In Call Connection Rates And A 50% Increase In Meeting Bookings Using Revenue.Io'S Solutions.

Read more →

CASE STUDY Fundera

Achieved A 20% Increase In Call Connection Rates And A 50% Increase In Meeting Bookings Using Revenue.Io'S Solutions.

Read more →

CASE STUDY Enterprise Fintech company

Conversation AI by Revenue.io helped an enterprise fintech company improve sales rep performance. Managers used real-time metrics to spot coaching opportunities and track rep engagement. Reps who use...d Conversation AI for call listening and annotation moved from bottom to top performers. The company now encourages tool adoption with contests. The solution made it easy to scale best practices across the sales team.

Read more →

CASE STUDY Top Financial Services Company

Drives 43% More Successful Calls

Read more →
Show More

Food & Beverages Case Studies and Success Stories with Revenue.io

CASE STUDY ChowNow

Revenue.io helped ChowNow scale sales coaching and speed up new sales rep ramp time. ChowNow used RingDNA for click-to-dial and automated Salesforce data capture. Conversation AI let managers coach l...ive and build best practice call libraries. ChowNow cut SDR ramp time by 60% and reduced SDR attrition by 75%. Now, 66% of all deals closed come from the SDR team.

Read more →

Accounting Case Studies and Success Stories with Revenue.io

CASE STUDY FreshBooks

Revenue.io helped FreshBooks improve sales productivity. Sales reps increased outbound calls from 30-40 to 90-100 per day. Call pickup rates rose from 11% to 21%. FreshBooks onboarded reps instantly ...with no custom Salesforce setup. Managers gained real-time insight into rep activities. FreshBooks expanded Revenue.io use to the UK and Australia.

Read more →

Computer Software Case Studies and Success Stories with Revenue.io

CASE STUDY ChowNow

Achieved A 200% Increase In Inbound Lead Response Time.

Read more →

Case Study Bitbar

BitBar Uses ringDNA to Connect With and Convert More Customers.

Read more →

Case Study Wrike

Wrike uses ringDNA to Double Sales Reach Rates and Measure Success.

Read more →

Case Study Cvent

Cvent boosts sales productivity by 22% with ringDNA.

Read more →

CASE STUDY ChowNow

Achieved A 200% Increase In Inbound Lead Response Time.

Read more →

Case Study Netskope

ringDNA Nets 50% More Conversations for Netskope while Slashing Costs 91%.

Read more →

Case Study FreshBooks

Freshbooks Uses ringDNA to Improve Productivity and Connect with More Customers.

Read more →

Case Study WorkWave

How WorkWave Saw a Surge in Speed to Lead with ringDNA.

Read more →
Show More

Research Case Studies and Success Stories with Revenue.io

Case Study Sanguine

Sanguine gains hundreds of productivity hours each week with ringDNA.

Read more →

Telecommunications Case Studies and Success Stories with Revenue.io

CASE STUDY Enterprise telecommunications company

Revenue.io helped an enterprise telecommunications company solve problems with a fragmented tech stack and manual data entry. The company used Revenue.io to unify calls, meetings, and emails in one p...latform. Leaders gained real-time insights and could coach reps better. The results were a 31% increase in outbound call volume, 9 hours saved per rep each week, and $3,636,563 in annualized MRR growth. The company saw an 8.4X ROI.

Read more →

Hospital & Health Care Case Studies and Success Stories with Revenue.io

CASE STUDY Rapid Screenings Center (RSC) Health

Moments by Revenue.io helps RSC Health customer service reps answer tough questions during live calls. Before using Moments, managers struggled to give reps the right answers at the right time. Momen...ts gives real-time guidance and puts answers in front of reps, making it easier for new reps to learn fast. RSC Health now delivers on-brand, expert service on every call. The company says agents are more effective and customer service has improved.

Read more →

Consumer Electronics Case Studies and Success Stories with Revenue.io

Case Study iCracked

iCracked Uses ringDNA to Boost Inbound Sales Productivity by 40%.

Read more →

Transportation/Trucking/Railroad Case Studies and Success Stories with Revenue.io

CASE STUDY NFI Industries

Revenue.io helped NFI Industries boost sales productivity. NFI used RingDNA to make 9X more daily dials and have 8X more conversations each month. They booked 10X more meetings with qualified decisio...n makers. Conversation AI let managers coach reps better and faster. NFI saw big gains in revenue and sales team performance.

Read more →

Retail Case Studies and Success Stories with Revenue.io

CASE STUDY Online Retail Giant

"Tripled Call Handling Capability And Saved ~11,654 Hours Over The Past Year Using Revenue.Io";

Read more →

CASE STUDY Online Retail Giant

"Tripled Call Handling Capability And Saved ~11,654 Hours Over The Past Year Using Revenue.Io";

Read more →

CASE STUDY Australian online retailer in the furniture and homewares market

Revenue.io helped an Australian online retailer in the furniture and homewares market triple their daily call handling with the same number of agents. The company saved over 11,000 hours in the first... year by automating processes and optimizing workflows. Real-time reporting dashboards improved workforce alignment to inbound call volume. Agents now work securely and productively from any location. Managers use dashboards for better workforce planning and immediate coaching opportunities.

Read more →

Health, Wellness and Fitness Case Studies and Success Stories with Revenue.io

CASE STUDY RSC Health

Achieved A 40% Increase In Call Effectiveness And A 30% Improvement In Lead Conversion Rates.

Read more →

CASE STUDY Rapid Screenings Center

Achieved A 2X Increase In Call Connection Rates And A 20% Boost In Agent Productivity.

Read more →

CASE STUDY Orthofix

Achieved 22% Increase In Call Connection Rates

Read more →

CASE STUDY RSC Health

Achieved A 40% Increase In Call Effectiveness And A 30% Improvement In Lead Conversion Rates.

Read more →

CASE STUDY Rapid Screenings Center

Achieved A 2X Increase In Call Connection Rates And A 20% Boost In Agent Productivity.

Read more →

CASE STUDY Orthofix

Achieved 22% Increase In Call Connection Rates

Read more →

Education Case Studies and Success Stories with Revenue.io

CASE STUDY Cultural Experiences Abroad (CEA)

Increased Productivity By 20% And Streamlined Operations In A Remote World.

Read more →

CASE STUDY Auguste Escoffier School of Culinary Arts

Improved Student Communication With A 30% Increase In Contact Rates And A 20% Boost In Enrollment Rates.

Read more →

CASE STUDY Auguste Escoffier School of Culinary Arts

Improved Student Communication With A 30% Increase In Contact Rates And A 20% Boost In Enrollment Rates.

Read more →

CASE STUDY Cultural Experiences Abroad (CEA)

Increased Productivity By 20% And Streamlined Operations In A Remote World.

Read more →

Computer & Network Security Case Studies and Success Stories with Revenue.io

CASE STUDY Nutanix

Achieved A 300% Increase In Connect Rates And A 50% Increase In Meetings Booked.

Read more →

CASE STUDY Nutanix

Achieved A 300% Increase In Connect Rates And A 50% Increase In Meetings Booked.

Read more →

Insurance Case Studies and Success Stories with Revenue.io

CASE STUDY benefits provider

Revenue.io helped a benefits provider boost sales rep performance. The company needed a telephony solution for remote work and better coaching. Revenue.io replaced multiple tools with one platform. R...eps had 70% more calls with decision makers. Onboarding time dropped by 33%. One rep exceeded quota by 120%. Managers used Moments for real-time guidance and coaching.

Read more →

Real Estate Case Studies and Success Stories with Revenue.io

CASE STUDY RE/MAX

Increased Their Call Volume By 3X And Improved Their Response Time To Leads By 150%.

Read more →

CASE STUDY Mynd

Revenue.io helped Mynd improve quality assurance for thousands of monthly calls. Mynd replaced their old phone system with Revenue.io for better call routing and easy rule changes. Sales managers use... AI-powered analytics to make smart decisions. Mynd's team reviews and scores hundreds of calls each month with Conversation AI. The platform saves time and is easy to use. Mynd values fast customer support and feels like a partner with Revenue.io.

Read more →

Case Study The Leads Partners

How ringDNA helps Home Ventures track every campaign and extend reach, helping to fuel their recent acquisition by The Leads Partners.

Read more →

CASE STUDY Mynd

Achieved A 5X Increase In Quality Assurance Efficiency.

Read more →

CASE STUDY RE/MAX

Increased Their Call Volume By 3X And Improved Their Response Time To Leads By 150%.

Read more →

CASE STUDY Mynd

Achieved A 5X Increase In Quality Assurance Efficiency.

Read more →

Case Study Rich Uncles

Rich Uncles converts more leads with ringDNA.

Read more →
Show More

Information Technology and Services Case Studies and Success Stories with Revenue.io

CASE STUDY RingDNA

Exceeded Quota By Up To 120%

Read more →

CASE STUDY Wrike

Increased Inbound Lead Conversion Rates By 30%

Read more →

CASE STUDY RingDNA

Exceeded Quota By Up To 120%

Read more →

CASE STUDY Wrike

Increased Inbound Lead Conversion Rates By 30%

Read more →

CASE STUDY Hewlett Packard Enterprise

Achieved A 75% Increase In Sales Productivity.

Read more →

CASE STUDY Netskope

Increased Sales Meeting Conversion Rates By 20% And Improved Sales Productivity By 15%

Read more →

CASE STUDY Nutanix

Revenue.io helped Nutanix automate and streamline their sales process. Nutanix faced challenges with a high volume of leads and needed better automation for sales follow-up and call tracking. They us...ed Revenue.io features like Click-to-Dial, Voicemail Drop, and call routing to boost efficiency and save at least two hours per rep each day. Real-time call coaching and monitoring improved sales team performance. Nutanix saw better productivity and a more personalized customer experience.

Read more →

Case Study HPE

ringDNA propels HPE global sales teams to 400% more sales opportunities.

Read more →

CASE STUDY Netskope

Increased Sales Meeting Conversion Rates By 20% And Improved Sales Productivity By 15%

Read more →

CASE STUDY A leading company in the ADA & WCAG compliance space

Revenue.io helped a top compliance company save over 2,000 hours in six months. Each sales rep saved 15 hours per month using features like click-to-dial and voicemail drop. The team used RingDNA, Gu...ided Selling, and Conversation AI for phone, email, and coaching. More reps were promoted in six months than in the previous year, as they exceeded quotas. The platform improved accessibility and made prospecting more efficient for the whole team.

Read more →

CASE STUDY Hewlett Packard Enterprise

Achieved A 75% Increase In Sales Productivity.

Read more →

CASE STUDY HPE

Revenue.io helped HPE boost sales opportunities by 400%. HPE used Revenue.io to automate Salesforce activity logging and improve call analytics. The solution increased call pickup rates by 400% and a...chieved 100% user adoption. Sales managers used Revenue.io for better coaching and real-time visibility. HPE sales teams now handle over 150,000 calls each month with Revenue.io.

Read more →
Show More

Internet Case Studies and Success Stories with Revenue.io

Case Study BuildASign

How BuildASign Moved From Desk Phones to Dialer with ringDNA and Supercharged their Business.

Read more →

Case Study ChowNow

How ChowNow scaled sales coaching and achieved faster rep ramp time as their SDR team doubled using ringDNA.

Read more →

Other Industry Case Studies and Success Stories with Revenue.io

CASE STUDY Sanguine

Increased Sales Productivity By 20% And Reduced Time Spent On Administrative Tasks By 50%.

Read more →

CASE STUDY NFI Industries

Achieved A 200% Increase In Outbound Dials And A 45% Increase In Meetings Set.

Read more →

Case Study Top Financial Services Company

Drives 43% More Successful Calls

Top Financial Services Company

Top Financial Services Company

Read more →

CASE STUDY Equity Trust

Reviewed 6 Times More Calls

Read more →

Case Study Orthofix

Achieved 22% Increase In Call Connection Rates

Orthofix

Orthofix

Read more →

Case Study Top Financial Services Company

Drives 43% More Successful Calls

Top Financial Services Company

Top Financial Services Company

Read more →

CASE STUDY Guided Selling

Increased Sales Productivity By 35% And Achieved A 20% Reduction In Sales Cycle Time.

Read more →

Case Study ChowNow

Achieved A 200% Increase In Inbound Lead Response Time.

ChowNow

ChowNow

Read more →

Case Study ChowNow

Achieved A 200% Increase In Inbound Lead Response Time.

ChowNow

ChowNow

Read more →

Case Study CEA Study Abroad

Increased Productivity By 20% And Streamlined Operations In A Remote World.

CEA Study Abroad

CEA Study Abroad

Read more →

CASE STUDY Sanguine

Increased Sales Productivity By 20% And Reduced Time Spent On Administrative Tasks By 50%.

Read more →

CASE STUDY Equity Trust

Reviewed 6 Times More Calls

Read more →

Case Study Escoffier

Improved Student Communication With A 30% Increase In Contact Rates And A 20% Boost In Enrollment Rates.

Escoffier

Escoffier

Read more →

Case Study Escoffier

Improved Student Communication With A 30% Increase In Contact Rates And A 20% Boost In Enrollment Rates.

Escoffier

Escoffier

Read more →

CASE STUDY NFI Industries

Achieved A 200% Increase In Outbound Dials And A 45% Increase In Meetings Set.

Read more →

CASE STUDY Guided Selling

Increased Sales Productivity By 35% And Achieved A 20% Reduction In Sales Cycle Time.

Read more →

Case Study Orthofix

Achieved 22% Increase In Call Connection Rates

Orthofix

Orthofix

Read more →

Case Study CEA Study Abroad

Increased Productivity By 20% And Streamlined Operations In A Remote World.

CEA Study Abroad

CEA Study Abroad

Read more →
Show More