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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.
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.
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.
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.
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.
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.
Legal Services Case Studies and Success Stories with Revenue.io
CASE STUDY Jan Dils Attorneys at Law
Revenue.io helped Jan Dils Attorneys at Law improve their contact center. The firm needed better Salesforce integration and faster call preparation. Revenue.io provided RingDNA, Guided Selling, and C...onversation AI. These tools made call data easy to access and sped up quality assurance. Jan Dils saw a 20% increase in lead conversions. All three business lines exceeded their quota after using Revenue.io.
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.
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.
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.
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.
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.
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.
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.
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.
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.