Item: Revenue.io
Rating: 9
Author: Michael McKerlie

Use Cases and Deployment Scope

We use ringDNA for our sales reps and increasingly our customer care team. The solution integrates deeply into our lead management flows and sales management routines. Withing the Salesforce universe, we are able to use the call data, and in call data as part of how we work.

Pros and Cons

Speed at calling through lists, loading the account data into the intelligent dallier
Using the calling notes and other values, as triggers into our workflows
Using ringDNA data in our Marketing cloud journeys for customer service and sales purposes. For example, triggering an email send based on the results of a phone call

Managing numbers - we have loads of numbers and managing the deleted, active and so on is not as simple as it should be
I have had a few minor issues with setting up call flows, once operational though, they work perfectly

Most Important Features

Surfacing information from Salesforce into the dialer allowing reps to move more quickly through their call lists
integration of call data into our existing marketing journeys
integration of call data into our customer experience flows
Analytics calls as part of or marketing, sales and customer services management
The seamless injection of people into our digital experiences

Return on Investment

RingDNA has a significant impact on our ability to manage our activities with our sales team
Analytics gives us absolute transparency across our sales and service teams
Essentially this enables us to truly see and act on what is happening and make overall improvements to marketing, sales and services

Alternatives Considered

We didn't explore other options

Key Insights

Do you think Revenue.io delivers good value for the price?

Yes

Are you happy with Revenue.io's feature set?

Yes

Did Revenue.io live up to sales and marketing promises?

Yes

Did implementation of Revenue.io go as expected?

Would you buy Revenue.io again?

Yes

Other Software Used

Salesforce Marketing Cloud Email Studio, FinancialForce SCM, FinancialForce Accounting

Likelihood to Recommend

RingDNA can be an excellent fit solution for the right environment. Sales or customer service flows are improved by injecting ringDNA into the mix. This allows you to work in your human interactions with your digital interactions. The other scenario that works well for us is when we need to make a large number of calls to leads, and we want metrics on this. We can shift through the leads, record activities, and then get great clarity.

RingDNA allows us to maximise people & technology across our complete marketing, sales, service experience

Overall Satisfaction with RingDNA