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Checklists, cheat sheets and other tools to help sales managers create high-performing sales teams.

RingDNA Dialer Best Practice Guide
RingDNA continuously optimizes every workflow reps execute on a daily basis. With more than 253 million conversations captured and processed, Revenue.io learn what works so your team is exponentially more productive.
Help Enforce Compliance Behavior and Data Integrity at Scale
Revenue.io has created a fact sheet for IT and security leaders showing off our capabilities including role-based access, SOC II certification and a best-in-class integration with Salesforce.
Pipeline Generation Use Case Factsheet
Revenue.io is the #1 solution for teams growing pipeline.
Revenue.io Calendar Factsheet
Revenue.io Calendar is a hassle-free way to book more meetings, add more qualified opportunities to your pipeline and drive more revenue.
Conversation AI Best Practice Guide
According to Garter, B2B sales reps forget 70% of their training within a week, and 87% will forget it within a month. With the global market for sales training being pegged at $4.6 billion, that’s a lot of money being wasted.
Guided Selling Best Practice Guide
There’s more pressure on revenue teams today than ever before. To keep up with growing demands, teams are looking to execute multichannel, multitouch engagement with buyers.
Guided Selling Implementation Plan
According to Gartner, nearly 51% of sales organizations have already deployed or plan to deploy guided selling solutions in the next five years.
Moments Implementation Plan
Moments™ from Revenue.io makes it easy to provide reps with in-the-moment guidance during key sales moments, and we’ve created an implementation plan packed with best practices and guidance designed to help you get up and running with Moments™ lightning-fast.
Conversation AI Implementation Guide
Top analysts agree that conversation intelligence has quickly become a revenue-critical technology. With the right deployment, Revenue.io conversation intelligence can transform your team’s sales coaching program in just 30 days.
RingDNA Dialer Implementation Guide
With the right implementation, RingDNA can empower your reps to complete key tasks, prioritize leads and access the right information in the context of sales conversations within 30 days. We’ve created a guide that details implementation best practices so that your team can achieve quick wins with RingDNA.
The Challenge Email Template
Great recaps (here at Revenue.io we call them “Challenge Emails”) are a secret weapon that the best salespeople use to build trust and move deals forward. Here’s the exact template our reps use to write them.
Conversational Roadmap Worksheet
Scripts are great, but they leave little room for flexibility or spontaneity on sales calls. The solution lies in conversational roadmaps, which have moveable pieces that adapt to the natural flow of a call. Learn more about roadmaps and make your own with this handy worksheet!