Your Quick Start for Salesforce Revenue Intelligence

Why revenue intelligence?

Revenue intelligence is about admitting that human beings are great at selling but wince at the thought of analysing mountains of data. Sales will always be about people, but making the shift to data-driven sales and getting a granular understanding of your business can make a difference when managing your sales team’s performance and driving your business for success.

Here are some essential questions to consider:

  • How engaged is the sales team with our most important accounts?
  • How can they focus on the right deals and close them faster?
  • Do we have our strongest executives mapped to the most vital deals?

All these questions can be answered through revenue intelligence. It’s about working smarter, not harder.

What is Revenue Intelligence?

In a nutshell, revenue intelligence is a data-driven way to manage sales and revenue performance through automated insights.

It collects your data using AI to create visibility across the revenue lifecycle. It generates actionable insights using revenue intelligence, enabling sales leaders to understand pipeline health and the next best steps, and drive predictable revenue growth.

What are the benefits of revenue intelligence?

If there’s one thing that all benefits point toward, it’s revenue growth. Here are the most important ones:

  • Adapt and quickly identify new opportunities: Improve deal health with data insights to grow pipeline, uncover winning trends across reps, territories, and customers to drive results at scale.
  • Forecast with accuracy: Improve forecast accuracy, trust that deals are in the right stages, and take action. Teams can profit from reduced risk and ensure that deals progress through the correct stages.
  • Empower your teams: Drive productivity through real-time tracking and regular individual assessments. Show new sales reps where to begin and guide them to make sound business decisions that will help convert deals. Although we’re talking about AI-powered software, we’re also considering something more impactful: improving the work lives of your people.

Having a simplified, one-stop-shop to access key sales metrics can be the difference in your sales team meeting their monthly target or not. Using AI to illustrate the health of every deal is almost like having a data scientist perched on your shoulder steering you through the data.

Salesforce Revenue Intelligence Quick Start

This implementation offering is designed to get you up and running on Revenue Intelligence quickly — setting you up for success with Revenue Intelligence both now and in the long run.

Our two offerings:

Quick Start Set Up

Quick Start Set Up & Training

Set up and configure Revenue Intelligence product with Revenue Insights Dashboard.

Price: $25K USD

Duration: 2 weeks


Quick Start Growth

Quick Start Set Up + Dashboard

Set up and configure Revenue Intelligence w/RI Dashboard with 1 additional CRMA dashboard.

Price: $50K USD

Duration: 4 weeks


Please contact us if you’d like to learn more about either of these offerings or the possibility of having a custom offering tailored to your specific needs.

Reach out to learn more

Renzo Rodriguez

Analytics Practice Lead


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