Revenue Intelligence
Revenue Intelligence: The Modern Playbook for Sales Teams
Revenue Intelligence empowers businesses with market insights, enhances team performance, and elevates customer experiences, driving sustainable growth and success
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Button TextGuesswork isn’t a growth strategy—insights are. Yet, many businesses still operate on assumptions, hoping to stumble upon what’s working. But let’s be real—hope doesn’t drive revenue. Data does.
Sales and marketing leaders know this. That’s why they dig into customer interactions to extract insights. But here’s the catch: most CRMs aren’t built to capture real, actionable intelligence. Why? Because CRMs rely heavily on manual input, and human error is inevitable. So, while your team is out there having valuable conversations, most of those insights never make it into the system.
This is where businesses fall short. The insights that could take a startup to unicorn status already exist—in sales calls, meetings, emails, and demos. But they’re scattered, siloed, and often lost in noise.
Think about it. You launch a new product and immediately scramble for feedback—checking reviews, monitoring footfall, tracking sales metrics across platforms. But why limit yourself to fragmented market data?
To launch and grow successfully, you need a complete view of what’s happening inside your business. From sales calls to customer objections and competitor mentions—every touchpoint matters. And all of it needs to live in one place.
That’s the power of working with intelligence—not intuition. That’s what drives revenue.
What is Revenue Intelligence?
Revenue intelligence is the process of capturing, analyzing, and leveraging data from customer interactions to drive smarter sales decisions. It replaces guesswork with real-time insights, giving teams a clear view of pipeline health, deal progress, and buyer intent—so they can close faster and grow revenue with confidence.
This is what Dana Therrien, Service Director, Sales Operations Strategies at SiriusDecisions, has to say, “Revenue intelligence providers are leading the charge of delivering on the promise of what sales force automation was supposed to do.”
Deal Insights from Revenue Intelligence
Understanding the dynamics of a deal—who the decision-makers are, who’s leading the charge from your team, and where the gaps lie—is critical to closing with confidence. Revenue intelligence equips sales leaders with clear visibility into every aspect of the deal cycle, allowing you to assess when to intervene and what actions are needed to move forward.
It offers a detailed breakdown of:
- Seller responses and engagement quality
- Missed signals or opportunities
- Key customer questions and objections
- Required collateral or additional support
- Actionable follow-ups like scheduling meetings or involving stakeholders
With these insights, teams can shift from reactive to proactive, addressing deal risks early and aligning strategies for better outcomes.
Revenue Intelligence even pushes these insights directly into your CRM so that you don’t have to go from one application to another for finding any data. Revenue Intelligence helps identify early risks, deals that need to be fast-tracked, and deals that need a little more attention.
Team Insights from Revenue Intelligence
If a single SDR makes 100 calls a day, and every call lasts 45 minutes. Imagine a team of 20 SDRs; how many hours are SDRs spending on calls every week?
Not your elementary maths problem, right? This is an actual problem that sales leaders face every day. Reviewing hour-long calls of the entire team and providing them feedback can be a horrendous task.
But with Revenue Intelligence, SDRs can report automatically. And sales leaders can view hour-long calls in a matter of minutes and provide feedback on the dashboard.
It would actually help SDRs know their team strengths and weaknesses and ultimately provide training that works.
Business Insights from Revenue Intelligence
With a clear view of customer needs and how your sales and support teams are responding, revenue intelligence becomes the bridge that connects sales, marketing, and product functions. It aligns teams around real-time data, enabling informed decision-making and stronger cross-functional collaboration.
Revenue intelligence delivers deep visibility into what’s actually happening across the business—from customer conversations to team execution. This clarity empowers leaders to identify gaps, optimize processes, and ensure that every function is aligned with the same goals.
When objectives are clearly defined and backed by data, it becomes significantly easier to select the right tools, allocate resources effectively, and execute with precision. In short, revenue intelligence transforms business visibility into business agility.
Tata Nano from “Cheapest Car” to “People’s Car”
Tata Nano, a tiny, rear-engine, pod-shaped car by Tata Motors was first launched in 2008 at a price range between $1,500 to $3,000 in India. The car was gaining popularity even before the launch because of its price range. But before the launch, Ratan Tata, the Chairman of Tata Motors, in a news broadcasting channel, announced the launch of the car as the “Cheapest Car” ever, which led to the downfall of the popularity of the car. And the bookings fell far short of forecast. After gathering thorough revenue and market intelligence, they ended up re-branding the car as the “People’s Car.” And the sale went up.
In conclusion, with the right market intelligence and people’s intelligence, Tata Motors could have used the right branding message from the start. This is the magic of revenue intelligence.
4 Features of Revenue Intelligence for a growing business
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- CAPTURE
Revenue Intelligence easily integrates with your cadence and automatically captures all your customer-facing conversations. But again, it cannot record unless you permit the revenue intelligence bot in the call.
- TRANSCRIBE
After the recording is complete, the tool automatically transcribes the entire call, allowing your seller to provide complete focus to your prospect and not worry about taking notes.
- ANALYZE
Do you think just taking meeting notes is enough for revenue intelligence?
This is where it leverages NLP and its AI cognitive processing to analyze the conversation for customer queries, actionable items, grievances, soft skills, and any missed opportunities by your seller. And even highlights it for you, so you don’t have to waste time going through the conversation again.
- Customer Insights in your Inbox
After it has analyzed the conversation, revenue intelligence automatically sends the entire data directly to your inbox. Don’t worry, even if it gets missed in the sea of your emails, you can always access the insights on the platform. It gathers all conversation insights and recordings to store them centrally.
How does Revenue Intelligence add value to a business?
Apart from giving direct access to customers’ voices, it provides momentum to all business processes. And also helps align business goals by:
4 Key Features of Revenue Intelligence to Drive Business Growth
1. Capture
Revenue Intelligence easily integrates with your cadence and automatically captures all your customer-facing conversations. But again, it cannot record unless you permit the revenue intelligence bot in the call.
2. Transcribe
After the recording is complete, the tool automatically transcribes the entire call so that your seller can provide complete focus to your prospect and not worry about taking notes.
3. Analyze
Do you think just taking meeting notes is enough for revenue intelligence?
This is where it leverages NLP and its AI cognitive processing to analyze the conversation for customer queries, actionable items, grievances, soft skills, and any missed opportunities by your seller. And even highlights it for you, so you don’t have to waste time going through the conversation again.
4. Customer Insights
After it is done analyzing the conversation, revenue intelligence automatically sends the entire data directly to your inbox. Don’t worry, even if it gets missed in the sea of your mails, you can always access the insights on the platform. It gathers all conversation insights and recordings to store them centrally.
How Does Revenue Intelligence Add Value to a Business?
Apart from giving direct access to customers’ voices, it provides momentum to all business processes. And also helps align business goals by:
Capturing uncaptured data
Did you know more than 50% of salespeople admit that they don’t store lead and customer data in their CRM? And Sales reps who do spend almost 30% of their time manually entering data each week.
The inbound team is responsible for maintaining the data hygiene but seldom practices it. Revenue Intelligence ensures that all the crucial meeting data is pushed to the task of the CRM automatically. So, that your sales team can do what they do best - crush quota after quota.
Siloed Outdated Data
Even if any customer insights are captured in most businesses, it gets siloed in the marketing, sales, or customer success team. Lack of collaboration leads to the varied team and individual goals. And when it gets shared, it is of no value.
That’s not the end of the story; businesses use multiple stacks to extract, manage, and store the data. And navigating through these multiple stacks for any crucial information is like diving into the sea searching for a pearl.
Revenue Intelligence obliterates silos by capturing and storing the data by topics post-call so that your team can easily browse through the filtered calls by any topic.
Self Serve - Reporting and Providing Feedback
Managing meeting notes, sending out daily updates, reviewing hour-long calls, and sending feedback can eat up a lot of your sales team’s time.
As mentioned earlier, revenue intelligence analyzes and highlights important insights for an easy glance. But with Revenue Intelligence, your sales team can focus on what is important. The sales tool automatically integrates to your dialer, telephony cloud service system, and video conferencing platform to record conversations. Additionally, it pushes the meeting notes and creates automatic tasks in CRM.
Advanced Analytics
Understanding the “why” and “how” of any win gives you the leverage to repeat your wins. The way you learn from your mistakes, as a business, you can learn the “why” and “how” of all your wins and learn with the help of Revenue Intelligence.
Revenue Intelligence not just captures the entire sales cycle but also provides a granular view of the whole deal’s important moments. It highlights topics discussed, actionable items, customer queries, opportunities missed, skills of SDR, and pricing discussed, to name a few.
Convin’s Revenue Intelligence
Convin’s Revenue Intelligence platform ensures that your revenue process runs like a well-oiled machine. Convin’s Revenue Intelligence platform centralizes go-to-market insights and executions with:
- Data Platform: Convin integrates 2-way with businesses’ CRM and provides complete visibility over all engagements. Convin supercharges your CRM with actionable revenue insights. Convin can integrate with Salesforce, Zoho CRM, Freshworks, Pipedrive, HubSpot, and a host of other platforms.
- Engagement Platform: Convin seamlessly integrates with your cloud telephony system, Dialer, video conferencing platform, calendar, email, and Slack to record and send call insights directly to your inbox.
With Convin, your entire business data is secured as data is encrypted before exchanging and storing the data in Convin’s database. With Convin, you can view a lifespan of sales recordings in a matter of minutes and establish revenue-generating processes for cracking one goal- Revenue.
Glean actionable insights, see the future and empower your sales team to win customers.
