Moments by Revenue.io functions as a real-time conversation assistant, leveraging AI to help sales and support teams optimize every live interaction. It transforms each call into an opportunity for coaching, course-correction, and successful closure, enabling organizations to replicate successful strategies and scale sales expertise. The platform arms representatives with immediate responses to objections, accelerates ramp times for new hires by guiding them through diverse sales scenarios, and improves product knowledge by presenting technical answers precisely when needed. Moments comes equipped with turnkey templates based on proven best practices, allowing for immediate improvements in conversation etiquette, collateral recommendation, and complex technical question handling.

The software empowers account executives to deliver a superior experience throughout the entire buying cycle, from discovery to negotiation, by providing AI-powered contextual guidance. Notifications can be triggered based on Salesforce data such as deal stage, buyer role, and industry. Furthermore, Moments offers AI sales coaching, nudging reps in real-time regarding voice energy, interruptions, or conversation dominance, with dashboards tracking skill mastery over time. It significantly aids in compliance and security adherence by reminding reps to mention key phrases during critical windows, potentially reducing fine risks by up to 95%. For customer support, Moments provides agent assist technology, delivering relevant content, support articles, and product roadmaps to resolve issues faster. Finally, it automates conversation follow-up using Generative AI, creating personalized emails that summarize discussions and next steps, saving reps substantial time monthly.

Features & Benefits

• Real-time Objection Handling: Arms sales representatives with immediate, AI-powered responses to any objection during live conversations.
• Accelerated Onboarding & Enhanced Product Knowledge: AI guides new representatives through sales situations, significantly reducing ramp times and providing technical answers precisely when needed.
• Turnkey Templates for Instant Improvement: Provides pre-loaded, customizable templates based on proven best practices to quickly enhance conversation etiquette, collateral recommendation, and complex question handling.
• AI-Powered Contextual Sales Guidance: Empowers account executives with contextual notifications triggered by Salesforce data (deal stage, buyer role, industry) to enhance interactions across the entire buying cycle.
• Real-time AI Sales Coaching: Nudges representatives in real-time regarding conversational etiquette, such as voice energy, interruptions, or conversation dominance, with dashboards tracking skill mastery.
• Compliance & Security Adherence: Reduces risk and liability by reminding representatives to mention key phrases during critical time windows, potentially reducing fine risks by up to 95%.
• Agent Assist for Customer Support: Delivers relevant content, support articles, and product roadmaps in real-time to customer support agents, enabling faster issue resolution and improved customer experiences.
• Automated Conversation Follow-Up: Utilizes Generative AI to automatically create timely and personalized follow-up emails summarizing discussions and next steps, saving representatives significant time.