Installing the Revenue Intelligence Package

Revenue Intelligence Package

The Revenue Intelligence package is the cornerstone for the ability to track and understand what is driving a business forward. It is a comprehensive package that provides visibility into all calls, video meetings, SMS Messages, Emails, and tasks across the full end-to-end customer Journey. As rich information is pushed to Salesforce, the package works in conjunction with the Advanced Solutions Package to aggregate and roll up interaction data and the Guided Selling Package to initiate your engagement strategies. 

Understanding the Package 

Use the below support articles to learn more about the package's contents. 

Logging Data to Salesforce

Reports and Insights

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