Case Study: Revenue.io achieves real-time, actionable GTM insights and saves 32 hours/month with Mosaic

How Revenue.io Transformed Salesforce Data Into Actionable GTM Insights

Revenue.io, a RevOps company powering real-time sales guidance, faced growing complexity as it expanded from a single product to a platform. Finance needed to centralize Salesforce data and produce on-demand, SaaS-optimized insights to support acquisition and cross-sell strategies, but building trend views required as many as 12 separate reports and manual Excel work. To solve this, Revenue.io turned to Mosaic and its platform to connect directly to Salesforce and surface actionable metrics.

Mosaic implemented a Salesforce connection and pre-built analytics layer that let Revenue.io create 12 self-serve dashboards, saving about 32 hours per month and enabling a 1-minute sales pipeline snapshot and 10-minute ad-hoc reports. The Mosaic solution delivered real-time, trended CRM data for ARR forecasting, cohort retention and churn analysis, product attach-rate visibility, and sales-rep productivity benchmarking—providing faster, organization-wide reporting and clearer go-to-market decisions.

Revenue.io

Kanwar Saluja

Chief Operating Officer