Case Study: Equity Trust Company doubles manager-to-rep ratio and reviews 6x more calls with Revenue.io

Equity Trust Doubles the Manager to Rep Ratio and Reviews 6x More Calls

Equity Trust Company, a financial services firm helping investors and institutions diversify with alternative assets, needed a better way to prove the impact of competitive objections and improve sales coaching. Using Revenue.io and its Conversation AI, the team couldn’t previously search calls for keywords, product names, or objection themes, making it difficult to quantify lost deals or learn from call recordings.

Revenue.io implemented Conversation AI to automatically surface objections and tag calls by keyword, allowing managers to prioritize reviews and spot patterns faster. The results were significant: Equity Trust reviewed 6x more calls, doubled the manager-to-rep ratio from 6 to 12, and reduced SDR attrition to zero while gaining the data needed to assign dollar values to objections and guide product decisions.

Equity Trust Company

Charley Shamaly

Salesforce Magician