Case Study: Rich Uncles achieves a 25% close rate and real-time Salesforce visibility with Revenue.io (ringDNA)

Rich Uncles converts more leads with ringDNA

Rich Uncles is a direct‑to‑investor real estate investment trust that helps smaller investors access commercial and student housing opportunities. They struggled with unreliable call tools and incomplete Salesforce integrations, needed automatic routing of inbound callers to the record owner, required listen‑in capability for sales training, and lacked visibility into sales data for accurate forecasting.

ringDNA deployed its intelligentDialer with full Salesforce integration, call flows, listen‑in and recording features, custom inbound routing, and an analytics suite. As a result, all call activity and notes are captured in real time in Salesforce, reps save time on data entry, onboarding and coaching improved through call monitoring, forecasting became accurate, and streamlined workflows helped drive a 25% close rate.

Rich Uncles

Timothy Trainor

VP of Sales Operations