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Forecasting and Pipeline Management - Revenue Intelligence platform Revenue Grid
Stop revenue leaks with revenue intelligence - Revenue Forecasting
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- Sales IntelligenceSales MethodologiesEmail & Calendar Sync
- Requires
- Sales CloudService CloudMarketing Cloud EngagementRevenue Cloud
- Compatible With
- Financial Services CloudHealth CloudGovernment Cloud
Identify and stop revenue leaks ✅ Pipeline visibility ✅ Deal insights ✅ Relationship intelligence ✅ Sales forecasting ✅ Revenue Signals ✅ Team analytics
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Showing 10 of 10 Reviews
Revenue grid makes logging emails in Salesforce a breeze
I use Revenue Grid daily to log into Salesforce all my emails in Outlook from various account with the click of a button. This is a chore that would be impossible without Revenue Grid. It saves our team hours of time every week.
Great Product & Service
Ease of use with emails and syncing with Salesforce to be able to save important information regarding clients. Customer service is always prompt and reliable. Would highly recommend to others.
Great scheduling feature
Its a flexible and functional scheduling feature that can be linked into my address signature wherever I send messages. Its simple to implement and simple to update. Very responsive and user friendly.
Great sync tool
Tool works well to sync data from outlook to Salesforce. Very accurate and intelligently syncing
Great tool, excellent service
I love how easy RG makes things when tracking communications with external parties. It automatically uploads all the necessary tracking information into Salesforce and saves me ample time when moving through my pipeline. I highly recommend this product to anyone who needs to free up some time and ease up their data management.
Good experience using Revenue Grid
I liked the simplicity and effectiveness where we can capture leads through emails and have them sent straight to the CRM, I also liked how easy it is to automate sending out email without Reps interactions.
Most important tool in my stack
The reminder feature on the side toolbar is my favorite as well as the integration into Salesforce on the side bar. I use this tool all day everyday, hundreds of times a day. The customer support is also unmatched
Great product and customer service!
We need to log every one of our emails and Revenue Grid has made that super easy. Most of it is automated and it has saved me hours of time.
Awesome tool
Revenue Grid helped us streamline view on key sales performance and efficiency indicators, like sales quota, win rate, deal size, pipeline efficiency. With these metrics in place, we could control them on a monthly and quarterly basis and align our strategy accordingly.
Great Sales Tool
Allows me to finally see whats really happening with my revenue cycle!