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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
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudMarketing Cloud EngagementRevenue Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Financial Services CloudHealth CloudGovernment Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Revenue Grid/Spring 2023 1.59.0
- Listed On
- 09/03/2021
- Latest Release
- 03/07/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 7Custom Tabs: 13Custom Apps: 2
- Lightning Components
- Global: 2App Builder: 2Community Builder: 0
- Languages
- EnglishFrenchGermanPortugueseSimplified ChineseSpanish
Security
Additional Details
Revenue Grid revolutionizes Revenue Intelligence, providing superior visibility into the entire revenue cycle so each member of your sales team can immediately take the right actions to achieve their quota. Pipeline Inspection Gain absolute pipeline visibility and know where you stand on each of your deals and spot deals at risk immediately Deal Guidance Use algorithmic Guided Selling to identify deals at risk with the help of AI-scoring and notifications. Relationship Intelligence Map out relationships and connections between people involved in a deal and identify the key decision-makers who move deal forward. Revenue Signals Guide your sales team with AI-based prompts and recommendations about the next best steps on each specific deal. Signals Builder Build contextual Signals for any step of your sales process. Signals Feed Analyze your unified sales data to catch instances where the manager’s involvement is critical to progress a deal or coach the team. Team Analytics Streamline and focus your coaching initiatives by correlating the effort each member of your sales team makes to their win rates.
Need help?
Revenue Grid
Atlanta, GA, USA