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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
Highlights
GET COMPLETE VISIBILITY INTO YOUR REVENUE CYCLE ✅ Spot gaps in your pipeline at any stage ✅ Discover deals at risk or stalled deals ✅ Determine next best action to move deals forward
EXTRACT INSIGHT FROM YOUR SALESFORCE DATA WITH REVENUE SIGNALS ✅ Visualize your reps’ engagement across the sales cycle ✅ Get data-driven insights each step of the deal ✅ Guide your sales team at each part of your sales process with Revenue Signals
BUILD SIGNALS FOR AT EACH STAGE OF SALES PROCESS TO WIN FASTER ✅ Guide reps with automated nudges at each sales step ✅ Automate playbooks execution at scale ✅ Help your team win faster
Provider Details
Revenue Grid
Atlanta, GA, USA
Our revenue intelligence platform leverages cutting-edge activity capture to automatically sync all customer interactions with Salesforce. Capture every detail from emails, attachments, and events without lifting a finger. Beyond sync, our platform auto-generates Leads and Opportunities, ensuring complete and accurate customer data. And our Calendar Sync offers a unified view by merging your Salesforce calendar with those of Outlook and Gmail. Designed for unparalleled data integrity and operational efficiency, we prioritize security. We ensure that no data resides in external databases. And with customizable sync rules, adapt our platform to your needs easily. Plus, capitalizing on our technical strengths, we empower all revenue roles. Sales teams benefit from our AI-driven insights, leading to enhanced Salesforce data utilization, robust pipeline health, and spot-on forecasting. Trusted by companies such as Hilton, Baxter, and Slalom, we’ve been a Salesforce ISV Partner since 2007, awarded a spot on G2’s Top 50 Sales Products for 2023 and recognized as industry leaders by top analyst firms. Discover how we turn your revenue data into team success. Contact us today.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.