Forecasting and Pipeline Management - Revenue Intelligence platform Revenue Grid
Transform Relationship Context into Revenue Growth
Overview
Capture every customer interaction and turn fragmented data into trusted context teams can act on. Use AI to understand relationship health, surface risks and opportunities, improve pipeline visibility and forecasting to recommend next best action.
Complete, Trusted Relationship Context Capture emails, meetings, contacts, and documents automatically to build a complete, always-current relationship history. Give teams and AI the trusted context they need to act with confidence.
Stronger Relationships Through Proactive Engagement Surface risks, opportunities, and changes in engagement as they happen. Help teams focus on the right relationships, personalize outreach, and act before momentum is lost.
AI That Turns Context Into Action Turn actual interaction history into trusted insights, meeting prep, relationship intelligence, and next-best-action guidance based on what customers have really said and done.
Enterprise Control, Without Compromise Control how data is captured, stored, and used with configurable workflows, enterprise-grade security, privacy, and compliance built in.
Revenue Grid is an AI-powered platform that captures every interaction and turns that fragmented data into a complete, trusted context foundation. By grounding AI in the real meaning behind every conversation, we turn that trusted foundation into relationship intelligence your team can actually act on: surfacing signals, risks, and next best actions in real time, and empowering teams to engage faster, smarter, and with confidence. The result is less time spent chasing data and more time spent building the relationship itself, with faster deal cycles, sharper engagement, and AI your team doesn't have to second-guess. Only Revenue Grid combines the most comprehensive activity capture solution on the market with AI grounded in the real meaning of every interaction. Without that foundation, every insight is incomplete, and every action is a guess.
Categories
- Business Needs
- Sales IntelligenceSales MethodologiesSales Productivity
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- 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
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Service CloudExperience CloudFinancial Services Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
- Supported Languages
- English