Email Sequencing, Sales Engagement - Revenue Grid
Automate Personalized Outreach, Engage at Scale, Build More Pipeline
Overview
Automate personalized outreach across email, calls, SMS, and more, all connected to Salesforce. Build and optimize sequences with templates, A/B testing, smart reply detection, and real-time signals to turn more conversations into pipeline.
See How Email Sequencing, Sales Engagement - Revenue Grid Works
Personalized Outreach, Automated at Scale Build multi-step sequences across email, calls, SMS, and other touchpoints using live Salesforce data. Personalize every message, automate follow-ups, and keep outreach consistent without losing the human touch.
Optimize What Works, Scale What Converts Track opens, clicks, replies, and conversions across every sequence. Use A/B testing, smart reply detection, and built-in reporting to understand what performs best and improve messaging, timing, and targeting.
Sales Engagement, Fully Connected to Salesforce Keep every sequence, task, message, and activity synced automatically with Salesforce. Work from 1 connected workflow, surface engagement signals, and give teams a complete view of every prospect interaction
Revenue Grid is an AI-powered, Salesforce-native platform that captures every customer interaction and turns fragmented data into a complete, trusted context foundation. At its core is one of the most comprehensive activity capture solutions on the market, keeping Salesforce data complete, accurate, and actionable. That trusted context powers smarter engagement. Revenue Grid helps teams understand who to contact, when to engage, and how to make every interaction more relevant while automating follow-up and keeping every touchpoint connected to the full relationship history. Beyond engagement, Revenue Grid turns that context into relationship intelligence teams can actually act on surfacing risks, opportunities, relationship signals, and next best actions grounded in real customer interactions. Built for compliance-heavy environments, Revenue Grid combines configurable data controls, flexible deployment, and enterprise-grade security. The result is less manual work, smarter engagement, faster action, and stronger relationships built on context your team and AI can trust.
Categories
- Business Needs
- SalesSales IntelligenceMass Emails
- Industries
- Financial ServicesHigh Tech
- Personas
- AdministratorSales Representative / ManagerService Agent / Supervisor
- 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