Empowering revenue teams to act proactively, engage
with precision, and drive growth confidently, with a
complete, trusted view of every client relationship.
Deliver More Relevant, Trust-
Building Customer Engagement
Act at the Right Moment,
Without Guesswork
Drive Predictable
Growth
Capture and sync all the client interactions that define your most valued relationships – from emails and meetings, to contacts and documents–ensuring your CRM accurately reflects the full reality of every customer relationship.
With our rigorously tested, enterprise-grade global data security environment, built with privacy and data protection by design, your team can trust the data and deliver compliance at scale.
Our powerful and flexible architecture is customizable to fit your workflows, with full control over capture rules and custom objects.
Only Revenue Grid applies smart, agentic intelligence to a complete and accurate
relationship data that no other solution can replicate — making insights more accurate,
recommendations more relevant, and actions more effective.
Built-in intelligent automation continuously analyzes the full
relationship context to surface real-time signals, highlight risks and
opportunities, and recommend next best actions.
Relationship intelligence agents provide real-time relationship
context, capture insights and outcomes from previous
conversations, and surface what matters most.
With full relationship history in inboxes where they already operate, teams can personalize every communication to the client—delivering relevant, high impact engagement at every touchpoint.
Reduce time spent on manual data-entry and increase team productivity with automatic capture of sales data and activities.
Dynamic, automated scheduling eliminates friction and ensures no opportunity is delayed or missed.
Turn relationship activity into visible revenue opportunities for all prospects and workflows, giving teams the clarity to forecast pipeline growth and prioritize their days with confidence.
Automatically capture and sync all the client interactions that define your most valued relationships — delivering complete visibility and trusted relationship data revenue teams can act on, directly in Salesforce.
Real-time visibility into pipeline health, account risk and progress, so you know what’s real and what needs action.
Begin every customer engagement with confidence. Use up-to-date account intelligence, meeting history and deal guidance to personalize every interaction, with easy access to engagement toolkits to help you along the way.
Real-time assistance to help you prioritize your day, delegate manual tasks, and understand next best steps for revenue growth.
Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.
Revenue Grid helps us save 30–40% of the time we used to spend preparing pipeline reports and tracking deals, so we can focus on our customers and driving outcomes.
I value the ease of use. I don’t have to ask my sales team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.
We’re just getting started—more feature deep-dives and product walkthroughs
coming your way soon.
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How do they move from copilots to autonomous sales performers?
How do you build trust in agents?
Why does choosing the right AI vendor impact long-term sales performance?
How can an army of AI agents transform sales at scale?
How can CRMs evolve to actually support sales reps?
Are your relationships actually driving revenue?
How do you turn strategy into action?
Eric Holmen
CEO, Revenue Grid
“We’ve built Revenue Grid into the relationship intelligence platform for industries where trust is the operating currency.
With our configurable platform that works with and simplifies your everyday workflows, we understand what happened between your organization and your customers, where those relationships stand right now, and the fully informed next actions that will protect and grow them.
Because all growth begins with trusted relationships.