Guided Selling is your
future best practice

Revenue Grid is a Guided Selling platform that provides sales
teams with step-by-step guidance to win key deals using full
sales data, and your proven strategy and expertise


Put your sales team in the best position to win

Dive into key deals and team activity

Gain complete visibility

Know the status of every deal, what happened before and what’s going to happen next

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more data in Salesforce

Implement your strategy

Control the sales process

Influence how deals move through the stages and improve the process across the whole org

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improved velocity

Target your actions

Guide reps to closed won

Receive Signals to push deals forward and act fast to keep things on track

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higher closed won ratio

How Revenue Grid uses data to create Signals that
nudge reps to take the right action

Step 1

Automate data capture

Gather complete data related to your deals,
prospects and engagements automatically

  • Auto-save all touchpoints to Salesforce
  • Auto-create and link leads and contacts
  • Customize to match your sales process

Step 2

Crunch the data with AI

Find patterns and correlations between activity
and success rates

  • See the status for every deal and reasons behind it
  • See who really drives deals in each opportunity
  • Analyze customer engagement and communication

Step 3

Get step-by-step guidance

Take the best action based on AI and your
proven strategies

  • Get automated nudges and alerts for next best action
  • Automate playbook execution at scale
  • Tailor to your team, processes, and strategies

Why Guided Selling platforms are the future of sales

How do sales teams use Guided Selling platforms?

Gain visibility into pipeline, process, and people.

Thanks to capturing sales-related data from all
communication channels, Guided Selling’s strongest point
is non-siloed, unified data that gives sales teams real
understanding of what’s going on.

Set a unified sales approach across the whole org.

Guided Selling allows teams to set up, implement and
follow the process while automating routines. This gives
clarity, saves time, and greatly improves deal

Get Signals to remove guesswork from the process.

Acting as a sales acceleration tool, Guided Selling signals
the best action for every deal, whether it’s at risk and why,
and helps reps actively move deals through the sales


Trusted by more than 25,000 companies

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