Empowering revenue teams to capture, control, and act on every customer engagement to accelerate growth. Built for the highest compliance requirements.
Deliver More Relevant, Trust-
Building Customer Engagement
Act at the Right Moment,
Without Guesswork
Drive Predictable
Growth
Capture and sync all the customer interactions that define your most valued relationships – from emails and meetings, to contacts and documents–ensuring Salesforce accurately reflects the full reality of every customer relationship.
Reduce time spent on manual data-entry and increase team productivity with automatic capture of sales data and activities.
Our powerful and flexible architecture is customizable to fit your workflows, with full control over capture rules and custom objects.
Transform relationship insights into timely engagement, relevant communication,
and clearer guidance that acclerate growth.
Built-in automation continuously analyzes full relationship context to surface real-time signals, highlight risks and opportunities, and recommend next best actions, so teams never miss an opportunity to accelerate growth.
With full relationship history and context, teams can tailor every communication to the customer’s priorities and be more confident going into meetings—ensuring more relevant and trusted engagement
Real-time visibility into account health, execution quality, and growth signals gives leaders the insight they need to coach effectively and prioritize confidently.
With our enterprise-grade data security environment, your team can enhance customer trust and focus on revenue, not risk.
Built-in data protection keeps sensitive information secure at every stage, both in transit and at rest.
Ensure the security of your customer data with privacy measures built into systems from their inception and regularly validated.
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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