Transform Relationship Data
into Revenue Growth

Empowering revenue teams to capture, control, and act on
every customer engagement to accelerate growth.
Built for the highest compliance requirements.

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Managing Director
Principal
Analyst
SVP Operations
Relationship Intelligence
Action Center
Accounts

Trusted by 800K+
Revenue & Operations
Teams Worldwide

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Revenue Grid automatically and securely
captures and syncs every customer
interaction with Salesforce – giving
revenue teams complete relationship
context to accelerate growth.

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Deliver More Relevant, Trust-
Building Customer Engagement

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Act at the Right Moment,
Without Guesswork

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Drive Predictable
Growth

The Most Comprehensive and Secure
Activity Capture Solution on the Market

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Complete and accurate
customer visibility

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.

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More time building
high-value relationships

Reduce time spent on manual data-entry and increase team productivity with automatic capture of sales data and activities.

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Configured to your
unique environment

Our powerful and flexible architecture is customizable to fit your workflows, with full control over capture rules and custom objects.

Full relationship context
at your fingertips

Transform relationship insights into timely engagement, relevant communication,
and clearer guidance that acclerate growth.

Engage customers at the
right time, more efficiently

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 growt

Create more
personalized engagement

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

Guide teams to focus on
what moves revenue

Real-time visibility into account health, execution quality, and growth signals gives leaders the insight they need to coach effectively and prioritize confidently.

The Most Rigorously Security-
Tested Environment Available

Revenue growth,
built on trust

With our enterprise-grade data security environment, your team can enhance customer trust and focus on revenue, not risk.

Multi-layered
security

Built-in data protection keeps sensitive information secure at every stage, both in transit and at rest.

Privacy by design
and default

Ensure the security of your customer data with privacy measures built into systems from their inception and regularly validated.

Full Context of Every Customer
Relationship, From End-to-End

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Capture

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.

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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.

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Real-time assistance to help you prioritize your day, delegate manual tasks, and understand next best steps for revenue growth.

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Trusted by revenue teams
operating where relationships,
data, and compliance matter most

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Darren Knapp,
Director, Global Operations

Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.

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Konstantin Perederiy
Sales Leader

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.

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David Choate
Chief Operating Officer

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.

And that’s just the beginning

We’re just getting started—more feature deep-dives and product walkthroughs
coming your way soon.

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CRM is not enough

How can CRMs evolve to actually support sales reps?

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