Capture Every Interaction in Salesforce Automatically

Best-in-Class Salesforce CRM Solution Built to Ensure Data Accuracy and Maximize Productivity

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Activities permanently stored in Salesforce
Sync historic activities up to 24 months
Extracts context, not just content

Collect Data Automatically

Capture sales data and activities effortlessly from email to CRM.

  • Auto or semi-auto sync emails, meetings, contacts and attachments
  • Decide what to capture, how to store it, and what to exclude
  • Access and edit data right from your inbox sidebar

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Manage Calendar Without the 
Back-and-Forth

Simplify scheduling and sync every meeting with Salesforce automatically.

  • Share your availability with prospects via smart scheduling links
  • Add open time slots from your calendar to your emails
  • Keep events private and enable team-managed scheduling

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Work Inside Your Inbox

Stop toggling between apps and take action where you already work.

  • Save emails, contacts, and events from your email to Salesforce
  • Track email opens and clicks from your sidebar
  • Trigger workflows, sequences or follow-ups instantly

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Unlimited Retention.
Unlimited Reporting.
Your Rules.

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No Retention Limits

Keep your Salesforce data as long as you need it, with no 24-month cap or hidden limits.

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Flexible Deployment

Secure sensitive data in a private cloud or scale seamlessly with a flexible cloud solution.

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Never Lose Historical Data

Auto-save past activities in bulk for on-demand access, whenever you need it.

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Control What You Sync

Choose what and how you sync with flexible rules and filters.

How is Revenue Grid different from Einstein Activity Capture

See the Full Comparison

Salesforce Users Rely on Revenue Grid

Proven Outcomes,
Measurable Performance

90%
Forecast Accuracy
400%
Increase in win rates
15+
hours saved per rep/month
14%
higher win rate

Keep Your Data Secure and Compliant

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GDPR compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

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CCPA

We collect and process Personal Information under the California Consumer Privacy Act of 2018 (CCPA)

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HIPPA Compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

Your questions on salesforce
email integration answered

What does email integration with Salesforce include?

Before integration, Salesforce and email worked as two distinct platforms. Integration brings the two platforms together to create a centralized system. The sales rep enjoys a flawless workflow where tedious login administrative work gets eliminated.

 

All key data from email is transferred to Salesforce. It becomes possible to use a salesforce email plugin to synchronize communication across both platforms where real-time data updating across both platforms is completely automated.

 

Activity Capture by Revenue Grid is an email integration with Salesforce that help to capture every sales data and activity to Salesforce automatically. It syncs email and calendar with the CRM, auto-creates Salesforce objects, and syncs emails to Salesforce. You can do more with this feature, such as creating easy meeting schedules, sharing your availability, and creating buffers in your email calendar.

Identifies relationships, timelines, and intent behind every interaction to enrich your CRM data.

Centralizes structured and unstructured data into a single source of truth.

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