As Foxit scaled its global sales organization, Salesforce activity management became increasingly complex and fragmented.
Foxit was using Salesforce Inbox, but the team struggled with:
This created a critical visibility gap. Revenue operations could not see the full engagement history at the deal level, making reporting less accurate and sales performance insights less reliable.
Revenue Grid delivers a deep, native Salesforce integration built for enterprise-grade security and long-term stability.
With automatic email and meeting creation, all customer interactions are captured consistently and associated with the correct Accounts, Contacts, and Opportunities.
Revenue Grid also enables intelligent contact auto-creation based on Foxit’s rules, allowing the team to define what should be saved and what should not. This reduces duplicates while preserving clean, structured data.
On the security side, Revenue Grid standardized authentication flows and aligned with Foxit’s compliance requirements. Through its native managed package, named credentials support, secure SSO, and built-in admin governance controls, the integration became stable and self-sustaining.
It’s very much a set and forget tool, and when you’re managing an extensive and complex tech stack, that is incredibly refreshing. There’s no admin overhead, no constant troubleshooting, and no need for ongoing babysitting.
It’s honestly one of my favorite tools in our stack because it delivers on what it’s designed to do, without trying to be everything else.
Since partnering with Revenue Grid in 2019, Foxit has transformed Salesforce from a fragmented system into a reliable, low-maintenance foundation for revenue operations.
Complete Activity Visibility
Foxit now has automatic logging of emails, meetings, and calls, all correctly linked to Accounts, Contacts, and Opportunities, giving revenue operations full deal visibility and restoring confidence in reporting.
Operational Efficiency for Sellers
Revenue Grid has significantly reduced administrative friction for the sales team. Instead of spending time on manual data entry, sellers can focus on customer conversations and advancing opportunities, while the CRM works seamlessly in the background.
Simplicity, Reliability & Customer Success Partnership
Foxit values Revenue Grid for staying focused on its core purpose and executing consistently. Beyond the technology, the team highlights the strength of the Customer Success partnership; requests are handled promptly, issues are resolved efficiently, and communication is proactive and dependable.
While many platforms expand into feature-heavy ecosystems, Revenue Grid stands out by remaining secure, reliable, and purpose-built, delivering exactly what Foxit needs, backed by a responsive and committed Customer Success team.
Lately, we’re seeing a lot of platforms stretch themselves thin by piling on more and more features and losing focus on their core value. Revenue Grid stands out by doing the opposite, staying focused, and executing well.