As SPT Labtech’s sales team expanded, their reliance on the Salesforce Outlook plug-in began to introduce operational inefficiencies and inconsistencies in how customer interactions were captured.
Some were logging a few things they thought were important, but not always the full conversation, leading to gaps in the overall picture.
Inconsistent activity logging
Customer communications were recorded unevenly, making it difficult to maintain a complete and reliable view of interactions
Time-intensive manual processes
Reps were required to log emails individually, taking valuable time away from customer-facing activities and selling
Limited visibility across teams
Gaps in recorded data reduced the ability for teams to fully understand and collaborate on customer engagements
Incomplete meeting capture
Meetings were not consistently tracked in Salesforce, leading to missing context in account histories
System performance constraints
The Outlook plug-in could be slow to load, further discouraging consistent use
As a result, sales leadership lacked a clear, consistent picture of team activity, customer engagement, and pipeline health.
After evaluating multiple platforms, SPT Labtech selected Revenue Grid for its strong fit with their Salesforce environment and ease of use.
Revenue Grid enabled the team to:
The solution seamlessly integrated into existing workflows, making adoption easy for both new and experienced team members.
Dramatic Increase in Activity Tracking and Data Accuracy
Revenue Grid significantly improved data capture across both sales and field teams:
This shift revealed a massive volume of previously untracked customer interactions.
Full Visibility Into Customer Engagement
With all communications automatically logged, teams now have a complete view of customer conversations, enabling better collaboration, more informed decision-making, and a consistent customer experience.
It helps us keep a much better understanding of what’s going on with customers.
Improved Sales Productivity
By removing manual logging, reps can shift the time they were spending on admin tasks to more time selling and engaging with customers. Meanwhile, the faster data entry through the sidebar continuously improves workflow efficiency.
Stronger Sales Management & Coaching
Revenue Grid provides managers with real-time insight into team activity:
This is particularly valuable for managing and developing junior sales team members.
Scalable System for a Growing Team
As SPT Labtech’s sales team nearly doubled in size over two years, Revenue Grid became critical for maintaining consistent processes, clear communication tracking , and organizational alignment.
Revenue Grid has hugely helped our data tracking and logging, allowing our sales team to focus on what really matters – selling.
SPT Labtech highlighted the quality of support as a standout aspect of working with Revenue Grid.
The best support I think I’ve ever had working with a software platform. Every issue has been dealt with quickly and effectively, only praise.