Included in Revenue Grid Ultimate

Start Every
Day With Focus.
End it With Progress.

Deal Guidance helps reps know exactly what to do next on every opportunity. With AI-driven signals, real-time deal health, and clear priorities, reps spend less time guessing, and more time closing.

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Sales Engagement

Know What to Do Next, Automatically

Guidance That Works the Way Deals Do

Understand what’s happening in every deal and get clear next steps automatically, with guidance delivered where reps already work.

Understands Deal Reality, Not Just Fields

Reveal patterns and gaps across activity, pipeline, and outcomes to know what’s working and what needs attention.

Guidance, Not Just Alerts

Reveal patterns and gaps across activity, pipeline, and outcomes to know what’s working and what needs attention.

Native Salesforce Integration

Built Around Your Sales Process

Works Where You Work

Guidance is delivered directly in the tools reps use every day, including Microsoft Teams, Slack, and Salesforce.

Where Deals Get Clear Direction

Deals stall when risk isn’t visible early

Identify Deal Status Before It’s Too Late

Most deals don’t fail suddenly. Surface deals at risk with an AI-powered assessment, including a clear deal summary that highlights what changed, evaluates close date and stage accuracy, and shows the next action needed, so reps can act before deals slow down.

Deals slow down when next steps aren’t clear

Get to Key Deal Milestones Faster

Unclear priorities delay progress. Interactive Signals deliver the best next step for each deal directly to reps. AI recommends actions based on deal context, playbooks, and communication insights, automatically turning conversations into tracked next steps.

Critical deal context is scattered across tools

Gain Full Communication Visibility

See the full engagement timeline for every opportunity, including last touch, meetings, emails, transcripts, and upcoming steps, with an AI-generated summary at each stage, all in one place for faster execution and better coaching.

Winning deals depend on the right people

Relationship Intelligence That Drives Deals Forward

Deals are won through influence, not just activity. Map relationships on both sides of the deal to identify decision-makers, champions, and gaps. Automatically capture contacts and understand engagement quality to strengthen deal execution.

 

Coaching is inconsistent without objective deal insights

AI Mentor Makes Deal Coaching Clear 
and Fair

Managers need fast insight to coach effectively, and reps need guidance on demand. AI Mentor gives managers an objective view of deal status and risk, while guiding reps with clear next steps they can act on immediately.

One Platform.
Every Revenue Moment.

+5

Selling Hours Back Per Rep Each Week

85%

More Meetings Booked

60%

More Effective Coaching

14%

Increase in sales after three months

Salesforce user rely on RevenueGrid

Get Started with
Revenue Grid Today

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