Your Direct Window to Salesforce: Revenue Grid Integration with SmartCloud Connect¶
Revenue Grid is a premium Sales Engagement Platform that includes efficient and immediate integration with Salesforce essential for carrying out successful campaigns and other activities.
This integration is implemented via RG Sidebar, which appears on the right-hand side of Revenue Grid window after you click the 🡢 icon in RG. Once it is opened, it remain displayed unless you close it by clicking the 🡠 icon.
The Sidebar consists of:
SmartCloud Connect sidebar¶
The multifunctional area (on the top), which serves as your direct window to Salesforce. Refer to the articles about SmartCloud Connect Sidebar for full detail on what you can achieve through this sidebar.
Sequences tab in the sidebar¶
One of the distinctive features of SmartCloud Connect sidebar is to perform some functions related to sequences to which your Salesforce leads and contacts are enrolled to. On this tab you can find engagement stat, last contacted, person status. This information is also on prospect’s profile area. You may opt out a person from all sequences he/she is enrolled to or on opposite, enroll to another sequence. Also with the “Run now” button, you can force the next scheduled step within a sequence (if any).
The Sequences widget (on the bottom), which shows Sequences a Contact/Lead is enrolled into. It also has some controls over lead’s progress within a Sequence. Right from the widget, you may:
a) See if an action is required;
b) Add a contact to another Sequence;
c) Perform a set of actions right from here: Reschedule a step for the recipients, pause or resume a sequence for the recipient, and finish with standard options.