Your Direct Window to Salesforce: RevenueGrid Integration with SmartCloud Connect¶
[The article is work in progress]
RevenueGrid 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 RevenueGrid 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:
● the multifunctional SmartCloud Connect Sidebar (on the top), which serves as your direct window to Salesforce
>>> Click to see a screenshot <<<
This widget is used to register the prospects’ reactions to campaign’s steps communicated over different channels. In addition, via this widget you can:
○ switch a prospect from one Sequence (e.g. an “Initial contact” Sequence) to another (e.g. “Prospect nurturing” Sequence), using the Add to Sequence button
○ Opt out (unsubscribe) a prospect from a campaign upon his/her request. A prospect’s reaction logged this way will also get automatically registered in Salesforce.
In addition, the widget displays RG Sequence steps progress for the prospect, allowing you to end a Sequence step by clicking Finish next to it, to proceed to the next step – for example if you got a prospect’s response by another channel.