Salesforce and Email & Calendar integration for Financial Services

Revenue Grid is the leading enterprise-level integration between Salesforce Financial and Sales Cloud and your Outlook or Gmail. Customizable, secure, flexible, and developed specifically for the Financial sector

Trusted by top companies in the Financial world

The most secure integration for the Financial Sector

Need email and calendar integration for Salesforce that meets your organizations stringent security requirements?
You’re in the right place. Revenue Grid offers the most secure, customizable integration available.

Secure on-prem deployment

On-premises and private cloud deployment available

Enterprise
scalable

Scale up to 100K users with stable performance

Multi-geo support for Office 365

Multi-geo tenant Microsoft Exchange supported

Lightning Scheduler Adapter

Full support of Lightning Scheduler functionality

Full support of Community licenses

All Salesforce Community licenses supported

Financial Cloud
Support

Specifically designed for Salesforce Financial Services Cloud

Best-in-class
customer support

Speedy resolutions to any request

Security
first

SOC 2, ISO 27001, and GDPR certified or compliant

Everything your financial institution needs

Automatically capture data to Salesforce, access and manage it directly from your Inbox, sync your Salesforce and Outlook or
Google Calendars. The best part? You can customize everything to the way you run it at your organization

Auto-capture every customer interaction your way

Save time on data entry without compromising on security or your
organization’s data model. No missing data, no inaccuracies

Complete customizability to fit your unique needs
The fastest data sync on the market
Historical sync, multi-matching, support for all custom objects

10h+ saved per rep per week

Get the most secure integration solution on the market

Deploy Revenue Grid and rest assured that your captured data will stay safe without ever leaving your sight

On-prem or single-tenant cloud deployment available
Revenue Grid does not store customer PII data
MS Graph support for granular data access

SOC 2, GDPR, ISO 27001

Avoid conflicting scheduling with
Lightning Scheduler Adapter

Keep Salesforce and Outlook or Gmail calendars in sync in real-time so that scheduled appointments always match—everywhere

Sync all business-related events without a hitch
Insert clickable time-slots in your email for easier scheduling
Share your availability via link and save time on scheduling

10h+ saved per rep per week

rg-inbox-img5

Get accurate reporting in SFDC

All data captured by Revenue Grid is completely reportable in Salesforce so your team can build reports for important
metrics like customer engagement, sales activity, and communication data

ri-features-img1a

Revenue Grid is the best solution to connect Salesforce Financial
and Sales Cloud with your Email and Calendar on-premises

See Revenue Grid
in action

Sales
Engagement
Innovator
2020
Recognized
by Gartner

Salesforce and Email & Calendar integration for Financial Services

Trusted by top companies in the Financial world

The most secure integration for the Financial Sector

Secure on-prem deployment

Enterprise scalable

Multi-geo support for Office 365

Lightning Scheduler Adapter

Full support of Community licenses

Financial Cloud Support

Best-in-class customer support

Security first

Everything your financial institution needs

Auto-capture every customer interaction your way

10h+ saved per rep per week

Get the most secure integration solution on the market

SOC 2, GDPR, ISO 27001

Avoid conflicting scheduling with Lightning Scheduler Adapter

10h+ saved per rep per week

Get accurate reporting in SFDC

Revenue Grid is the best solution to connect Salesforce Financial and Sales Cloud with your Email and Calendar on-premises

See Revenue Grid in action

Sales Engagement

Innovator 2020

Recognized by Gartner

Enterprise
scalable

Financial Cloud
Support

Best-in-class
customer support

Security
first

Avoid conflicting scheduling with
Lightning Scheduler Adapter

Revenue Grid is the best solution to connect Salesforce Financial
and Sales Cloud with your Email and Calendar on-premises

See Revenue Grid
in action

Sales
Engagement

Innovator
2020

Recognized
by Gartner