Salesforce Integration With Email and Calendar for Financial Services

Revenue Grid is the leading enterprise-level integration, connecting Salesforce Financial and Sales Cloud with Outlook and Gmail. It’s customizable, secure, flexible, and developed specifically for the financial sector.

The most customizable integration for the financial sector

Got specific requirements like Private cloud deployment or Experience Cloud Licenses? You’re at the right place.
Revenue Grid offers the most flexible solution that’s designed specifically to meet the needs of financial enterprises.

Secure Private cloud deployment

Options for private cloud deployment

Enterprise
scalable

Enterprise-scale solution for up to 100K users

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 compliant, ISO 27001 certified, and GDPR compliant

Salesforce Financial Services: everything your financial institution needs

Automatically capture data to Salesforce, access and manage it directly from your Revenue Inbox, then sync your Salesforce
and Outlook or Google Calendars. The best part? You can customize it all to fit the way your organization operates.

Auto capture of every customer interaction, your way

Automatically log all data from customer communication channels to
Salesforce. No missing data, no inaccuracies, no duplicates.

Capture and save data on dedicated tenant, or use private cloud
Capture email threads, sync historical data, multi-match data
Automatically create leads and accounts in Salesforce

100% customizable

Avoid scheduling conflicts with Lightning Scheduler Adapter

Keep your 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 links and save time on scheduling

10h+ saved per rep per week

Manage complete Salesforce data in
your Email Sidebar

Access complete Salesforce Financial and Sales Cloud data directly from Revenue Inbox. Create, link, and edit any standard or custom object on the go.

Choose objects and fields to display in the Revenue Inbox Sidebar
Manually save emails to the right Salesforce records
Fully customized Lightning user interface

24% more CRM usage enterprise-wide

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

See Revenue Grid
in action

Sales
Engagement
Innovator
2020
Recognized
by Gartner

Salesforce Integration With Email and Calendar for Financial Services

The most customizable integration for the financial sector

Secure Private cloud 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

Salesforce Financial Services: everything your financial institution needs

Auto capture of every customer interaction, your way

100% customizable

Avoid scheduling conflicts with Lightning Scheduler Adapter

10h+ saved per rep per week

Manage complete Salesforce data in your Email Sidebar

24% more CRM usage enterprise-wide

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

See Revenue Grid in action

Sales Engagement

Innovator 2020

Recognized by Gartner