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.
Got specific requirements like on-premises 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.
Options for on-premises and private cloud deployment
Enterprise-scale solution for up to 100K users
Multi-geo tenant Microsoft Exchange supported
Full support of Lightning Scheduler functionality
All Salesforce Community licenses supported
Specifically designed for Salesforce Financial Services Cloud
Speedy resolutions to any request
SOC 2 compliant, ISO 27001 certified, and GDPR compliant
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.
Automatically log all data from customer communication channels to
Salesforce. No missing data, no inaccuracies, no duplicates.
Access complete Salesforce Financial and Sales Cloud data directly from Revenue Inbox. Create, link, and edit any standard or custom object on the go.
