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
Got specific requirements like on-prem deployment or Salesforce Community licenses? You are at the right place.
Revenue Grid offers the most flexible solution designed specifically to meet any need of financial enterprises
On-premises and private cloud deployment available
Scale up to 100K users with stable performance
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, ISO 27001, and GDPR certified or compliant
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
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 your Inbox. Create, link, and edit any standard or custom object on the go
