Trained on your sales talk, playbook, and KPIs for strategic suggestions and evaluations.
Covers meetings end-to-end, from agendas and research to evaluations and follow-ups.
Every conversation updates pipeline, risk, follow-ups, and CRM in real time.
Pushes next steps, reminders, and action items directly to Salesforce, Teams and Slack.
Syncs insights directly to the right records and fields, enriching opportunities and accounts.
Reps are short on prep time, and it’s costing you deals
Meeting Memo brings together the latest updates, deal context, tailored talking points and much more. It automatically pulls data from Salesforce, adapts to the stage and buyer and adds custom reminders based on your strategy.
Important insights and action items are lost after meetings
Your conversations are captured, summarized and turned into actions, automatically mapped to the right records in Salesforce. Follow-ups and next steps are drafted for you and delivered seamlessly across the platforms you already use: Outlook, Gmail, Teams, Slack and Salesforce.
Coaching is inconsistent, and feedback lacks objectivity
Meeting Evaluation gives you a clear view of what worked, what didn’t and where to improve based on your own criteria, not generic benchmarks. It highlights deal risks and objection handling, with AI scoring that transforms insights into practical coaching.
Selling Hours Back Per Rep Each Week
+5
Faster Deal Cycles
25%
More Effective Sales Coaching
60%
Faster Ramp Time for New Reps
30%
How teams use Revenue Grid to capture activity, improve data quality, and drive better outcomes.
Darren Knapp,
Director, Global Operations at Slalom Consulting
The guys from Revenue Grid made an enormous job easy synchronizing our vital data and allowing us to save all emails we needed
David Choate
Chief Operating Officer
I value the ease of use. I don’t have to ask my team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.
Wes Burk
Chief Operating Officer
From a management perspective, we can pop in and see where things may have been rough and step in to help smooth things out, which helps us all keep things moving in the right direction.
