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Welcome to the
Fall ‘23 Release

Experience the next level of revenue transformation with our Fall 2023 Release. Designed in response to your valuable input, this vibrant update to Revenue Grid aims to reshape your revenue journey and boost your business success. Join us in exploring these innovative features, each created to provide you with tools for advanced control, insights, and growth.

Customize forecast types across your sales team

Tailor forecast insights to your team’s needs

Understand the driving forces behind your forecasts

Making opportunity health-check easier

Seamless call tracking: Twilio & Salesforce

Optimize meetings scheduling with “Book me”

Collaborative forecasting with customizable forecast types

With the support of custom Forecast Types, you and your sales team can analyze and submit forecasts for each configured type individually. Ensure forecasting tailored to your unique business needs, including the retrieval of quotas and the ability to submit adjusted forecasts for each type separately.

  • Customizable Forecast Types: Create and define specific categories for forecasts in alignment with your unique business requirements. Whether it’s forecasting for new business, renewals, churn, products, or utilizing custom amount field forecasting, you have the flexibility to tailor your forecasting landscape
  • Team collaboration: Empower team members to jointly submit and review forecasts, enhancing alignment and communication within the forecasting process.

Collaborative forecasting with customizable forecast types

Improved forecast precision with multi-angle forecast analysis

Improved forecast precision with multi-angle forecast analysis

Elevate decision-making with the enhanced Forecast Chart. Analyze forecasts from various angles, view all fiscal quarters together, and switch display modes for tailored insights. Incorporate manager-adjusted values and actionable Signals for a precise and flexible forecasting process. Stay alert to potential revenue leakage and enable swift strategy adjustments or team coaching

  • In-depth analysis across the fiscal year: Conveniently view all quarters in a single Forecast Chart for a comprehensive overview.
  • Flexible data display mode: Switch between viewing data by forecast categories or stages, tailoring insights to your needs.
  • Manager-adjusted forecast: Include manager-adjusted Best Case and Commit values for clarity and alignment in forecasting.
  • Actionable leakage notifications: Stay ahead of potential revenue leaks with AI-driven Signals designed to alert managers to discrepancies in forecasting.

Revenue leaks detection and resolution with interactive drill-down

Get from Forecast Chart to Pipeline Evolution Report in one click to recognize critical changes and understand the driving forces behind your forecasting. This enhancement takes data analysis to the next level, facilitating more informed and strategic decision-making.

  • Interactive exploration: With a simple click, delve into the details of your forecast charts, examining shifts and trends in your pipeline over time.
  • Understanding of influential factors: Identify and understand the key moments and elements that shape your forecasts and pipeline.
  • Strategic decision making: The detailed insights provided through this interactive drill-down enable deeper pipeline visibility and more accurate forecasting.

Revenue leaks detection and resolution with interactive drill-down

Making opportunity health-check easier

Opportunity status

Gain insight into an opportunity’s progress by accessing the complete history of action items.

Opportunity status

Opportunity tracker

Easily track historical changes in the opportunity amount, stage, and close date.

Opportunity tracker

Opportunity collaboration

Leave both public and private notes about opportunities directly on the Opportunities page.

Opportunity collaboration

Streamlining prospect insights and management

Streamlining prospect insights and management

Gain critical insights into your prospects through Salesforce Lead and Contact records from the most recent sequences. By better tracking and understanding your prospect engagement, you can effortlessly streamline the sales process.

  • Sequence details: View the date and time of addition to the sequence, enhancing your understanding of prospect engagement.
  • Communication statistics: Access essential statistics including the number of sent auto-emails, manual emails, sequence steps, and total calls made, offering a comprehensive overview of interactions with each prospect.

Seamless call tracking: Twilio integration with Salesforce

Enhance your workflow with the automatic synchronization of Twilio calls to Salesforce. Now, all your Twilio calls made through our platform are effortlessly logged as Tasks in Salesforce, complete with a date-linked call record.

  • Automatic call logging: Twilio calls are automatically registered as Tasks in Salesforce, reducing manual input.
  • Detailed call records: Every task includes a link with the date of the call, allowing you to track the complete history of communications with ease.

Seamless call tracking: Twilio integration with Salesforce

New sequence management enhancements

Simplify prospect management

Add prospects to a desired sequence while automatically stopping all other sequences for them.

Simplify prospect management

Auto-dismiss irrelevant notifications

Admins can now auto-dismiss notifications and to-do items for streamlined organization and better prospect outreach.

Auto-dismiss irrelevant notifications

Redesigned sequence steps creation

Easily craft any sequence steps with our newly revamped steps creation dialog.

Redesigned sequence steps creation

Effortlessly integrate phone numbers from “Book Me” into Salesforce

With this new enhancement in the scheduling process the phone number provided on the “Book Me” confirmation page is automatically saved to the corresponding Salesforce record.

  • Seamless integration: Phone numbers entered via the “Book Me” link are stored directly in Salesforce, either on an auto-created or existing Contact record.
  • Streamlined productivity: Eliminate manual entry and ensure accurate contact information with this automated process.
  • Optimized scheduling: Build upon the “Book Me” feature’s existing capabilities, further streamlining your daily schedule and contact management.

Effortlessly integrate phone numbers from “Book Me” into Salesforce

New productivity enhancements

Streamlined file saving

Preselect specific file types in the Email Sidebar save dialog, enabling quicker and more efficient file management.

Streamlined file saving

Improved Signal feed filtering

Use the new “Manual/Not manual” option in the Signal feed to quickly find the Signal type you’re looking for.

Better user management with new Admin panel

Quick author identification

You can find out who created a signal by just clicking on a specific icon.

Autosaving of email threads in Gmail

Welcome to the Spring ‘24 Release

Revenue Grid’s new AI features in our Spring ’24 Release empower you to work smarter and win more deals

Learn More
Welcome to the Winter ‘23 Release

Elevate your revenue growth strategy with the Fall 2023 Release from Revenue Grid. Explore transformative features like advanced sales forecasting, real-time insights, and streamlined Revenue Signals management – all designed to accelerate your business success.

Learn More

Ready to see the new features in action?

Schedule a strategy call for you and your team today to see how to give your revenue engine
an upgrade.

Schedule a call

Previous post: Welcome to the Summer ‘23 Release

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