Welcome to the Spring ‘21 Release

Revenue Grid is budding with new growth this Spring: immediate visibility of positive and negative signs, big calling
additions, and meeting scheduling that’s better than ever

Revenue Signals

Introducing fresh Revenue Signals and categories

In addition to a new batch of Signals, we’ve created new Forecast and Coaching
categories to keep you up to the minute with your pipeline and help you build an even
better revenue machine

Revenue Signals

Improved Signals experience

Positive and negative indicators

Signals are now marked positive, negative, or neutral, so you can see what’s happening at a glance

Custom Signals from anywhere

Create Signals as soon as you think of them: just click on the opportunity wherever you’re working in Revenue Grid

Signal management

You can now mute signals by type, for particular opportunities, or both

Sentiment Analysis

Sentiment grades for emails

You’ll now see each email’s sentiment ranking—from “Very Negative” to “Very Positive”—anywhere that you see emails

  • See the tone of recent communications right from the pipeline view
  • Use sentiment-based Signals, for example, forward all “Very Negative” threads to a manager
  • View sentiment analytics, for example, the average rating of replies to a sequence or rep

All Industry Support

Full support of Salesforce custom objects

Attention financial advisors, insurance agents, and anyone else that uses custom objects in Salesforce: Revenue Grid is your platform

  • Check Activity Trends for your custom object
  • View the Engagement Timeline for each of your projects
  • See Relationship Intelligence related to your properties
  • Receive guiding Revenue Signals throughout legal matters
Calling

Dialer integration

Revenue Grid has integrated dialing with Twilio to reduce speed bumps in your workflow.
When call steps pop up in outreach sequences, just click “Dial”

Conversational Intelligence

More intelligence from calls

All the features that Revenue Grid provides for virtual meetings are now available for calls made from any hosted dialer

  • Sort and listen to recordings complete with transcripts in “Recordings”
  • View insights based on AI analysis of calls
  • Receive Signals based on keywords, insights, action items, and more

Email from Salesforce

Emailing from your email address—in Salesforce

When you see a lead or contact in Salesforce that you need to reach out to, just click their name to email them from your email address

  • Use your saved Revenue Grid templates
  • Include HTML and attachments
  • Add leads and contacts to nurturing sequences
Outreach Delegation

Seamless delegated lead nurturing

Full, simultaneous access to your engagement planner can now be shared with an SDR or someone else so that leads can be developed from your name. Collaborators can:

  • Completely control sequences
  • Send single emails and replies
  • Schedule meetings

Revenue Operations

Salesforce-native reporting for sequences

Sequences are now better integrated with Salesforce so that you can harness powerful
Salesforce-native reporting to see the results of your campaigns. New fields include:

  • Email Opens
  • Replies
  • Positive Responses
  • Demos Scheduled

Accurate Scheduling

No double bookings with Lightning Scheduler

Never receive conflicting appointments because of Lightning Scheduler again. Revenue
Grid’s Adapter automatically shows clients the real-time, merged availability from your
Salesforce and Outlook or Gmail calendars in Lightning Scheduler

Email and Calendar

Inbox upgrades

Inactive email thread reminders

Set threads to jump to the top of your inbox when they haven’t gotten a response in a set amount of days

Book Me redesign

The Book Me widgets are now more beautiful, easier to use, and fully mobile friendly

One-click email saves

It’s now visible in the sidebar when emails are or aren’t saved to a particular object—simply click once to save

Already a Revenue Grid user? For a complete list of all new functionality including how-to guides and technical details, please visit the Knowledge Base and Help Center