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Welcome to the
Summer ‘23 Release

Embrace the future of revenue growth with our Summer 2023 Release. Carefully crafted based on your feedback, this dynamic upgrade to Revenue Grid is set to redefine your revenue experience and supercharge your business performance.

Transform your forecasts: Plug revenue leaks with enhanced flexibility

Discover a new level of flexibility in forecasting, where sales managers can now shape team forecasts. Empower your sales and RevOps teams to pinpoint revenue leaks effortlessly, as they compare forecasts submitted through Salesforce with those generated within Revenue Grid more effectively.

  • Manager-led forecasting: Sales managers can now submit forecasts for their teams, enhancing the overall forecasting process.
  • Understand forecast differences more clearly: Easily distinguish the variations between forecasts submitted through Salesforce and those created in Revenue Grid.
  • Revamped data presentation: The crossed-out number in the “Best Case” and “Commit” columns now represents the forecast that was previously submitted by the team. The forecast from Salesforce has been moved to a separate column to make it clearer and easier to understand.

Uncovering revenue leaks with improved forecast evolution reports

Delve into your opportunities by stages using the forecast evolution report and track the movement of your deals through each stage. Reveal the opportunities that have leaked from your pipeline in the selected period.

  • Opportunity breakdown by stages: Gain a comprehensive view of your opportunities, broken down by stages, analyzing the progress of your deals.
  • Revenue leaks identification: See the amount of revenue leaks right from the forecast chart, eliminating the need for deep dives into every column.
  • Detailed leak insights: See what opportunities have slipped away from your pipeline within the selected period.

Streamlining signal management with a new Revenue Signals report

Get real-time data on signals performance at your fingertips with the new Revenue Signals report. This report offers a detailed view into how your team is handling their signals, ensuring more effective usage and strategy implementation.

  • Real-time signal performance: Tap into real-time data to track the efficacy of your signals, allowing for swift improvements and optimizations.
  • Insights into team signal management: Understand how your team interacts with their Revenue Signals, fostering more efficient communication and strategy execution.

Making signal management easier

Flexible signal assignments

Assign a signal related to an Opportunity to any team member.

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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.

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Quick author identification

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

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Expanding call capabilities with the new Aircall and RingCentral integrations

Make and receive phone calls directly within Revenue Grid with our new Aircall and RingCentral integrations. By removing the need to toggle between the phone and CRM, you can effortlessly manage all calls within Revenue Grid and via Salesforce widgets.

  • Direct calling in Revenue Grid: Use the Aircall and RingCentral integrations within Revenue Grid to make and receive phone calls.
  • Integrated phone apps: Make outbound calls and receive inbound ones without needing to leave Revenue Grid.
  • Enhanced workflow: Focus your sales and support teams more on their work and less on juggling between different platforms.

New sequence management enhancements

Efficient sequence prioritization

Select the priority of your sequences for better alignment with your current needs.

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Prospect owner change notifications

Receive alerts when the person in charge of a prospect changes, making it easier for your team to adjust.

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Flexible sequence pausing

You can now stop any step of a sequence whenever you like, giving you more control over your sequences.

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Optimizing your schedule with ‘Book Me’ meeting limits

Set a limit on the number of ‘Book Me’ meetings per day, optimizing your time management. Get a better control of your daily schedule, helping to balance workload and prevent meeting overload.

  • Meeting limit control: Assign a cap on the number of ‘Book Me’ meetings per day, ensuring your timetable stays under control.
  • Automated availability management: Once the set limit is reached, the day automatically becomes unavailable for additional bookings, preventing overbooking.

Boosting calendar integration with the Salesforce Lightning Scheduler Adapter

With the Salesforce Lightning Scheduler Adapter, enjoy a unified view of your availability across all your calendars from various platforms, including Microsoft Office 365, Google Workspace, and iCloud. Streamline your scheduling process, prevent double-booking, and ensure optimal time management.

  • Unified calendar view: See all your availability in one place, easily showing when you’re free or busy across all your connected calendars.
  • Broad platform support: Add calendars from Microsoft Office 365, Google Workspace, and iCloud, ensuring a wide range of compatibility.

Making signal management easier

Flexible signal assignments

Assign a signal related to an Opportunity to any team member.

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.

Quick author identification

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

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