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.
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.
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.
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.
Assign a signal related to an Opportunity to any team member.
Use the new “Manual/Not manual” option in the Signal feed to quickly find the Signal type you’re looking for.
You can find out who created a signal by just clicking on a specific icon.
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.
Select the priority of your sequences for better alignment with your current needs.
Receive alerts when the person in charge of a prospect changes, making it easier for your team to adjust.
You can now stop any step of a sequence whenever you like, giving you more control over your sequences.
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.
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.
Assign a signal related to an Opportunity to any team member.
Use the new “Manual/Not manual” option in the Signal feed to quickly find the Signal type you’re looking for.
You can find out who created a signal by just clicking on a specific icon.
Welcome our 2023 Spring Release! Discover how to identify revenue leaks in your pipeline, compare forecasts over time, and enjoy greater customization in the Signals Builder
Sales forecast cadences, brand-new forecast evolution reports, and other cool features in our Winter Release
