Welcome to the Winter ‘22 Release

Revenue Grid prepared special gifts for your sales team this winter season: a new batch of Revenue Signals,
revenue attribution reporting, enhanced scheduling and other great updates

Revenue Grid products under one umbrella brand

To make your experience with Revenue Grid better, we’ve brought together all our products under the brand name of Revenue Grid.

Introducing the newest Revenue Signals

Here’s a new batch of AI-based alerts to help your team execute effectively, close deals faster,
and win more often.

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Coach your team faster using Signals alerts and Salesforce objects

Have your sales reps take specific actions on contacts, leads, opportunities, or accounts and monitor their performance.

  • Assign a Signal alert to a team member
  • Connect your Signals to a specific Salesforce object (Account, Opportunity, Contact, or Lead)
  • Monitor team members’ activity on those Signals

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Customize sequence steps for engagement efforts with a personal touch

Use Signals’ recommendations to develop more personalized nurturing campaigns and receive timely notifications for important sequence steps.

  • Set up personalized Signals as a step in your sales sequence
  • Receive Signals alerts at appropriate times in your nurturing campaigns
  • Monitor how your reps take action on the Signals alerts

Analyze revenue attribution reports on your sales sequences

Discover which sequences make the greatest impact on your pipeline and see exactly how much revenue each rep generates using each particular sequence.

  • Find the most successful sequences in your pipeline
  • See exactly how much revenue each sequence generates
  • Get granular reporting on sequences, content, and teams

Call your contacts directly from Salesforce

Get back hours of productivity by communicating more efficiently with prospects and customers. Make calls directly from Salesforce and automatically log them to the proper Salesforce records.

  • Make one-click calls from Salesforce via Twilio
  • Automatically capture call data in Salesforce
  • Automatically log all Microsoft Teams client calls to Salesforce

Customize meeting plans with new scheduling options

Customize the scheduling settings to suit your requirements. Choose optional attendees, meetings’ duration and other parameters for smoother workflows.

  • Generate a Book me link with up to three duration options
  • Manage your availability by excluding time slots when creating a Book me link
  • Add your colleagues as optional attendees when you’re scheduling a meeting
  • Allow meeting attendees to invite guests (as optional attendees) to the meeting

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Improve your productivity with Revenue Grid and Salesforce integration

Adapt Revenue Grid and Salesforce integration to the way you delegate tasks in Salesforce.

  • Delegate who sends emails from the Salesforce user interface
  • Suppress the Salesforce lead assignment rules in sequences
  • Use the multiple emails/phone numbers support for sequences
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