Bring relationship context, guided engagement, and intelligent scheduling into a Salesforce-native workflow, giving teams more time to engage clients and move relationships forward.
Built for execution
Every client relationship is built one interaction at a time, yet execution is often fragmented across many tools.
Revenue Grid Motion works directly across Salesforce and Outlook, connecting client context, guided engagement, and scheduling into one workflow. Teams can prepare, engage, follow up, and keep Salesforce current without constantly switching between systems.
Sarah Chen replied on pricingJust now
Re: Revised pricing before Thursday
[email protected][email protected]+1
“Can you send the revised pricing before Thursday’s review?”
Linked to the Acme renewal with the thread and both contacts; nothing to log by hand.
Partnership review bookedJust now
+2Partnership review — Acme × Revenue Grid
Thu 10:00 – 10:45 AM · 4 attendees
Booked from the shared slots in one reply; the two new attendees are on the account already.
IT is now part of the buying groupJust now
The recording and its notes are linked to the Acme renewal; Dana Wu joins the account as IT’s voice.
Proposal sent to John MillerJust now
Acme_Proposal_v2.pdf1.8 MB · 9 pagesStep 3 of 5Sent as the third step of the partnership sequence; the proposal is filed against the opportunity.
Strong interest in expansionJust now
“If the pilot lands, we’d roll it out to the wealth team in Q1.”
Marta Osei · VP OperationsExpansion signalLogged against Acme with who said it; the expansion signal is raised on the account for the team.
Acme renewal moved to NegotiationJust now
Changed from the context panel in Outlook, with the call behind it; nothing retyped in Salesforce.
Pricing is the main blockerJust now
Drawn from the call and the thread, each fact linked to the renewal and traceable to where it was said.
Give relationship teams the Salesforce data, relationship history, and engagement context they need directly where they work, so every interaction starts with the right information.
Remove the back-and-forth from scheduling while keeping meetings connected to the wider client workflow.
Turn repeatable client engagement into guided, personalized workflows without adding more manual work.
Give Motion the complete, accurate relationship data it needs to guide every client interaction. CRM Sync keeps customer data complete and accurate while giving you full control over mapping, storage, and security.
Case study
See how Slalom increased relationship visibility, cut scheduling time by over 80%, and helped teams serve 2.5x more contacts while reducing revenue leakage.
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