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Looking for a Salesforce Inbox alternative? Try Revenue Grid

Are you tired of Salesforce Inbox inefficiencies? Do you have specific requirements like private cloud deployment or Experience Cloud Licenses? You’re at the right place.

Revenue Grid offers you a powerful easy-to-use integration between your Outlook or Gmail and Salesforce.

That is the most customizable alternative for Salesforce Inbox available on the market

  • revenue inbox
  • salesforce inbox vs outlook integration
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Reasons to choose
 Revenue Grid for Salesforce
and Inbox integration among
many alternatives

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The most customizable integration
for your enterprise

  • Run integration in your private cloud
  • Scale up to 100K users with stable performance
  • Support of all Experience Cloud Licenses: Professional, Enterprise, Unlimited, Customer, and Partner
  • Compliance with U.S. international data privacy regulations

Automated real-time data capture

  • Capture any required confidential data into SFDC and ensure its safety
  • Automatically create Leads, Contacts, and any custom objects
  • Save and link new objects to corresponding Salesforce records
  • Automatically save emails, meetings, or tasks to multiple opportunities, accounts, or cases without creating duplicates

Complete Salesforce data in your Inbox

  • Update Salesforce data directly in your Outlook or Gmail sidebar
  • Choose what data to display in the email sidebar
  • Manually save emails to the desired Salesforce records, including custom objects
  • Use Salesforce email templates from your inbox

Calendar sync that works

  • Mirror all events between Salesforce and your Outlook or Google Calendars
  • Fully align your delegated, shared, and group calendars
  • Keep private or unrelated events out of your Salesforce calendar
  • Sync recurring events between Salesforce and your Outlook or Google Calendars

Real-time pipeline visibility & coaching

  • Track the activity flow between reps and their prospects and accounts
  • Surface at-risk deals and use Signals to coach sales reps digitally
  • Inspect committed deals and understand what’s been overpromised
  • Understand team performance and which efforts produce the best results​

Inbox for Salesforce:
Transition to Revenue Grid easily

implementation

Low-cost, low-risk
implementation

revenue inbox for salesforce

Training and help
at every step

alternative to inbox

Dedicated
DevOps team

What can Revenue Grid do that
Salesforce Inbox can’t?
(comparing our Salesforce Inbox Alternative)

Custom objects

  • Emails, calendar events, and other data can be synced to your custom objects in Salesforce
  • Automatic synchronization to custom objects is not supported

Standard reports

  • The reports you already use will continue to work as usual
  • Activities aren’t stored in Salesforce, so they don’t show up in standard reports

Activities in the API

  • Activities are available in the Salesforce API for triggers, automations, and Apex process-builder
  • Activities are not available in the API

Two-way sync

  • Changes made in Salesforce calendar are reflected in Outlook or Google Calendar, and vice versa
  • Events are only captured; changes made in Salesforce are not reflected in Outlook or Google Calendar

Attachments

  • Email attachments are captured and saved in Salesforce according to your needs
  • Attachments are not captured or saved to Salesforce

Recurring events

  • Recurring events synced from your calendar are stored as recurring events in Salesforce
  • Recurring events create a series of unrelated single events, visible only in the Activities list

Event reminders

  • Event reminders are automatically generated for all captured events
  • Event reminders aren’t generated for captured events
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    VS
  • Custom objects
  • Emails, calendar events, and anything else can be synced to your custom objects in Salesforce
  • Automatic sync to custom objects not supported
  • Standard reports
  • The reports you already use continue to work as usual
  • Activites aren’t stored in Salesforce, so they don’t show up in standard reports
  • Activities in the API
  • Activities are available in the Salesforce API for triggers, automations, and Apex process-builder
  • Activities are not available in the API
  • Two-way sync
  • Changes made in Salesforce calendar are reflected in your Outlook or Google calendar, and vice versa
  • Events are only captured, changes made in Salesforce are not reflected in Outlook or Google Calendar
  • Attachments
  • Email attachments are captured and saved in Salesforce however you need
  • Attachments are not captured or saved to Salesforce
  • Recurring events
  • Recurring events synced from Calendar are stored as recurring events in Salesforce
  • Recurring events create a series of unrelated single events, visibile only in the Activities list
  • Event reminders
  • Event reminders are automatically generated for all captured events
  • Event reminders aren’t generated for
    captured events

Try the #1 way to integrate
Salesforce with your
email & calendar today

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