Why Revenue Grid is better for
your Inbox than Salesforce Inbox

Tired of the Salesforce Inbox inefficiencies? Got specific requirements like on-prem deployment
or Salesforce Community licenses? You are at the right place.

At Revenue Grid, we provide the most customizable Salesforce and Email & Calendar
integration for Financial sector

Scheduling

Sales
Engagement

Email
tracking

6 reasons Financial companies choose
Revenue Grid

Automated real-time data capture

Capturing any required confidential data into SFDC and ensure its safety
Auto-create Leads, Contacts, and any custom objects
Save and link new objects to corresponding Salesforce records
Auto-save emails, meetings, or tasks to multiple opportunities, accounts, 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 Outlook/Gmail Calendars
Fully align your delegated, shared, & group Calendars
Keep private or unrelated events out of Salesforce Calendar
Sync recurring events between Salesforce & Outlook/Gmail Calendars

No conflicts using Lightning Scheduler

Avoid conflicting appointments using Lightning scheduler adapter
Schedule meetings using real-time availability check
Share your availability as a link
Insert clickable time slots in your email to schedule meetings easily

The most customizable integration for your enterprise

Run integration on-prem or on your private cloud
Scale up to 100K users with stable performance
Support of all Salesforce community licenses: Professional, Enterprise, Unlimited, Customer, and Partner
Compliance with US international data privacy regulations

Real-time pipeline visibility & coaching

Track activity flow between reps and their prospects and accounts
Surface deals at risk and use Signals to coach sales reps digitally
Inspect committed deals and understand what’s overpromised
Understand team performance and what effort brings best results

Transition to Revenue Grid easily

Free implementation
Training and help
at any step
Dedicated
DevOps team

What can Revenue Grid do that
Salesforce Inbox can’t?

Calendar sync

Two-way automatic & manual sync of events
Full support of delegated, shared, and group calendars
Quick “save” toolbar button to log events to CRM
No duplicates in your calendars
Full support of blocklists and private items

Scheduling

Clickable time slots in the email body
Personal page for scheduling online

Data auto-capture

Capture and save emails to Salesforce
Capture and save leads to Salesforce records
Historical sync

Productivity

Аdvanced email tracking
Аuto-reminders on inactive email threads

Calendar sync

One way automatic & manual sync of events
Doesn’t support delegated, shared, or group calendars
Toolbar buttons are not available
High possibility of duplicates
Doesn’t support blocklists and private items

Scheduling

Doesn’t offer clickable time slots option
Personal page for scheduling isn’t available

Data auto-capture

No automatic capture of emails available
No automatic capture of leads available
Historical sync is not availalbe

Productivity

Limited email tracking
No automatic reminders on inactive email threads

vs

What can Revenue Grid do that
Salesforce Inbox can’t?

vs

Calendar sync

Two-way automatic & manual sync of events
One way automatic & manual sync of events

Full support of delegated, shared, and group calendars
Doesn’t support delegated, shared, or group calendars

Quick “save” toolbar button to log events to CRM
Toolbar buttons are not available

No duplicates in your calendars
High possibility of duplicates

Full support of blocklists and private items
Doesn’t support blocklists and private items

Scheduling

Clickable time slots in the email body
Doesn’t offer clickable time slots option

Personal page for scheduling online
Personal page for scheduling isn’t available

Data auto-capture

Capture and save emails to Salesforce
No automatic capture of emails available

Capture and save leads to Salesforce records
No automatic capture of leads available

Historical sync
Historical sync is not availalbe

Productivity

Аdvanced email tracking
Limited email tracking

Аuto-reminders on inactive email threads
No automatic reminders on inactive email threads

Try #1 Salesforce and
Email & Calendar
integration today

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