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

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Scheduling

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Sales
Engagement

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Email
tracking

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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​
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