Boost customer
engagement with
Revenue Grid

Amplify customer interactions with Revenue Grid’s Engagement Sequences, customized for Workbooks users. With this specialized Workbooks add-in, you can deliver perfectly-timed, personalized messages to prospects, maximizing their impact and influence.

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The Power of Partnership:
Revenue Grid and Workbooks

Revenue Grid is a revenue intelligence software that transforms B2B sales with smart automation and valuable insights

We’ve partnered with Workbooks for 15 years, providing pivotal add-ins like Outlook Connector and Exchange Server Sync

Our collaboration has fueled two new Workbooks add-ins: Engagement Sequences and Revenue Intelligence

This page highlights the benefits of the Engagement Sequences Add-in, which will supercharge your engagement by 10x

For more detailed information about the Revenue Intelligence Add-in, please visit its dedicated landing page

The Revenue Grid platform is a critical component to our overall sales process, given its impact on new logo pipeline production, sales rep consistency, and revenue leaks mitigation.

Jason Pfeiffer, Viсe President at Rand

Drive deeper engagement and speed up revenue with sales sequences

Automate and scale customer nurturing with sequences and templates

Engage with your prospects at the ideal moment via automated email campaigns across diverse channels.

Mix email, calls, SMS, and social media in your sequences
Set rules for automatic rescheduling of sequence steps
Track sequences in real-time and react immediately to get the best result
Use your best-performing templates without leaving your Inbox

Personalize your nurturing efforts for better engagement

Bring a personal touch to your email sequences and make them work effectively.

Personalize sequences right from the start or at any stage of the sales process
Personalize certain steps for specific recipients in the same sequence
Add your personal online booking link to the templates you use
Merge personal CRM data (like the last communication day) to the required email

Streamline outreach with effective sequence management

Maximize engagement rates through sequence management, delegated outreach tasks, and optimized metrics via effective testing methodologies.

Delegate sequences or send them on behalf of a colleague
Share the best sequences among your team members
Automatically stop low-performing templates
Improve your outreach metrics with A/B testing for sequences

Measure your engagement efforts with sequence performance reports

Get a clear understanding of sequence performance through granular reporting and leverage that knowledge to scale successful practices.

Track delivery rates
Understand what content works better
Get real-time notifications on all engagements in the pipeline
Sort sequences by reply rates to find the best-performing campaigns

Improve customer engagement levels with engagement insights

Use Revenue Signals, real-time AI notifications, to guide your team for better engagement through follow-up reminders and alerts to communication issues.

Understand which customers are engaged and which are not
Gain insights on your most engaged leads, prospects, or accounts
Get instant nudges and notifications when a lead replies
Get notifications on missed or met outreach targets

How Revenue Grid sales engagement platform streamlines your outreach efforts?

46%

higher open rate
27%

higher reply rate
15%

more meetings

It’s time for your team to do outreach the smart way

Book a demo with one of our experts to receive a roadmap customized to your needs

Learn more about Revenue Grid and Workbooks partnership

What’s the background of the Revenue Grid and Workbooks partnership?

As a leading provider of revenue intelligence software Revenue Grid has a 15-year partnership with Workbooks, creating value-adding, deeply integrated solutions.

What have Revenue Grid and Workbooks been partnered on?

Workbooks Outlook Connector (WOC) and Workbooks Exchange Server Sync (WESS) are add-ins developed by Revenue Grid and seamlessly integrated into Workbooks.

What new functionality is Revenue Grid making available to Workbooks clients?

Revenue Grid has introduced two powerful functionalities for Workbooks clients: Engagement Sequences automate and personalize customer communication, saving time while maximizing reach, and Revenue Intelligence serves as a personal guide to identifying and fixing revenue leaks and optimizing sales pipeline performance.

Boost customer engagement with Revenue Grid

The Power of Partnership: Revenue Grid and Workbooks

The Revenue Grid platform is a critical component to our overall sales process, given its impact on new logo pipeline production, sales rep consistency, and revenue leaks mitigation.

Drive deeper engagement and speed up revenue with sales sequences

Automate and scale customer nurturing​ with sequences and templates

Personalize your nurturing efforts for better engagement

Streamline outreach with effective sequence management

Measure your engagement efforts with sequence performance​ reports

Improve customer engagement ​levels with engagement insights