Improve your team’s efficiency and
performance with Data Capture

Automatically capture all sales activities and data and add them to Salesforce. Help your reps take back the time they spend
manually entering data. Keep your data updated and consistent in your CRM at all times.

Free Trial

We use Revenue Grid to connect Outlook activity into Salesforce. It does this so well, making it really easy to capture essential contact and event information. Revenue Grid allows me to work much more efficiently by capturing all my Outlook correspondence, meetings, etc. in Salesforce. This saves so much time and makes it easy for me to capture important information about clients and prospects.

Andrew M., Partnership Manager

doneFully automated or rule-based

doneCloud or on-premises

done1-way or 2-way

done10+ more hrs of weekly selling time per rep

done300% more activity in CRM

done32% better forecasting

Help your team focus on the one thing
that matters – selling

Automatically capture data from your email and calendar

Automatically capture and save all your sales data from your Outlook/Gmail and calendar to Salesforce without the stress of manual entry.

  • Automatically save all emails, including automated sales sequences
  • Capture recipients’ details, subject lines, and attachments
  • Automatically save calendar items to the appropriate Salesforce records

Create objects in Salesforce automatically and stress-free

Automatically create Salesforce standard objects, including Contacts, Leads, Accounts, Opportunities as well as Salesforce custom objects. Automatically save data to those objects.

  • Auto-create Salesforce contacts in Outlook or Gmail
  • Auto-save attachments in your Inbox to Salesforce records
  • Save and share tasks between Salesforce and your inbox

Access and edit Salesforce data from your Email Sidebar

Effortlessly save and sync data manually or automatically to Salesforce using your Email Sidebar. Edit objects from your inbox without having to go to Salesforce.

  • Manually save data from your inbox using the Email Sidebar
  • Easily edit any data in your Outlook from the Sidebar
  • Automatically save all past emails, calendar items, contacts, etc

Easily configure to suit your team’s workflows

Configure data capture to accommodate any workflow or work with any Salesforce custom object or field. Use Salesforce views and APEX rules without any hassles.

  • Create activity auto-log rules to initiate Salesforce processes
  • Increase efficiency with Salesforce Views Support
  • Customize to work with any custom object or field
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