With Revenue Grid’s Email Sidebar, it is very easy to log something to an opportunity or add new contacts to your accounts, who are in cc of an e-mail, or change the status of leads right from the Sidebar. So, we can have everything up to date. I can say that Revenue Grid’s Email Sidebar provides more possibilities than the native Salesforce sidebar.
Peter W., Business Development Manager
Access, edit, and manage all Salesforce data and activities directly from your inbox without having to switch tabs between your email and Salesforce everytime
Automatically track all email clicks and opens with ease. Get insights on customers’ actions with Magic Pixel and plan your next steps better with each new email.
Share your availability as a link or share your “Book me” page with prospects from your sidebar, and let them choose the most suitable available time slots for meetings.
Take the stress out of manual data entry with the email sidebar feature. Manually input, edit, and update all relevant data and activities into CRM directly from your sidebar.