Included in Revenue Grid Ultimate
Your AI-powered meeting assistance before, during and after every call. Whether you’re coaching a team or closing the deal yourself, we help you focus on what matters most — the conversation.
From every conversation to every field in Salesforce, we keep your pipeline accurate and always moving forward.
Reps are short on prep time, and it’s costing you deals
Meeting Memo brings together the latest updates, deal context, tailored talking points and much more. It automatically pulls data from Salesforce, adapts to the sales stage and buyer and adds custom reminders based on your strategy.
Important insights and action items are lost after meetings
Your conversations are captured, summarized and turned into actions, automatically mapped to the right records in Salesforce. Follow-ups and next steps are drafted for you and delivered seamlessly across the platforms you already use: Outlook, Gmail, Teams, Slack and Salesforce.
Coaching is inconsistent, and feedback lacks objectivity
Meeting Evaluation gives you a clear view of what worked, what didn’t and where to improve based on your own criteria, not generic benchmarks. It highlights deal risks and objection handling, with AI scoring that transforms insights into practical coaching for reps and managers.
From prep to follow-up to coaching, see how Revenue Grid transforms every sales conversation into pipeline progress
How Revenue Grid transforms sales meetings into actionable insights – before, during, and after the call.
