Official partner of Workbooks

Get revenue intelligence
with Revenue Grid

Elevate your sales process with Revenue Grid’s Revenue Intelligence Add-in, customized for Workbooks users. This tool enhances your pipeline visibility, identifies and mitigates revenue leaks, and eliminates growth barriers.

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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: Revenue Intelligence and Engagement Sequences

This page details the benefits of the Revenue Intelligence Add-in, offering crucial insights and analytics for your sales process

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

Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.

Darren Knapp, Director, Global Operations at Slalom Consulting

Visualize your entire pipeline, address gaps,
and hit forecasts

Gain real-time pipeline visibility to identify and eliminate revenue leaks

Enhance your understanding of customer communication within each opportunity, identifying gaps and guiding your team towards effective solutions.

Gain complete visibility of your pipeline and measure pipeline health
Detect changes and risks in your sales pipeline early and forecast revenue with confidence
Get actionable sales insights that reveal weak spots and opportunities and help your reps act on them

Build a rigorous and well-designed forecasting process

Provide sales and RevOps teams with insightful analytics for more predictable revenue and improve forecast accuracy.

Standardize weekly, monthly, and quarterly forecast submission process across your team’s hierarchy (VPs, AЕs, managers, reps)
Review your quota, override, and track changes across all forecast categories in a click
Create forecasts for a specific business segment (for example, new business)

Empower your team to win more through relationship intelligence

Map out relationships and connections between people involved in a deal—both from your side and the customer’s side. Identify the champions who drive the deal forward and go for the win.

Discover the key people who drive opportunities to a win
Analyze the connections your customers have developed beyond your sales team
Get insights on the quality and quantity of communication

Analyze and gain clarity on your sales team’s activities

See at a glance what actions reps take in each deal and what outcomes they bring.

Identify top-performing reps on your team
Track the number of activities per rep with the sales team tracker
See the time each of your reps spends on each activity

Execute better, close faster, and win more with real-time deal alerts

Transform your sales data into action with contextual AI-powered notifications called Revenue Signals, empowering teams to achieve more wins.

Auto-alert your team to deals at risk or silent deals
Get actionable contextual insights from your sales data
Integrate Signals directly into Teams or Slack to help reps stay more productive

How Revenue Grid impacts your
sales and revenue with Revenue Intelligence?

25%

improved conversion rate
29%

increased playbook adoption
62%

improved productivity

It’s time to give your revenue engine an upgrade

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.

Official partner of Workbooks

Get revenue intelligence with Revenue Grid

The Power of Partnership: Revenue Grid and Workbooks

Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.

Visualize your entire pipeline, address gaps, and hit forecasts