#1 Salesforce Outlook Plugin

Automate data and activity capture to schedule more meetings with ease







Why Revenue Grid is the best Salesforce plugin for Outlook

Revenue Grid offers you deeper insights for every email you receive. The best part is how easily this Salesforce add-in for Outlook allows you to share your availability, letting others book meetings with you in a single click. Once you download Revenue Grid Salesforce plugin for Outlook you can view and update real-time Salesforce data directly in Outlook as well as customize which Salesforce objects and fields are shown in the sidebar and in what order.

Smart Data Auto-Capture

Sync emails, calendars, contacts, attachments and tasks from Outlook to Salesforce and vice versa.

The sync engine is a server component, meaning it works when Outlook is closed. There is no need for any manual input, and your CRM data always will be up to date.

  • Automatic
  • Stable
  • Rule-based
  • Two way or one way sync

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Complex meeting scheduling simplified

Every meeting requires planning. More often than not, it involves long email strings, accidental double booking, and other time wasters. Revenue Grid Outlook plugin for Salesforce eliminates the hassle and gives you more control with its Scheduling Assistant. Best of all, prospects and customers can book meetings with you in just one click.

View and update your
Salesforce data directly
from Outlook

Use it to display data from your Salesforce leads, contacts, opportunities, and even custom objects in your Outlook sidebar for viewing and editing. The plugin’s layout is highly customizable, so you can easily specify which objects, fields, and views from Salesforce you want to see in your sidebar. Revenue Grid offers both Salesforce Gmail integration and Outlook integration for your convenience.

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Salesforce Outlook Plugin - Revenue Grid

With Revenue Grid, you’ll see that enterprise is in our DNA

  • Free onboarding
  • Flexibility and Performance
  • Security
  • Custom object support
  • Enterprise support and trainings
  • Compliance
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