Integrate Salesforce into your
inbox and calendar with the
#1 Salesforce Outlook Plugin
Scheduling
Sales
Engagement
Email
tracking
Scheduling
Sales
Engagement
Email
tracking
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. It allows you to 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.
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.
Every meeting requires planning. More often than not, it involves long email strings, accidental double booking, and other time wasters. Revenue Grid 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.
Revenue Grid also works with Gmail. Use it to display data from your Salesforce leads, contacts, opportunities, and even custom objects in your Outlook or Gmail 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.