Sales
Engagement

g2-leader-fall-2020

Scheduling

g2-leader-fall-2020

Email
tracking

g2-leader-fall-2020

Salesforce Partner
Experience Cloud Licenses?
We’ve got you covered

Revenue Grid is a class-leading enterprise plugin for integrating
your Salesforce Partner Community with your Outlook or Gmail

Try Now

Give your Salesforce Partner Community
members a real Salesforce experience

Automated data capture

Automatically save emails to Salesforce. Sync contacts, calendars, attachments, and tasks between Revenue Grid and Salesforce.
Don’t worry – your private emails and events stay private.

  • Capture emails and attachments
  • Automatically link records and create contacts
  • Sync according to your rules and blacklists
  • Eliminate manual data entry in Salesforce

Use Salesforce from Inbox

View, edit, or create Salesforce data without actually being in Salesforce. View precisely the information you want while honoring all of Salesforce’s rules, filters, permissions, and privacy settings.

  • Work in Salesforce right out of your Inbox
  • Customize what objects, fields, or views you see
  • View contextually related Salesforce records
  • Create, edit, or link custom objects

Better Calendaring

Stop the back-and-forth with multiple calendars, attendees and time zones. Know what happens to your emails after you hit the send button. Shorten your sales cycles and improve your Salesforce adoption.

  • Track email open and click rates
  • Share a personal booking page with time slots
  • Stay organized with rule-based sync of attendees and appointments
  • Get exactly what you need with a highly configurable and enterprise-oriented plugin

Free implementation services

Let us take care of the onboarding process. We’ll work with you regardless of
your plan, application, or deployment size.

Delivering on our promises

On average, our customers enjoy:

  • 33%

    growth in
    CRM business data

  • 24%

    boost in CRM utilization

  • 18%

    increase in sales productivity

  • 32%

    improvement in sales
    reporting

We take Enterprise seriously

Onboarding

We guarantee a smooth adoption of your Revenue Grid
instance with your Salesforce Partner Experience Сloud instance.

  • Thorough reviews of your business, team,
    goals, and expectations.
  • Quick proof-of-concept demonstrations,
    user-acceptance testing, and roll-out assistance.
  • Continual collection of your feedback and roll
    out product improvements.

Customer service

We thoroughly research the unique workflows and needs of our
customers to ensure a successful experience with Revenue Grid.

  • Unlimited technical support that
    covers you 365/7/24.
  • Free access to knowledge base, training and
    documentation.
  • Ongoing customer success services for
    organizations of any size and complexity.

Security

We have decades of experience building and implementing enterprise-level solutions
with privacy and data security in mind. We never store any of your Salesforce, Exchange
or Google data.

  •    logo-ISO
  • logo-GDPR
  • logo-PT
  • logo-PrivacyShield

Find out how Revenue Grid is different

How law firm Morgan & Morgan increased productivity by 20%

Read case study

close
expand_less