Welcome to Help Center

This is a comprehensive source of information on every aspect of Guided Selling platform — Revenue Grid.

For technical support, please send an email to support team.

Revenue Grid (RG) is a premium web-based Sales Engagement Platform that includes efficient and immediate integration with Salesforce and email client for highly effective Sales department operations:

1. Strengthening overseeing of Sales progress
2. Improving efficiency of carrying out routine Sales tasks
3. Running sophisticated Email, SMS or Phone call type of nurturing/drip campaigns
4. Supervising Sales representatives for team coaching techniques

Revenue Grid navigation

Engagement Planner - used to handle incoming emails, carry out follow ups, associated To-dos. It consists of 3 tabs: Replies, Notifications, and To-dos.

Signals - enhanced automated nudges and alerts for next best action.

Opportunities - a powerful tool that combines multiple data sources to provide insights into progress and lifecycle of your Opportunities.

Sequences - used to create and run automated sequenced reach outs, wether by Email, SMS, or other methods.

Audience - a major pool of prospects, is used to manage Salesforce Leads and Contacts, as well as prospect imported via a CSV file, involved in your campaigns and further communication.

Team - as a major pool of prospects, is used to manage Salesforce Leads and Contacts involved in your campaigns.

Templates - used to manage email templates for your email sequences. Here you create and store emails which later can use for your reach outs, as well as share templates with colleagues.

Settings - used to set up essential parameters applied to your profile, campaigns, collaboration rules with colleagues.

Who benefits from using Revenue Grid

  • Managerial level employees who require automatically collected reports and analytics on the outcomes of the sales operation carried out by their teams, in order to increase;
  • Sales representatives who generate leads, meet sales goals, use automated mass outreach as a leads nurturing and sales channel;
  • Marketing specialists who send out personalized ads, offers, or periodic digests to specific target groups by email;
  • Post-sales customer communication and support specialists sending out product/service updates, surveys, etc.;
  • Marketing and other researchers who spread branched step-by-step surveys and collect structured feedback for analysis;

*Revenue Grid is not a replacement for a full-blown marketing automation platform, it is applicable for specific targeted automated emailing, text messaging, voice calling campaign scenarios


Revenue Grid system requirements

Revenue Grid is a cross-platform solution: the users can run it opened in a web browser on stationary devices and tablets

The essential requirements are:

  • Internet connection
  • MS Exchange/Office 365/Gmail email account
  • Salesforce account

Revenue Grid works with an existing MS Exchange/Office 365/Gmail mail accounts and a Salesforce account; one email account is connected with only one Salesforce account and vice versa. However, the platform ensures seamless collaboration among multiple Revenue Grid users within one Salesforce org.

The platform requires no installation on your device: all required Revenue Grid setup actions are performed via supported web browser.

The product is guaranteed to run smoothly in the latest versions of Google Chrome (on Windows, Linux, Mac, iPad, Android tablets), MS Edge, Mozilla Firefox. Compatibility with other browsers requires specific checking. Revenue Grid basic requirement for a web browser is support of certain web UI controls, which most modern-day browsers include.

Mailbox requirements

Revenue Grid can work only with mailboxes on Gmail, MS Exchange/Office 365 (with Exchange online) servers. Compatible MS Exchange versions: 2010, 2013, 2016, 2019.