Revenue Grid allows you to automatically capture all Sales activities and data from your Outlook and Salesforce.
Automatically save any activity like emails, meetings or tasks to more than one Salesforce record at the same time. Auto-create new Salesforce custom objects, and automatically capture and save data to them.
Access, use and manage complete Salesforce data directly from Inbox with the Email Sidebar. Instantly view and update all relevant real-time Salesforce data without leaving your Outlook.
Besides configurable auto-capture of emails, you can manually save selected emails to any record in your Salesforce.
With Revenue Grid, any business-related events in your Outlook or Salesforce Calendar gets automatically mirrored. Change events in one Calendar, and it will change everywhere. What is more, no private events get into Salesforce.
Tired of constant re-scheduling? Insert clickable time slots from your Calendar in your email for your leads and prospects to choose from. Alternatively, share your full availability as a link, letting your leads choose the meeting time in your Calendar on their own.