Turn a Sales Engagement Platform into Predictable Revenue

Revenue Grid is a sales engagement platform for Salesforce teams that automates multichannel outreach and turns relationship data into action. AI-guided cadences, native CRM sync, and engagement analytics help teams win more meetings.

Trusted by Revenue Leaders at

Why Use sales engagement platform

A sales engagement platform helps revenue teams coordinate email, calls, SMS, and social touches at scale without losing context. Revenue Grid adds real-time Salesforce sync, automated sequence rules, and performance analytics so teams can engage faster, personalize better, and act on trusted data.

Multichannel Outreach That Feels Personal

Build cadences across email, calls, SMS, and social touchpoints while mixing manual and automated steps for more relevant engagement.

Salesforce-Native Execution

Execute sequences directly from Salesforce, import recipients from views and reports, and personalize every message with Salesforce custom fields.

Automation That Adapts in Real Time

Start, pause, or adjust sequences automatically when replies or engagement events happen, so reps stay focused on live opportunities.

Analytics That Show What Works

Track performance by sequence, step, and prospect. Revenue Grid customers have reported 46% higher open rates, 27% higher reply rates, and 15% more meetings.

In-Inbox Productivity

Run outreach from Outlook or Gmail, share time slots, and keep follow-up moving without switching between disconnected tools.

Trusted Data Behind Every Touch

Every email, call, and meeting is logged to Salesforce automatically, creating a complete activity history for reporting, pipeline review, and forecasting.

Why Choose Revenue Grid for sales engagement platform

Revenue Grid gives Salesforce teams more than sequence automation. It combines sales cadences, activity capture, inbox execution, scheduling, and AI-driven guidance in one Revenue Action Platform.

  • Supports the entire revenue team across every stage of the cycle
  • Automates multichannel sequences across email, calls, SMS, and social touchpoints
  • Logs every interaction to Salesforce automatically with real-time, bidirectional sync
  • Personalizes outreach at scale using Salesforce custom fields, views, and reports
  • Gives managers drill-down analytics by sequence, step, and prospect
  • Extends beyond engagement with meeting assistance, true pipeline, forecasting, and RG Mentor AI

Hear it Straight From
Our Customers

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Revenue Grid allows us to work much more efficiently by capturing all our Outlook contacts, correspondence, and meetings and updating Salesforce automatically.
Andrew M.
Partnership Manager
Seamless integration with our CRM eliminated our data and pipeline management challenges. Revenue Grid lets our teams focus on building relationships with clients and closing deals.
Shiomi S.
Enterprise Accounts Manager
Remote work made it incredibly hard to help my team execute. With Revenue Signals, I can provide “hold-me-by-the-hand” guidance without being physically present or micromanaging my reps.
Gustavo B.
Senior Director Sales & Strategic Operations

How Revenue Grid Works as sales engagement platform

 

Create multichannel sequences with templates, manual steps, or automation.

Pull CRM context

Import recipients from Salesforce and personalize with live record data.
Start, pause, or adjust outreach when replies or key events happen.
Work in Outlook or Gmail with scheduling and tracking built in.
Review opens, replies, meetings, and sequence KPIs in real time.

Sales engagement platform
For Different Teams

Sales Reps
Revenue Grid helps reps run sequences inside Outlook or Gmail, automate logging to Salesforce, and reduce manual admin work. Scheduling links, real-time tracking, and AI-assisted follow-up help reps spend more time selling and less time updating CRM.
Sales Managers
Managers get visibility into sequence performance, rep activity, and engagement trends by step, prospect, and campaign. Combined with pipeline and meeting intelligence, Revenue Grid helps managers coach proactively instead of relying on rep recollection. Customer teams have reported saving 30–40% of the time previously spent preparing pipeline reports and tracking deals.
Leadership
Leadership gets a trusted source of truth for relationship activity, cleaner pipeline inspection, and more dependable forecasting. Revenue Grid customers report saving 30–40% of the time previously spent preparing pipeline reports and tracking deals.
Operations Teams
Leadership gets a trusted source of truth for relationship activity, cleaner pipeline inspection, and more dependable forecasting. Revenue Grid customers report saving 30–40% of the time previously spent preparing pipeline reports and tracking deals.

Testimonials

Emerald Scientific accelerates customer wins with Revenue Grid
A CONVERSATION WITH
Wes Burk
CEO

How Revenue Grid Helps Slalom Improve Revenue Performance
A CONVERSATION WITH
Darren Knapp
Director, Global Operations at Emerald Scientific

How Morgan & Morgan processes 20% more cases with Revenue Grid
A CONVERSATION WITH
Brian Walsh
Senior Platform Analyst

Unified. Synced. Actionable.

RevenueGrid unifies fragmented
sales workflows

Connect every touchpoint—from emails to meetings—and turn chaos into clarity.
Unlock insights that drive action, not just reporting.

Book a demo

Frequently Asked Questions

A sales engagement platform helps sales teams manage and automate outreach across channels such as email, calls, meetings, SMS, and social touchpoints. Revenue Grid adds Salesforce-native execution, automatic activity capture, and AI-guided actions so engagement data becomes usable for reporting, pipeline visibility, and forecasting.
The main benefits are better productivity, more consistent outreach, stronger personalization, and clearer performance analytics. Revenue Grid also helps teams connect engagement to outcomes by logging every interaction to Salesforce automatically and surfacing KPIs like opens, replies, and meetings.
The best sales engagement platform should fit existing workflows, sync cleanly with CRM, support personalization at scale, and provide usable analytics. For Salesforce teams, Revenue Grid stands out because sequences run natively with real-time CRM sync, custom field personalization, inbox execution, and broader revenue workflows beyond cadences.
Many sales engagement platforms focus only on sequences. Revenue Grid combines sales cadences with automatic activity capture, scheduling, inbox-side execution, meeting assistance, true pipeline, forecasting, deal guidance, and RG Mentor AI, all built around trusted Salesforce data.
Revenue Grid pricing starts at $30/user/month for Activity Capture 360, $49/user/month for Knowledge Capture, and $149/user/month for Revenue Grid Ultimate. Sales cadences, forecasting, deal guidance, and the broader sales intelligence and engagement platform capabilities are included in the Ultimate tier.
Yes. Revenue Grid supports both Outlook and Gmail, with inbox-side execution that lets reps work from the tools they already use. Teams can run sequences, track engagement, manage Salesforce records, and share scheduling options without leaving the inbox.
Yes. Revenue Grid provides engagement tracking and performance analytics across sequences, steps, and prospects. Teams can measure opens, replies, clicks, and meetings booked, then use that data to improve outreach and prioritize the highest-impact actions.
No. Revenue Grid supports reps, managers, leadership, and operations teams. It works as a sales engagement platform for frontline execution, but it also helps managers coach, gives leaders more reliable pipeline visibility, and gives operations teams cleaner Salesforce data and stronger reporting.
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