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Capture

sync_alt Activity Capture Auto-sync sales data to Salesforce view_sidebar Inbox Sidebar Manage Salesforce from your inbox link Salesforce and Email Integration Connect email and Salesforce seamlessly calendar_month Calendar Sync Automatically log meetings and sync calendars schedule Scheduling Book meetings, avoid double bookings

Inspect

insights True Pipeline See which deals are progressing or stalling groups Team Analytics Bird’s-eye view of rep activity

Engage

alt_route Sales Sequences Multichannel sequences with a personal touch track_changes Deal Guidance Spot risks and openings per deal video_call Meetings Assistance Prep, capture outcomes, share reports

Direct

support_agent Mentor In-CRM guidance for better win rates

Why Revenue Grid

Revenue Grid vs. Competitors Why RG leads in the ROI market Revenue Grid for Enterprise Why RG leads in the ROI market Community Licenses Partner Community with Outlook or Gmail

Trust & adoption

Integration Connect Revenue Grid with your existing tools Security How we protect your data Salesforce for Outlook retirement Migrate seamlessly to Revenue Grid

Financial services

Insurance Brokerage firm expanded capabilities CAPIS Overcame data inaccuracy Commercial Bank Multi-billion dollar bank, enhanced ops

Sales & professional services

Recruitment Stood out with unique data capture Slalom Rebuilt sales model, grew business Morgan and Morgan Caseload up 15-20% Customertimes New Improved pipeline visibility Dale Carnegie New Boosted Follow-Through and Team Engagement

Technology & healthcare

Emerald Scientific Improved pipeline efficiencies Rand Simulation Improved lead management Vapotherm Saved 761 working hours SPT Labtech New Enhanced Visibility, Tracking, and Workflow Efficiency Foxit New Achieved Complete Salesforce Visibility and Control

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What's new

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Who we are

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Pricing

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Capture

Activity Capture Inbox Sidebar Salesforce and Email Integration Calendar Sync Scheduling

Inspect

True Pipeline Team Analytics

Engage

Sales Sequences Deal Guidance Meetings Assistance

Direct

Mentor

Why Revenue Grid

Revenue Grid vs. Competitors Revenue Grid for Enterprise Community Licenses

Trust & adoption

Integration Security Salesforce for Outlook retirement

Financial services

Insurance CAPIS Commercial Bank

Sales & professional services

Recruitment Slalom Morgan and Morgan Customertimes Dale Carnegie

Technology & healthcare

Emerald Scientific Rand Simulation Vapotherm SPT Labtech Foxit

Learn

Blog Webinars White papers

Learn

CRM Integration Documentation Help Center

What's new

Latest Platform Release

Who we are

About Us Newsroom Funding Raised

Work with us

Careers Become a Partner

Get in touch

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Platform

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Features

CRM and Email integration
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Calendar features
Pipeline Visibility
Sales Forecasting
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Salesforce Scheduler Adapter

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