Revenue Grid for Salesforce CRM

Sell smarter with Revenue Intelligence

Revenue Grid improves your sales performance and shifts your CRM from the “view mode” to the “do mode” with Revenue Intelligence.

Revenue Intelligence provides sales teams complete sales data through data capture features, analyzes data with AI, and offers actionable insights through guided selling capabilities.

What does Revenue Intelligence cover?

Data Capture

Revenue Grid automatically captures all sales and communication data from your Outlook and saves them to Salesforce. Thus, you can keep your CRM data complete and up-to-date. With this feature, you can auto-create Salesforce objects without leaving your inbox. By automating the data entry process, you can save precious time and boost your team’s efficiency.  

Email Sidebar

Email Sidebar allows you to work with your entire Salesforce data from your inbox. For each email or lead you are working on, get real-time insights from your Salesforce records, view and edit any detail without even leaving your Outlook. Tailor Email Sidebar to your needs by customizing which objects and fields you want to see in a few clicks. 

Pipeline Inspection

Revenue Grid offers you complete pipeline visibility so that you know exactly where your quota numbers stand in real-time. With real-time tracking, you can see which deals are moving, stalled, or at risk in a matter of seconds. Immediate alerts on changes in deal sizes, close dates, and scores allow you to address any situation immediately.  

Relationship Intelligence

With Relationship Intelligence, you can map out connections between parties in a deal. By seeing who influencers, decision-makers, or stallers are, you can target the right contacts to go for the win. Insights on quality and quantity of engagement let you optimize your communication efforts to build better relations with your prospects.

Revenue Signals

Revenue Signals are actionable notifications that show what is going well or poorly in your whole sales process. As the driving force behind guided selling, Revenue Signals eliminate guesswork and offer full controllability over your pipeline. From alerts on important changes, to AI-driven insights about the next best action, Revenue Signals can guide your team in any stage, process, and scenario.

Sales Sequences

Revenue Grid’s automated Sales Sequences help your reps follow the sales process and execute better. Sales teams can build stronger relations with their prospects through insights into what works best in their sequences. With in-depth reporting on sequence performance, your reps know what to focus on and how to generate more revenue.

Why Revenue Grid?

What ROI to expect?

• 35% increase in closed-won ratio
• 40% increase in sales velocity
• 47% of improvement in forecast reliability

Plug-and-play implementation

• Enterprise-ready
• Risk-free, low-cost implementation and onboarding
• Cross-platform support

Absolute security

• ISO 27001 certified, SOC 2, and GDPR compliant
• Security reviews during every phase of product development
• On-prem deployments

Revenue Grid is free for 14 days. Once the free trial is over, an additional purchase is required.

Outlook and Salesforce Integration

Auto-capture 100% sales data, including emails, contacts, attachments, calendar events, and tasks to Salesforce and access everything directly from your Email Sidebar

Pipeline Inspection

Get complete visibility into your revenue cycle, spot deals at risk and determine next steps to move them forward

Relationship Intelligence

Map out relationships and connections between people involved in a deal and identify the key decision-makers

Revenue Signals

Guide your sales team with AI-based recommendations about the next best steps on each specific deal

Sales Sequences

Engage more efficiently with prospects using multichannel automated sequences that feel personal and gain AI insights into what works best and how to scale success