Revenue Grid
Overview
Revenue Grid is a company that specializes in providing revenue intelligence solutions to enhance sales processes and operations. Their platform integrates with CRM systems like Salesforce to automate data capture, streamline communication, and provide actionable insights for sales teams. This helps businesses improve pipeline visibility, forecast revenue more accurately, and optimize sales engagement strategies.
Industry: Software
Ideal Customer Profiles: Revenue Grid's ideal customers are medium to large enterprises that rely heavily on Salesforce for their CRM needs and are looking to enhance their sales operations through automation and data-driven insights. These customers typically operate in industries such as technology, finance, healthcare, and professional services.
Website: revenuegrid.com
LinkedIn: http://linkedin.com/company/revenue-grid
Products
Activity Capture 360
Activity Capture 360 automatically captures all sales activities and data, integrating seamlessly with Salesforce to ensure data consistency and reduce manual entry.
Features
Automatic Data Capture
Description: Automatically captures and saves all sales data from emails and calendars to Salesforce, eliminating the need for manual data entry.
Benefit: Saves time and ensures data consistency in CRM systems.
Automatic Object Creation
Description: Automatically creates Salesforce standard and custom objects, saving data to those objects without manual intervention.
Benefit: Streamlines data management and reduces errors in CRM records.
Email Sidebar Integration
Description: Allows users to access and edit Salesforce data directly from their email inbox, facilitating easy data management.
Benefit: Improves productivity by reducing the need to switch between applications.
Customizable Workflows
Description: Enables configuration of data capture to suit specific workflows and Salesforce custom objects or fields.
Benefit: Increases efficiency by aligning with unique business processes.
Email and Calendar Sync
Description: Automatically saves emails and calendar events to Salesforce, ensuring all interactions are logged.
Benefit: Provides a complete view of customer interactions and improves data accuracy.
Calendar Sync
Calendar Sync offers bi-directional synchronization between Salesforce and Outlook or Gmail calendars, ensuring all events are up-to-date and conflicts are avoided.
Features
Bi-directional Sync
Description: Synchronizes all business-related events between Salesforce and Outlook or Gmail calendars, keeping them updated and avoiding conflicts.
Benefit: Ensures accurate scheduling and prevents double bookings.
Delegated Calendar Management
Description: Allows users to delegate calendar management to teammates, enabling them to schedule meetings and manage events on behalf of others.
Benefit: Facilitates team collaboration and efficient scheduling.
Group Calendar Sync
Description: Unifies group calendars from Outlook with Salesforce, providing a comprehensive view of team schedules.
Benefit: Enhances team coordination and visibility into group activities.
Recurring Event Sync
Description: Automatically syncs recurring events between Salesforce and email calendars, ensuring consistency across platforms.
Benefit: Reduces manual updates and maintains accurate event records.
One-click Sync
Description: Enables one-click synchronization of Salesforce and Outlook calendars, simplifying the process for users.
Benefit: Saves time and reduces complexity in calendar management.
Inbox Sidebar
The Inbox Sidebar integrates Salesforce data directly into the user's email inbox, allowing for seamless data management and real-time tracking of email interactions.
Features
Salesforce Data Access
Description: Provides access to Salesforce data directly from the email inbox, allowing users to manage and edit data without switching applications.
Benefit: Increases productivity by streamlining data management tasks.
Email Tracking
Description: Tracks email opens and clicks in real-time, providing insights into customer engagement and actions.
Benefit: Enables sales teams to tailor follow-up actions based on customer interactions.
Availability Sharing
Description: Allows users to share their availability with prospects via a link or 'Book Me' page, facilitating easy meeting scheduling.
Benefit: Improves scheduling efficiency and reduces back-and-forth communication.
Manual Data Logging
Description: Enables manual logging of data into CRM from the email sidebar, ensuring all relevant information is captured.
Benefit: Ensures CRM data is comprehensive and up-to-date.
Email Templates
Description: Allows the use of Salesforce templates in emails, saving time and ensuring consistent communication.
Benefit: Enhances communication efficiency and consistency.
Sales Sequences
Sales Sequences automate multichannel outreach processes, providing AI-driven analytics to optimize engagement and improve sales outcomes.
Features
Multichannel Automation
Description: Automates outreach through multiple channels such as email, calls, SMS, and social media, enhancing engagement efficiency.
Benefit: Increases the reach and effectiveness of sales campaigns.
Engagement Insights
Description: Provides insights into the most engaged leads and accounts, helping sales teams focus on high-potential opportunities.
Benefit: Improves targeting and prioritization of sales efforts.
Performance Reporting
Description: Offers detailed reports on the performance of sales sequences, content, and team activities, enabling data-driven decisions.
Benefit: Enhances understanding of what strategies are working and where improvements are needed.
Team Collaboration
Description: Supports delegation of sequences and sending on behalf of colleagues, facilitating teamwork and collaboration.
Benefit: Improves team efficiency and coordination in sales processes.
Target Notifications
Description: Notifies users of missed or met outreach targets, helping them stay on track with sales goals.
Benefit: Ensures accountability and focus on achieving sales objectives.
Revenue Signals
Revenue Signals provide interactive, contextual alerts that guide sales teams through the sales process, ensuring timely and effective actions.
Features
Guided Selling Alerts
Description: Provides contextual alerts that guide sales teams on the next steps to take, ensuring adherence to sales playbooks.
Benefit: Improves sales process adherence and effectiveness.
AI-driven Insights
Description: Uses AI to alert teams to changes in deals, pipeline, or customer communication, providing data-driven insights for decision-making.
Benefit: Enhances responsiveness and adaptability in sales strategies.
Process Agility
Description: Allows customization of Revenue Signals to guide sales teams through various processes and scenarios, ensuring alignment with business goals.
Benefit: Increases flexibility and alignment in sales operations.
System Integration
Description: Integrates with various sales systems and tools, capturing data and building signals based on comprehensive information.
Benefit: Provides a holistic view of sales activities and enhances data-driven decision-making.
Automatic Data Logging
Description: Automatically captures and logs data to Salesforce, ensuring comprehensive and up-to-date records.
Benefit: Reduces manual data entry and improves data accuracy.
Quantitative Benefits
"Give your reps 10 more hours of selling time every week"
"A law firm increased its caseload load by 15-20% while optimizing CRM usage and adoption."
"A vertical transportation consulting firm increased customer engagement 20%"
"A leading simulation solutions and services provider improved lead generation 25%"
"How a medical device manufacturer saved 761 working days in one year"
"Modern sales sequence software helps managers and reps take back time, with tools for real-time enablement and coaching. The right solution can increase rep productivity by 30%"
"Revenue Grid earns spot on G2's 2024 Best Software Awards"
"The result is that teams can gain ten weekly revenue hours, speeding sales success and revenue velocity."
"With Revenue Grid, in just the first year Vapotherm auto-captured 110,000 emails and 27,000 calendar events."
"Based on their business data, the company saved 761 person-days that would have been otherwise wasted on manual data entry."
"This allowed Vapotherm to save over $175,000 in costs and expenses."
"900% ROI achieved"
Testimonials
"With Revenue Grid, we can see which deals will close and which are at risk—as soon as there's a chance it won't close—so we can double down on deals in trouble."
Bohdan O., Account Executive
"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
"I have a real-time view of all my reps' activities, where my top-performers are spending their time, and how it impacts our pipeline."
Petra E., Sales Manager
"Revenue Grid lets our teams focus on building relationships with clients and closing deals. Seamless integration with our CRM eliminated our data and pipeline management challenges."
Shiomi S, Enterprise Accounts Manager
"We use Revenue Grid to streamline communication and focus on key players in every deal. We've shortened our deal cycles and achieved record win rates."
Roman M., Sn. Account Manager
"We use Revenue Grid to connect Outlook activity into Salesforce. It does this so well, making it really easy to capture essential contact and event information. Revenue Grid allows me to work much more efficiently by capturing all my Outlook correspondence, meetings, etc. in Salesforce. This saves so much time and makes it easy for me to capture important information about clients and prospects."
Andrew M., Partnership Manager
Source: Auto-capture data between email and Salesforce | Revenue Grid
"Revenue Grid's quick sync feature is my favorite. It keeps me connected with Salesforce right from Outlook. I also love the functionality to schedule meetings by giving someone options which is very helpful. My team has been able to update opportunities quickly, schedule meetings faster and get more done. Anyone that needs Salesforce updated constantly by their team should try this product out. It's easy to customize to your needs!"
Erin W., Sales Operations Coordinator
Source: Sync Outlook Calendar with Salesforce Automatically | Revenue Grid
"With Revenue Grid's Email Sidebar, it is very easy to log something to an opportunity or add new contacts to your accounts, who are in cc of an e-mail, or change the status of leads right from the Sidebar. So, we can have everything up to date. I can say that Revenue Grid's Email Sidebar provides more possibilities than the native Salesforce sidebar."
Peter W., Business Development Manager
"Securing new logo customers is a fundamental component to business growth and expansion. As such, prospecting is central to any sales strategy. Revenue Grid Sale Sequences automate our outreach process and ensures the right messaging is heard by the right audience while providing the data analytics to pinpoint the recipients that are most likely to engage, thus narrowing our focus for live call follow-ups. This efficiency not only accelerates new customer sales, but also allows reps to spend more time with their existing customer base."
Jason Pfeiffer, Vice President at Rand
Source: Sales Sequences powered by revenue and growth insights | Revenue Grid
"Ever since we transitioned to remote working, it's been incredibly harder to help my team execute the right sales process, it was almost as if I was losing control. But with Revenue Signals, I can provide an almost "hold-me-by-the-hand" kind of guidance without being physically present or micromanaging my reps. What I also find useful is how Signals pop up on the tools we use for our day-to-day activities. Whether it's a change in deal amount, engagement updates, or an urgent task that needs to be done, it surfaces it all instantly. It's saved us a whole lot of second-guessing and helped my team focus more"
Gustavo B., Senior Director Sales & Strategic Operations
Source: Revenue Signals: Selling Signals for Sales Process | Revenue Grid
"From a management perspective, we can pop in and see where things may have been rough and step in to help smooth things out, which helps us all keep things moving in the right direction."
Wes Burk, CEO at Emerald Scientific
Source: Emerald Scientific accelerates customer wins with Revenue Grid
"Business leaders can see logs of every customer interaction by every team member, so our customers feel like everyone they interact with understands their needs, which is a bonus."
Amy Dillon, IT & Marketing Manager at Emerald Scientific
Source: Emerald Scientific accelerates customer wins with Revenue Grid
"Revenue Grid turned out to be of great help for our sales reps, and lived up to our expectations in all respects"
Source: Vapotherm: How Vapotherm Saved 761 Sales Rep Days With Revenue Grid
"We needed great quality access to Salesforce data for field personnel, seamless integration with Office 365 and total mobility."
Source: Vapotherm: How Vapotherm Saved 761 Sales Rep Days With Revenue Grid
"We received much-needed access to critical data while in the field."
Source: Vapotherm: How Vapotherm Saved 761 Sales Rep Days With Revenue Grid
"The guys from Revenue Grid made an enormous job easy synchronizing our vital data and allowing us to save all emails we needed"
Source: Vapotherm: How Vapotherm Saved 761 Sales Rep Days With Revenue Grid
Customer Stories
Vapotherm
Problem: Inefficient use of time in sales processes
Value Add: Revenue Grid helped automate and streamline sales processes
Outcome: Saved 761 working days in one year
Slalom
Problem: Needed to rebuild sales model
Value Add: Revenue Grid provided tools to restructure sales approach
Outcome: Successfully rebuilt sales model and grew business
Morgan and Morgan
Problem: Suboptimal CRM usage and adoption
Value Add: Revenue Grid optimized CRM usage and adoption
Outcome: Increased caseload by 15-20%
VDA
Problem: Needed to improve customer engagement
Value Add: Revenue Grid provided tools to enhance customer interactions
Outcome: Increased customer engagement by 20%
Emerald Scientific
Problem: Inefficiencies in pipeline management
Value Add: Revenue Grid improved pipeline efficiencies and visibility
Outcome: Drove growth for the equipment distributor
Rand Simulation
Problem: Needed to improve lead generation
Value Add: Revenue Grid provided tools to enhance lead generation processes
Outcome: Improved lead generation by 25%
Rand
Problem: Securing new logo customers for business growth and expansion
Value Add: Revenue Grid Sale Sequences automate the outreach process and ensure the right messaging is heard by the right audience while providing data analytics to pinpoint the recipients most likely to engage
Outcome: This efficiency not only accelerates new customer sales, but also allows reps to spend more time with their existing customer base
Source: Sales Sequences powered by revenue and growth insights | Revenue Grid
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