Revenue Grid Reviews & Product Details

The expanded functionality beyond standard email sync, especially features like Time Slots and multi-opportunity logging. Our sales team really values the increased visibility in Salesforce. The ability to customize which additional object fields are exposed in the RG side panel based on user needs rather than a one size fits all approach, is also an advantage. Review collected by and hosted on G2.com.

One challenge was the amount of troubleshooting required during our pilot, primarily related to the initial configuration. It took time and coordination with Support to get everything working as expected. Once those setup issues were resolved, the system has been stable and is now functioning with minimal issues. Review collected by and hosted on G2.com.

Revenue Grid has significantly reduced our manual data entry by automatically capturing all activities into our CRM. This automation allows our team to focus more on building customer relationships rather than administrative tasks. It's a huge time-saver and keeps our data accurate. Review collected by and hosted on G2.com.

To be honest, I haven't encountered any significant downsides or issues while using Revenue Grid so far. The platform works exactly as expected and has met all my needs perfectly. I am extremely satisfied with its current performance and features. Review collected by and hosted on G2.com.

Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action. As a large company, we often submit multiple tickets, sometimes several in a single day. Despite this high volume and the added complexity of working across different time zones, the support team always replies promptly and efficiently.

The product itself is also excellent. It has significantly increased our employees' productivity and automated tasks like sending follow-up messages through Sequences and scheduling meetings with Book Me and Time Slots. This automation enables our team to focus more on revenue-generating activities.

While Sequences and Book Me/Time Slots are user-friendly, they do require some training for our users.

Implementation was very smooth, especially during our system migration. The team, and Kirill in particular, supported us throughout the process, guiding me step by step as we integrated Revenue Grid products into our new system. Review collected by and hosted on G2.com.

There is honestly nothing I dislike about Revenue Grid. Since I also work in a technical field, I can appreciate the challenges and limitations they face in enhancing their product, and I understand that not every feature can be implemented right away. Review collected by and hosted on G2.com.

The integration with salesforce for logging emails and interactions is extremely helpful. I also love the "book me" feature which makes scheduling efficient. The support was quick and helpful, they solved my issue right away. Review collected by and hosted on G2.com.

There is nothing that comes to mind. I am still new using it and it has been easy to use so far. Review collected by and hosted on G2.com.

The best thing about revenue grid is how easily it integrates with Outlook and Salesforce. Honestly, we looked at a few similar third party tools and RG took the cake! It makes it so much easier to save emails to Salesforce and creating new records from people who email you is a sinch. I would definitely recommend this product for any company looking to do similar. Review collected by and hosted on G2.com.

Something I wish revenue grid could do that I would love an upgrade for is for situations where you delete an email that you previously saved, I wish the Salesforce tag in Outlook would be removed, like I wish it was intuitive in that way that the system could tell that you deleted the email, so it wouldn't look like you still saved that email, when seeing the email in Outlook. Review collected by and hosted on G2.com.

Mass emailing without the feel of automation.

The AI chat!!!!! It pulled every bit of information I was looking for regarding a single account around growth and interractions. It then went on to build the tables for me show I can represent the data in a chart! It also builds my recipient lists for me for my sequences based on my requests.

Integration with Outlook

Time slots!

Meeting links Review collected by and hosted on G2.com.

I wish the mobile Outlook integration was cleaner and offered more features.

I would LOVE an app for my iPad. please. Review collected by and hosted on G2.com.

Extremely easy to use UI. If you are missing any information or formats to start any sequence then you are prompted. The templates and previewing elements to the tool are really useful as you can see exactly.

If ever i had any questions around sequences or mailers being sent, and i had to raise a case with support, they were very quick to engage and reply and provide comprehensive support, rather than being just pushed to the Q&A area which other companies do. Review collected by and hosted on G2.com.

Very few issues, it has always worked very well for myself and the team. Only issue which limited larger adoption within my organisation was the lack of integration with Microsoft Dynamics. Review collected by and hosted on G2.com.

It has AI-driven insights and revenue intelligence that helps us data driven data as it shows actionable guidance.

It has seamless integration with other tools which promotes a streamlined workflow as we do not shift from one app to another Review collected by and hosted on G2.com.

It has a deep learning curve due to highly advanced features that can be hard to understand. Review collected by and hosted on G2.com.

I appreciate that it streamlines the process of adding contacts into Salesforce. I have a number of meetings and use it often to add contacts in. It's also easy to use and implement/integrate with my inbox. Review collected by and hosted on G2.com.

The main drawback for me was that I couldn't use it with Spark, the mail app I previously relied on. However, my organization has now switched to Superhuman, which does integrate with it. Review collected by and hosted on G2.com.

Super easy to use and administer. Game changer for automatic recording of everything outlook to Salesforce. Love the calendar invite functionality as well. Always making updates and adding new features. Support is quick to respond and always willing to help. Review collected by and hosted on G2.com.

It does crash from time to time, but a quick restart of Outlook will fix that. No other complaints on my end. Review collected by and hosted on G2.com.