Revenue Grid Features

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 81 Revenue Grid reviews.

Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 83 Revenue Grid reviews.

Allows users to view data visualizations on several devices. This feature was mentioned in 76 Revenue Grid reviews.

As reported in 84 Revenue Grid reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

As reported in 81 Revenue Grid reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides insights to determine which deals already in the pipeline have the best chance of closing. 74 reviewers of Revenue Grid have provided feedback on this feature.

Warns sales teams of accounts that may be at risk of being lost. 68 reviewers of Revenue Grid have provided feedback on this feature.

As reported in 75 Revenue Grid reviews. Provides live customer data so that sales organizations forecasts stay current.

As reported in 85 Revenue Grid reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Based on 83 Revenue Grid reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 99 Revenue Grid reviews.

Records the rate at which emails are opened. This feature was mentioned in 199 Revenue Grid reviews.

Records the rate at which links in emails are followed. 219 reviewers of Revenue Grid have provided feedback on this feature.

As reported in 214 Revenue Grid reviews. Records the rate at which email attachments are opened or downloaded.

Based on 254 Revenue Grid reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Based on 196 Revenue Grid reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 197 Revenue Grid reviews.

Allows for the categorization of emails. This feature was mentioned in 197 Revenue Grid reviews.

As reported in 178 Revenue Grid reviews. Allows for the creation of templates for frequently-sent emails.

Based on 66 Revenue Grid reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.

Based on 75 Revenue Grid reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.

Based on 62 Revenue Grid reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.

Based on 61 Revenue Grid reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 66 Revenue Grid reviews.

Based on 62 Revenue Grid reviews. Automatically calculates which leads are the most likely to become a customer.

As reported in 70 Revenue Grid reviews. Automatically contacts all leads.

Based on 67 Revenue Grid reviews. Utilizes natural language processing to set up meetings.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 67 reviewers of Revenue Grid have provided feedback on this feature.

Automates the entry of collected data. This feature was mentioned in 68 Revenue Grid reviews.

As reported in 62 Revenue Grid reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Based on 66 Revenue Grid reviews. Provides real-time coaching to sales representatives.

Based on 71 Revenue Grid reviews. Tracks and analyzes sales representative performance.

As reported in 64 Revenue Grid reviews. Measure return on investment and leverage data to predict profitability of future projects.

As reported in 69 Revenue Grid reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 154 Revenue Grid reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Based on 176 Revenue Grid reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Based on 107 Revenue Grid reviews and verified by the G2 Product R&D team. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Based on 112 Revenue Grid reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Based on 176 Revenue Grid reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Based on 104 Revenue Grid reviews. Integrates with calendar software so users can seamlessly schedule calls.

As reported in 94 Revenue Grid reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Based on 134 Revenue Grid reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Based on 134 Revenue Grid reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Based on 126 Revenue Grid reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Based on 78 Revenue Grid reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Based on 74 Revenue Grid reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 77 Revenue Grid reviews.

Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 91 Revenue Grid reviews.

As reported in 92 Revenue Grid reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Based on 92 Revenue Grid reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices This feature was mentioned in 92 Revenue Grid reviews.

As reported in 90 Revenue Grid reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health 76 reviewers of Revenue Grid have provided feedback on this feature.

Based on 73 Revenue Grid reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM 93 reviewers of Revenue Grid have provided feedback on this feature.

Based on 101 Revenue Grid reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM

As reported in 87 Revenue Grid reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM This feature was mentioned in 84 Revenue Grid reviews.

Based on 74 Revenue Grid reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Based on 79 Revenue Grid reviews. Identifies accounts that sales reps aren't engaging with

As reported in 81 Revenue Grid reviews. Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost 78 reviewers of Revenue Grid have provided feedback on this feature.

As reported in 78 Revenue Grid reviews. Identifies common themes and actions amongst reps that close the most deals

As reported in 72 Revenue Grid reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 67 reviewers of Revenue Grid have provided feedback on this feature.

As reported in 37 Revenue Grid reviews. This software integrates with Microsoft Teams.

This software integrates with popular email providers. 41 reviewers of Revenue Grid have provided feedback on this feature.

This software integrates with Zoom. This feature was mentioned in 37 Revenue Grid reviews.

As reported in 37 Revenue Grid reviews. This software integrates with Google Meet.

Based on 41 Revenue Grid reviews. This software integrates with Salesforce.

Provide the ability to create a custom booking page. 38 reviewers of Revenue Grid have provided feedback on this feature.

Based on 38 Revenue Grid reviews. Provide the ability to create custom scheduling URLs.

Provide the ability to create a personalized web embed. 37 reviewers of Revenue Grid have provided feedback on this feature.

Allow users to set automatic working hours. 37 reviewers of Revenue Grid have provided feedback on this feature.

Based on 40 Revenue Grid reviews. Automatically update calendars after a meeting has been booked.

As reported in 41 Revenue Grid reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings.

As reported in 23 Revenue Grid reviews. Allows users to generate text based on a text prompt.

As reported in 23 Revenue Grid reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 59 reviewers of Revenue Grid have provided feedback on this feature.

Allows users to generate text based on a text prompt. 44 reviewers of Revenue Grid have provided feedback on this feature.

Capability to perform complex tasks without constant human input 31 reviewers of Revenue Grid have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 31 Revenue Grid reviews.

Improves performance based on feedback and experience This feature was mentioned in 29 Revenue Grid reviews.

Based on 30 Revenue Grid reviews. Anticipates needs and offers suggestions without prompting

As reported in 29 Revenue Grid reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Based on 18 Revenue Grid reviews. Ability to break down and plan multi-step processes

As reported in 17 Revenue Grid reviews. Works across multiple software systems or databases

As reported in 18 Revenue Grid reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation This feature was mentioned in 18 Revenue Grid reviews.

Anticipates needs and offers suggestions without prompting 18 reviewers of Revenue Grid have provided feedback on this feature.

As reported in 18 Revenue Grid reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input This feature was mentioned in 15 Revenue Grid reviews.

As reported in 15 Revenue Grid reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 15 reviewers of Revenue Grid have provided feedback on this feature.

As reported in 14 Revenue Grid reviews. Improves performance based on feedback and experience

As reported in 14 Revenue Grid reviews. Engages in human-like conversation for task delegation

As reported in 14 Revenue Grid reviews. Anticipates needs and offers suggestions without prompting

As reported in 14 Revenue Grid reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes