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.

The service efficiently manages multiple tasks, ensuring seamless client interactions. Review collected by and hosted on G2.com.

The system works great with reviewing the calendars of attendees in house and helping set meetings for several clients and internal teams daily. 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.

Easy to integrate. It’s also easy to collaborate with external clients through email threads. The auto-save feature saves emails automatically and links them to the specific contact record in SF. The sidebar that shows the existing contact record helps reduce the creation of duplicate contact records in Salesforce. The RG support team is very helpful and prompt. Review collected by and hosted on G2.com.

I haven't encountered any significant downsides or issues while using Revenue Grid so far. 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.

Ease of use. Were able to send a lot of communication out and stay on top of responses and intent signals easily. We really appreciate the customer support and onboarding we received, any time we had a question it was resolved quickly. Review collected by and hosted on G2.com.

nothing comes to mind, our experience has been great for what we need it for. Review collected by and hosted on G2.com.

The fact that it can log emails to salesforce Review collected by and hosted on G2.com.

I have not really found any downsides thus far Review collected by and hosted on G2.com.

Sidebar, Outlook to Salesforce sync, app access within Salesforce Review collected by and hosted on G2.com.

Less control on field mapping as to how the values get logged within Salesforce on task and contact Review collected by and hosted on G2.com.

Fast to log emails, and accurate when logging incoming emails. Review collected by and hosted on G2.com.

Not being able to send emails from Salesforce when logged. Also, our service team work with opportunities, saving all emails to them. This is less easy to do 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.