--- title: Revenue Grid Reviews meta_title: 'Revenue Grid Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 587 reviews by the users' company size, role or industry to find out how Revenue Grid works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 587 scale: '5' date_modified: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Revenue Grid Reviews **Vendor:** Revenue Grid **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.6/5.0 **Total Reviews:** 587 ## About Revenue Grid Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. ## Revenue Grid Pros & Cons **What users like:** - Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup. (41 reviews) - Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook. (37 reviews) - Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management. (34 reviews) - Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes. (29 reviews) - Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product. (26 reviews) - CRM Integration (21 reviews) - Easy Integrations (16 reviews) - Users value the **time-saving integration** of Revenue Grid with Salesforce, simplifying tasks and enhancing productivity. (16 reviews) - Easy Setup (13 reviews) - Email Tracking (13 reviews) **What users dislike:** - Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration. (8 reviews) - Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid. (7 reviews) - Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup. (6 reviews) - Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency. (6 reviews) - Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality. (6 reviews) - Users report occasional **software issues** like crashes and email tracking failures, requiring frequent reloading of the Chrome add-on. (6 reviews) - Users face **integration issues** with Salesforce that hinder automation and require careful configuration for effective contact management. (5 reviews) - Software Bugs (5 reviews) - Limited Features (4 reviews) - Poor Customer Support (4 reviews) ## Revenue Grid Reviews ### 1. this program has made logging activity super simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Revenue Grid?** Simplicity of logging sales activity. I like the fact it connects right into email. **What do you dislike about Revenue Grid?** There is really nothing I dislike about the program. **What problems is Revenue Grid solving and how is that benefiting you?** Having to log into a seperate system to log activities. ### 2. Direct engagement tie into Outlook and Salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Gandhi R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Pulls Salesforce info as you look at an email/contact. **What do you dislike about Revenue Grid?** Still learning the best ways to utilize. **What problems is Revenue Grid solving and how is that benefiting you?** Multi-tasking between applications. ### 3. Links with Salesforce and useful Sequence Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Peter G. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Revenue Grid?** Sequences are really helpful and are viewable in Salesforce. **What do you dislike about Revenue Grid?** I don't really have anything to add here. **What problems is Revenue Grid solving and how is that benefiting you?** We are using all aspects of Revenue Grid - it particularly helps us with communicating with our leads and contacts on Salesforce, and understanding email performance metrics. ### 4. Segment Market Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** I love how easy it is to schedule meetings with customers through Outlook. **What do you dislike about Revenue Grid?** It would be nice to have little more customization to what Outlook calendar options are available. **What problems is Revenue Grid solving and how is that benefiting you?** As I reach out to customers outside of sales typical communication, it allows me to track conversations so account owners are aware of all communication. ### 5. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Declan M. | Customer Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Revenue Grid?** RevenueGrid makes it easier to achieve my goals and is easy to navigate, allowing for a seamless working experience. **What do you dislike about Revenue Grid?** I'm a big fan of revenue grid and don't have any drawbacks **What problems is Revenue Grid solving and how is that benefiting you?** Making day to day activities easier and avoiding duplication of work ### 6. Helps make daily tasks more efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Revenue Grid?** Using Revenue grid helps cut down time on entering data. Its connection with Salesforce is very helpful and it makes me feel more productive and quicker when doing my daily tasks. **What do you dislike about Revenue Grid?** I think something that can be improved upon in Revenue Grid is the autofill feature when importing new contacts. It would be nice to just have a contact saved with one click rather than having to fill in the info anyways. **What problems is Revenue Grid solving and how is that benefiting you?** The main problem that Revenue Grid is solving for me is having to create Salesforce cases manually. I like that revenue grid can just use an email to create the case I need. ### 7. Using the solution every day to planning deals. **Rating:** 5.0/5.0 stars **Reviewed by:** Olexandr K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** The most useful is the ease of operation and integration with mail and other systems. **What do you dislike about Revenue Grid?** There's no such thing. All good. I believe that this is the best solution for such tasks. **What problems is Revenue Grid solving and how is that benefiting you?** Allows you to visually and quickly understand the current situation with transactions. Allows in planning daily work, collecting information from letters. ### 8. Improves ease and comfort of use tremendously **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** It is neatly integrated into MS Outlook offering a seamless integration improving users' experience **What do you dislike about Revenue Grid?** Sometime unstable performance - add-on within MS outlook needs to be re-installed **What problems is Revenue Grid solving and how is that benefiting you?** Faster and more efficient use through integration into MS Outlook minimizing the required steps and hurdles to do this manually via the browser ### 9. Very efficient and flexible in customization & automate the process **Rating:** 4.5/5.0 stars **Reviewed by:** Vishal T. | Sales Manager, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2022 **What do you like best about Revenue Grid?** We have been using it with salesforce to track the activities of multiple email accounts. It is a user-friendly cloud-based service that offers great features and better admin controls. Very efficient and flexible in email template customization that saves a lot of time. **What do you dislike about Revenue Grid?** I haven't had any issues with Revenue Grid and its integration helped a lot in tracking email activities and customer experience. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid helps in saving time with less effort with easy integration. Very intuitive and user-friendly to navigate for our marketing teams. ### 10. great evolution of team work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Revenue Grid?** improve the quality of the work and the communication **What do you dislike about Revenue Grid?** sometimes is very very low but i think thats internet problems **What problems is Revenue Grid solving and how is that benefiting you?** help to find all the informations in same place ### 11. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Dor R. | Account Executive & Pre-Sale Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 25, 2022 **What do you like best about Revenue Grid?** Today I need to take data from my Outlook and transfer it to the CRM system Salesforce. Revenue Grid saves me time by clicking on save to Salesforce, whether it is an important email or a new contact. **What do you dislike about Revenue Grid?** I haven't faced anything on the downside of the use as a user at the moment. **What problems is Revenue Grid solving and how is that benefiting you?** The problem is that it is 2 systems I use - Outlook and my CRM Salesforce, Taking the data from my email and transffering it to Salesforce can take some time. It can save me maybe 30 minutes a day. ### 12. Helpful tool easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Its easy and user friendly interface. Thumbs up. **What do you dislike about Revenue Grid?** Nothing i can think of. All works well. Thumbs up. **What problems is Revenue Grid solving and how is that benefiting you?** Making life easier when it comes to scheduling calls and meetings with prospects. Highly recomend makes. It makes your workday more efficient and easy to orhanise calender. ### 13. Efficiently track all salesforce activities **Rating:** 4.5/5.0 stars **Reviewed by:** aarzoo s. | Project Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2023 **What do you like best about Revenue Grid?** Revenue Grid is superb at integrating with salesforce and generating helpful insight reports. I like the ease of email template customization and can easily track all email delivery. UI is very intuitive and easy to use. I like the documentation, which helps us greatly in email customization and troubleshooting. **What do you dislike about Revenue Grid?** There is not a significant problem happening, so happy with the service. Thank you. **What problems is Revenue Grid solving and how is that benefiting you?** We can easily communicate with our customers and can track customer activity. ### 14. Great tool. Saves a lot of time **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** The easiness to use the tool. Syncs really well with the CRM-Salesforce. **What do you dislike about Revenue Grid?** Nothing much as of now. I havent come across any negatives yet. **What problems is Revenue Grid solving and how is that benefiting you?** The problem of manually syncing details with Salesforce is much simpler and efficient now by using Revenue Grid. ### 15. Business Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** I like that it requires very little maintenance once it has been configured properly. **What do you dislike about Revenue Grid?** I would like the UI to be enhanced so administering the tool is more intuitive. **What problems is Revenue Grid solving and how is that benefiting you?** Documenting client touchpoints that would otherwise occur without any visibility. ### 16. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Integration is seamless. It's also very intuitive to use, it help us pulls emails directly from Salesforce. **What do you dislike about Revenue Grid?** So far nothing that I dislike. I hope the product will continue to evolve for more features in the future. **What problems is Revenue Grid solving and how is that benefiting you?** Email integration ### 17. Great experience, it's being used to login data to SF **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Revenue Grid is a great sales engagement platform that provides an innovative approach to revenue optimization. Its advanced features have helped us to enhance our sales processes and achieve outstanding results. **What do you dislike about Revenue Grid?** While Revenue Grid offers a range of useful features for sales engagement and revenue optimization, some users may find the platform's interface and navigation to be somewhat complex and challenging to navigate initially. **What problems is Revenue Grid solving and how is that benefiting you?** It helped us better track emails from and to prospects through Salesforce ### 18. Easy to use, good level of service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Easy to use and mannage. Support have been good. **What do you dislike about Revenue Grid?** Admin UI could be better but it works well enough. **What problems is Revenue Grid solving and how is that benefiting you?** Keeping all client communication logged on CRM when multiple users are speaking with the client over the sales lifecycle. ### 19. Very good, high quality software. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Revenue Grid?** Simplicity and ease of creating sequences **What do you dislike about Revenue Grid?** Nothing so far, everything is working perfectly **What problems is Revenue Grid solving and how is that benefiting you?** Revenuegrid is an excellent alternative to other mailing apps and it enables me to track the effect of my emails ### 20. Very comfortable and easy to use app **Rating:** 5.0/5.0 stars **Reviewed by:** Shahar A. | Sales and marketing Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2022 **What do you like best about Revenue Grid?** The ability to attach e-mail to a member of my contacts list in the CRM system **What do you dislike about Revenue Grid?** That I have a "dismiss" message each time I open outlook after my computer was shut down **What problems is Revenue Grid solving and how is that benefiting you?** Saving e-mails history with clients ### 21. Seamless Outlook & Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Revenue Grid?** Saves time by automating menial tasks, such as logging calls & emails on SalesForce, as well as allowing me to instantly access accounts & details from Outlook **What do you dislike about Revenue Grid?** SmartCloud Connect can sometimes be slow to update, and it opens a new tab on SalesForce each time you action something on it, further slowing down SalesForce. **What problems is Revenue Grid solving and how is that benefiting you?** Ensuring all comms are tracked & logged. Saves time. ### 22. Useful for Salesforce Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** Integrates emails to Salesforce quickly and effectively **What do you dislike about Revenue Grid?** No downsides identified as of right now as I use it in a very limited capacity **What problems is Revenue Grid solving and how is that benefiting you?** Ensures everything is tracked and associated in our internal systems ### 23. Very Intuitive UI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** The best part of Revenue Grid is the Outlook Plugin and its customization abilities. **What do you dislike about Revenue Grid?** Sometimes when you push certain updates in your salesforce environment it can take a while to actually update for your users. **What problems is Revenue Grid solving and how is that benefiting you?** We use salesforce for our executives to track leads on finding funding. Revenue Grid allows those executives to easily and quickly log emails with prospective investors, current investors, and lenders, among others. ### 24. EXCELLENT PRODUCT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** really fast and efficient customer support **What do you dislike about Revenue Grid?** sometimes it logs out authomatically without any alert **What problems is Revenue Grid solving and how is that benefiting you?** for our business it is really important tracking all the email sent from our users ### 25. Very frustrating . Disconnects constantly **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Revenue Grid?** I like that you do not have to type in everyone's name to connect it, and I do not have to copy and paste it into Salesforce anymore. However, it is frustrating more often than not. **What do you dislike about Revenue Grid?** The amount of times it disconnects and randomly bring people into some emails and doesn't track the exact lead I need it to. Our recurring meetings are randomly sending updates to our clients in batches of hundred at a time. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue grid is looking to fix multiple issues but is taking a long time to identify and solve the problems. It seems that our system has been down more often recently. More times than not my revenue grid doesn't load. ### 26. Sales Executive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** The auto-population of the system works well. **What do you dislike about Revenue Grid?** none, it works exactly as i have expected it should **What problems is Revenue Grid solving and how is that benefiting you?** it solves having to manually track my emails in SF ### 27. I found it easy to use. And I feel I can talk about it to other people. **Rating:** 3.5/5.0 stars **Reviewed by:** Nancy V. | Customer Service., Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Revenue Grid?** I never have used anything like this before and it was easy to use. Once I was on it, I could see, it was easy. **What do you dislike about Revenue Grid?** I haven't found anything i dislike about it yet. **What problems is Revenue Grid solving and how is that benefiting you?** Not writing my emails twice. ### 28. Very useful for my daliy mail job~! **Rating:** 5.0/5.0 stars **Reviewed by:** Yip T. | Senior Key Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2022 **What do you like best about Revenue Grid?** Log everything automatically when linking up with salesforce. **What do you dislike about Revenue Grid?** A bit slow down my outlook, may be my computer not fast enough. **What problems is Revenue Grid solving and how is that benefiting you?** Avoid the mail missing when followed by a different person. ### 29. Great email syncing tool, needs some admin improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Revenue Grid?** My favorite features are the ability to link emails to any object, standard or custom. My org utilizes quite a few custom objects that serve as primary records for different business units and so this is extremely helpful and a limitation I've found in other email syncing tools. The meeting scheduling features are also quite handy. **What do you dislike about Revenue Grid?** Better and easier admin controls would be helpful. There's alot of individual user customization that's allowed without admin oversight such as components visible in the add-on so while I appreciate users getting some level of customization its a little harder to standardize a process when users are free to make changes. Additionally, the documentation is not my favorite nor is it very easy to understand. Some of the most basic admin questions like who is syncing or not and WHY, or how to decipher basic error messages, etc. are lacking in the document hub. The saving grace is the RG reps always have an answer when I email them directly. **Recommendations to others considering Revenue Grid:** Utilize your RevenueGrid partners for support. They've been a fantastic partner for both implementation and support. **What problems is Revenue Grid solving and how is that benefiting you?** RevenueGrid is allowing us to capture critical email history on custom objects related to our account management teams. So much as our service relies on constant communication with customers so having that logged to Salesforce instead of staying stuck in private inboxes has been a great addition to our workflows. ### 30. Revenue Grid has been a very positive experience for me **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Revenue Grid?** Revenue Grid has helped me save time and be more efficient with calendaring, compared to Calendly and synching to Salesforce to create new contacts and accounts. **What do you dislike about Revenue Grid?** The user interface feels a little clunky and it would be ideal to auto-set some features for calendaring. **What problems is Revenue Grid solving and how is that benefiting you?** As noted above, it saves time creating new accounts and contacts in Salesforce seamlessly and allows me to schedule appointments much more efficiently. ### 31. Easy to bridge to SF **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Revenue Grid?** Being about to create a case from Gmail. **What do you dislike about Revenue Grid?** It would be nice if the info received in Gmail could just copy straight over without having to manually enter all the info before creating a SF Case. **What problems is Revenue Grid solving and how is that benefiting you?** RG allows us to continue to retrieve emails still trickling in through Gmail so we don't miss anything and then allows us to create a SF Case. ### 32. Ease of Filing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Revenue Grid?** The simplicity of Revenue Grid and the time back in my day are far and away my favorite part. Drag, drop, and goooo! I'm on to the next task instead of trying to sort through Salesforce. **What do you dislike about Revenue Grid?** The one slight drawback of Revenue Grid is that it doesn't instantly shrink back to the side and become less intrusive. Is this a deal breaker by any stretch, no, however it could be better. **What problems is Revenue Grid solving and how is that benefiting you?** The problems that Revenue Grid solves is getting the information where it needs to go so it can be referenced by not only myself but others in the future while not taking even more time out of my day. ### 33. Fantastic product with great insight **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Revenue Grid?** Easy to use. Useful tools. Intergrates seamlessly to my current setup **What do you dislike about Revenue Grid?** Nothing I can think of. At the moment. All working fine. **What problems is Revenue Grid solving and how is that benefiting you?** Email integration. Pipeline visability. ### 34. Keeps Me Organized **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Revenue Grid?** It helps me keep my sales pipeline open and keeps me organized. **What do you dislike about Revenue Grid?** It can be slow sometimes, but otherwise I have no issues. **What problems is Revenue Grid solving and how is that benefiting you?** It helps me reach out to more people quicker, and keeps track of all the emails I send. ### 35. Overall great experience with Revenue Grid! **Rating:** 4.0/5.0 stars **Reviewed by:** Joanna L. | Senior Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Revenue Grid?** Revenue Grid makes it easy to log relevant activities in Salesforce **What do you dislike about Revenue Grid?** Sometimes, Revenue Grid is a bit slow - it takes 20-30 seconds for items to save directly from Outlook to Salesforce. **What problems is Revenue Grid solving and how is that benefiting you?** Revenue Grid makes it easy to link my Outlook directly to Salesforce, so I automatically track and log activities ### 36. Gets the job done! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Revenue Grid?** Been a long time user of the software and it helped me to automate many steps of our process **What do you dislike about Revenue Grid?** Sometimes the interface isn't clear and it takes me a while to put in al required data **What problems is Revenue Grid solving and how is that benefiting you?** Automated appointment scheduling ### 37. Seamless & User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah K. | Associate Wealth Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Revenue Grid?** I like that I can link my emails associated with Salesforce so effortlessly. Also, it houses many of my email templates. This saves a lot of time. **What do you dislike about Revenue Grid?** Sometimes it has glitches where it lags and I need to restart Outlook. **What problems is Revenue Grid solving and how is that benefiting you?** Data recording, template saves, interlocked with Outlook so I don't have to open another program. ### 38. Works for what we do **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** It automatically links notes to SFDC. Eliminates some manual process **What do you dislike about Revenue Grid?** It does not always link to the correct opportunity. Needs to reconnect constantly which is annoying **What problems is Revenue Grid solving and how is that benefiting you?** Automating business processes. Not needing to go in and do it myself ### 39. Time slots are grate **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Revenue Grid?** I use time slot on a daily base and it makes meetings alone easier to manage **What do you dislike about Revenue Grid?** Sometimes it logs out from saleforce and then you need to re register **What problems is Revenue Grid solving and how is that benefiting you?** Making it easier to schedule meetings with multiple people ### 40. Revenue Grid is the Best Outlook to Salesforce Synchronization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2021 **What do you like best about Revenue Grid?** Easily capture outlook items to salesforce with a couple of clicks **What do you dislike about Revenue Grid?** Occasionally some emails receive an error that they did not get captured inside salesforce **What problems is Revenue Grid solving and how is that benefiting you?** Problem Solving: Eliminating steps capturing relevant information from Outlook into Salesforce ### 41. Revenue Grid helped to guide through the selling techniques and promote upselling. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Revenue Grid?** Techniques in selling. workflow is easy to follow. **What do you dislike about Revenue Grid?** nil. at the moment quite happy with all functions. **What problems is Revenue Grid solving and how is that benefiting you?** analysing is unique, helps to understand the full cycle of sales and its data. ### 42. Daily time saver! **Rating:** 4.5/5.0 stars **Reviewed by:** Theresa D. | Channel Sales Manager - Private Label, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2021 **What do you like best about Revenue Grid?** We love the Revenue InBox. It is a daily time saver. It is so insync with our processes in Salesforce. You can create your new Lead, contact and opportunity right from the email! **What do you dislike about Revenue Grid?** We didn't like how the calendar bookings were not updated and could get double booked, BUT in this new release, this has been rectified! **Recommendations to others considering Revenue Grid:** Great team, very knowledgeable, quick to respond and always increasing the features. **What problems is Revenue Grid solving and how is that benefiting you?** We needed a way for our communications to auto flow into our Salesforce. Revenue grid does just this! Our emails are shared and more! ### 43. Revenue Grid is an easy and useful tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Revenue Grid?** That it is a quick and easy way to access Sales Force **What do you dislike about Revenue Grid?** I dislike that some of the information does not transfer. **What problems is Revenue Grid solving and how is that benefiting you?** Our sales team is more likely to create a case due to Revenue Grid. ### 44. Seamless integration that solves the email dilemma of Salesforce Email. **Rating:** 5.0/5.0 stars **Reviewed by:** Rolo M. | Regional Director of Restaurant Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2022 **What do you like best about Revenue Grid?** With one click you can easily take and track your email into Salesforce and it will then track responses for you to keep a history of your conversations. This product Rocks. **What do you dislike about Revenue Grid?** Nothing. This seems to be a perfect program. I haven't had any issues with the program. It connected seamlessly and was set up very easily. It's a "no-brainer" for even a non-tecky. **Recommendations to others considering Revenue Grid:** Do it... It's just that simple. **What problems is Revenue Grid solving and how is that benefiting you?** Salesforce basically, is a pain in the a$$ when it comes to email technology. Nobody wants to use Salesforce or any other CRM for a matter of fact to email their prospect or customer. With Revenue Grid I can use Outlook and then it does the rest by importing it to my Salesforce. ### 45. Works great with Outlook and saves me time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Revenue Grid?** That I can save any email into the propert client file **What do you dislike about Revenue Grid?** nothing really comes to mind, sometimes there is an error but the RG people respond very fast with a solution **What problems is Revenue Grid solving and how is that benefiting you?** streamlines my time ### 46. Revenue Grid Use **Rating:** 5.0/5.0 stars **Reviewed by:** Minula K. | Associate Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Revenue Grid?** setting up the sequence and email chain is very good. I like the automatic follow up function. Overall its very easy to use as long as you have the templates. **What do you dislike about Revenue Grid?** One major issue for me is sending only 1 mail per minute. This is a bit tough as I do bulk mails and there were times where all my sequences stopped for weeks when I tried to send 600+ emails. I had to contact our IT division to solve the issue which took weeks. **What problems is Revenue Grid solving and how is that benefiting you?** So far only a minor issue I am facing when sending bulk mails which has not been solved yet. ### 47. Revenue Grid is an necessary app for buisness **Rating:** 5.0/5.0 stars **Reviewed by:** Simon N. | commercial, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Revenue Grid?** its helps to boost the sales of the business **What do you dislike about Revenue Grid?** Sometimes it isn't easy to have the right analys **What problems is Revenue Grid solving and how is that benefiting you?** its permits to sync of calendar with all the company ### 48. Efficient Outlook Add-on **Rating:** 3.5/5.0 stars **Reviewed by:** Michael Z. | Investment Banking Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Revenue Grid?** I like the ability to have a plug-in that connect my outlook mailbox to other tools I use throughout my day **What do you dislike about Revenue Grid?** Sometimes the software has some glitches in which it pulls information that it should not, but it is easily fixable **What problems is Revenue Grid solving and how is that benefiting you?** This is solving a time issue that allows me to add valuable information with minimum effort. It helps me be more productive ### 49. My Insight for Revenue Grid **Rating:** 4.5/5.0 stars **Reviewed by:** Remco J. | EMEA Revenue Operations Manager, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Revenue Grid?** Allocates actionable AI guidance which help move rapidly when making sales deals. **What do you dislike about Revenue Grid?** Unavailability of mobile application for my iOS device is tho only slight issue. **What problems is Revenue Grid solving and how is that benefiting you?** Virtualize and eliminate revenue leaks before they venture into our business processes. ### 50. Amazing tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2022 **What do you like best about Revenue Grid?** I am using the Revenue grid in my Outlook to track my sales force emails and tasks it's very easy and integrates very well with my sales force account which saves me a lot of time. **What do you dislike about Revenue Grid?** Sometimes the sync doesn't work you will have to manually do it. The plugins may get disconnected. The calendar is not appealing to me. I think the design could improve, the extra window in my outlook takes too much space. **What problems is Revenue Grid solving and how is that benefiting you?** It saves a lot of time jumping from one platform to another, now I can manage most of my workload in one platform which is easy and simple to use (once you get to know it ) ## Revenue Grid Discussions - [Can SmartCloud Connect integrate with other business systems apart from Salesforce?](https://www.g2.com/discussions/ingegrations) - 2 comments, 1 upvote - [Can I create rules for synchronization between Outlook and Salesforce?](https://www.g2.com/discussions/data-syncronization) - 1 comment, 1 upvote - [Does SmartCloud Connect store any of my corporate data?](https://www.g2.com/discussions/data-storage-b68a8afc-6099-482c-b65d-fae996445607) - 1 comment, 1 upvote - [Product comparison](https://www.g2.com/discussions/product-comparison) - 1 comment, 1 upvote - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments - [View Revenue Grid pricing details and edition comparison](https://www.g2.com/products/revenue-grid/reviews?page=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A51%3A16+-0500&secure%5Bsession_id%5D=5c67ecaf-828e-4ca4-b246-97dcec0e0d10&secure%5Btoken%5D=aa69cd991bb804833408c98fbbad48dac04b620808abd0b64de2d472fafc863a&format=llm_user) ## Revenue Grid Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [GoTo Meeting](https://www.g2.com/products/goto-meeting/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## Revenue Grid Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Lead Facilitation** - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Analytics** - Open Rates - Link Activity - Attachment Activity **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Predictive Analytics** - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **AI and Automation** - Buyer Intelligence - Machine Learning **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times - Real-Time Updates **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Third-Party Integrations - Social Media Integration - Website Integration **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - Employee Management - Alerts/Notifications - Reporting & Statistics - Group Scheduling - Customer Database - Appointment Scheduling - Time Zone Tracking - AI Copilot - Calendar Sync **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## Top Revenue Grid Alternatives - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,501 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Cirrus Insight](https://www.g2.com/products/cirrus-insight/reviews) - 4.2/5.0 (1,467 reviews)