Generated from real user reviews
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백민정(MJ Baek) .
Small-Business (50 or fewer emp.)
5.0/5
"Effortless Automation That Saves Time and Boosts Accuracy"
What do you like about Revenue Grid?
Revenue Grid has significantly reduced our manual data entry by automatically capturing all activities into our CRM. This automation allows our team t
Jansen M.
Mid-Market (51-1000 emp.)
5.0/5
"Exceptional Support and Productivity-Boosting Automation"
What do you like about Revenue Grid?
Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.
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Jennifer V.
Mid-Market (51-1000 emp.)
5.0/5
"Expanded Email Sync That Boosts Salesforce Visibility"
What do you like about Revenue Grid?
The expanded functionality beyond standard email sync, especially features like Time Slots and multi-opportunity logging. Our sales team really values
Rob S.
Small-Business (50 or fewer emp.)
4.5/5
"Seamless Outlook-Salesforce Integration with Excellent Email Capture"
What do you like about Revenue Grid?
Excellent tool to connect outlook with salesforce! We used primarily for email capture, but they also [provide other cool functionality to create cas
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Verified User
Mid-Market (51-1000 emp.)
5.0/5
"We are satisfied of RG"
What do you like about Revenue Grid?
Ease of integration—honestly, we only needed a few hours to get it integrated.
백민정(MJ Baek) .
Small-Business (50 or fewer emp.)
5.0/5
"Effortless Automation That Saves Time and Boosts Accuracy"
What do you like about Revenue Grid?
Revenue Grid has significantly reduced our manual data entry by automatically capturing all activities into our CRM. This automation allows our team t
See Related User Reviews
Jansen M.
Mid-Market (51-1000 emp.)
5.0/5
"Exceptional Support and Productivity-Boosting Automation"
What do you like about Revenue Grid?
Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.
Andre M.
Small-Business (50 or fewer emp.)
4.5/5
"AI Insights and Seamless Integrations Drive Productivity"
What do you like about Revenue Grid?
It has AI-driven insights and revenue intelligence that helps us data driven data as it shows actionable guidance. It has seamless integration with
See Related User Reviews
Jansen M.
Mid-Market (51-1000 emp.)
5.0/5
"Exceptional Support and Productivity-Boosting Automation"
What do you like about Revenue Grid?
Revenue Grid has consistently provided exceptional support. Whenever we submit a support ticket, the team responds quickly and takes immediate action.
Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Great Activity Logging, But Outlook Connection Needs Improvement"
What do you like about Revenue Grid?
I appreciate how it automatically logs my activities in Delphi, and its simplicity makes it very user-friendly. The customer service and support have
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Kathleen C.
Small-Business (50 or fewer emp.)
5.0/5
"Effortless Contact Management and Seamless Integration"
What do you dislike about Revenue Grid?
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 Supe
Regan H.
Mid-Market (51-1000 emp.)
5.0/5
"Effortless Lead Management with Seamless Google Integration"
What do you dislike about Revenue Grid?
That you have to add the State to all leads before saving
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Jennifer V.
Mid-Market (51-1000 emp.)
5.0/5
"Expanded Email Sync That Boosts Salesforce Visibility"
What do you dislike about Revenue Grid?
One challenge was the amount of troubleshooting required during our pilot, primarily related to the initial configuration. It took time and coordinati
Verified User
Mid-Market (51-1000 emp.)
4.0/5
"Solid integration between Outlook and Salesforce"
What do you dislike about Revenue Grid?
Occassionally there are sync errors but the team work with us to resolve these.
See Related User Reviews
Verified User
Mid-Market (51-1000 emp.)
4.0/5
"Solid integration between Outlook and Salesforce"
What do you dislike about Revenue Grid?
Occassionally there are sync errors but the team work with us to resolve these.
Monica G.
Small-Business (50 or fewer emp.)
5.0/5
"Excellent Tool"
What do you dislike about Revenue Grid?
That the CSV template is rigid, and I have to customize/change column names on my csv file to match the RG template.
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Spencer B.
Small-Business (50 or fewer emp.)
5.0/5
"Effortless Email Logging and Task Management with Revenue Grid"
What do you dislike about Revenue Grid?
Sometimes the plugin won't load and I need to restart Outlook, but perhaps that's an Outlook issue
Evan A.
Mid-Market (51-1000 emp.)
5.0/5
"Effortless Contact Management for Salesforce"
What do you dislike about Revenue Grid?
A lot of the times I have to reload the chrome add on, would be better if it was just always there
It makes logging calls/emails into Salesforce so much easier. No more remembering to go back and record the call. Review collected by and hosted on G2.com.
I really haven't seen too much of anything I dislike. Review collected by and hosted on G2.com.
I enjoy the quickness & easiness of using Revenue Grid on the daily. I like the ability to easily create leads that integrate to salesforce in an instant. Any issues are quickly resolved. Review collected by and hosted on G2.com.
There is nothing I dislike about Revenue Grid Review collected by and hosted on G2.com.
Revenue Grid is easy to implement and use. Customer support is prompt and reliable. It is a product we use for our business every single day and integrates well with our other apps. Review collected by and hosted on G2.com.
Since implementation we have not experienced any issues with Revenue Grid. Review collected by and hosted on G2.com.
Our organization uses Revenue Grid to efficiently and effectively bridge the gap between Outlook and SalesForce. It is easy to create a new Account or Contact, or to sync email conversations from Outlook into SalesForce. No retyping required! Review collected by and hosted on G2.com.
There have been issues in the past with Microsoft validations and authentications, but Revenue Grid was there to assist. Review collected by and hosted on G2.com.
I’m able to update opportunities directly from outlook vs having to log into salesforce. Also uploading documents is way easier Review collected by and hosted on G2.com.
I wish it didn’t take up so much space on my screen Review collected by and hosted on G2.com.
I love that it integrates with Salesforce and we can attach emails and edit projects right from Gmail. It has made our whole invoicing process so much more streamlined. The customer support has always been amazing as well. Review collected by and hosted on G2.com.
It gets glitchy at times, but its very rare. Review collected by and hosted on G2.com.
It seamlessly works with Salesforce enabling me to update leads far quicker than ever before. The customer support has been brilliant showing me how to use every feature. It was easy to install and i use it every day now. Inter grating with salesforce was at the click of a button. Review collected by and hosted on G2.com.
not being able to create unique meeting URLS Review collected by and hosted on G2.com.
Revenue Grid for Salesforce is both simple and efficient. It makes tracing my communications with clients simple and fast. I can continue working and logging conversations in a snap Review collected by and hosted on G2.com.
Sometimes the connectivity may be slow and have to restart Review collected by and hosted on G2.com.
Ease of logging activities in Delphi. It is very intuitive and creates extra time in my day Review collected by and hosted on G2.com.
Nothing. Service is great. Oleksandr was so helpful in helping me to set this up for our entire office. Review collected by and hosted on G2.com.
The synchronization between Salesforce and Google Calendar is an important feature for me. It helps keep my schedules aligned and ensures that I don't miss any important meetings or updates. Having both platforms connected makes managing my appointments much more efficient. Review collected by and hosted on G2.com.
There’s nothing I would list as a dislike about Revenue Grid. Review collected by and hosted on G2.com.