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
Seamless sync of emails and calendar events between Outlook to Salesforce. End user do not have to go through complex configuration setup! Support teams prompt response! Review collected by and hosted on G2.com.
Syncing email when duplicate records found. Review collected by and hosted on G2.com.
Great customer service, quick, excellent for outside sales, efficient and easy integration. Review collected by and hosted on G2.com.
The display should be a little big, its hard to work on small view in a laptop. Better it pop up as a full screen. Review collected by and hosted on G2.com.
Easy to work with. They listened to our needs and provide guidance on how best to achieve our goals Review collected by and hosted on G2.com.
took a little while to implement changes Review collected by and hosted on G2.com.
Making notes about calls and meetings, easily syncs to CRM Review collected by and hosted on G2.com.
Sometimes outlook plugin does not work well Review collected by and hosted on G2.com.
The support from the RG team and the responsiveness of the tool. Review collected by and hosted on G2.com.
My main use for this tell is email sequences and it works great for that! Review collected by and hosted on G2.com.
Revenue Grid makes it seamless to log emails to Salesforce. It's also very convenient for updating and create tasks, contacts, accounts, etc.. Review collected by and hosted on G2.com.
Sometimes the plugin won't load and I need to restart Outlook, but perhaps that's an Outlook issue Review collected by and hosted on G2.com.
Revenue Grid is excellent at connecting our team's Outlook emails to Salesforce! Review collected by and hosted on G2.com.
There is a slight learning curve, but the documentation and support from Revenue Grid is terrific. Review collected by and hosted on G2.com.
Fairly seamless integration with Salesforce with the ability to be "smart" via field recognition beyond the obvious. Review collected by and hosted on G2.com.
Pulls in a little too much, but would rather have too much than too little. Review collected by and hosted on G2.com.
I love the seamless upload to our CRM from Outlook or Google mail. Review collected by and hosted on G2.com.
So far so good. We are excited about the product. Review collected by and hosted on G2.com.
The auto sync feature is the gamechanger for us, and customer support! Review collected by and hosted on G2.com.
Limited features otherwise from what we love most about it but sometimes simple is good Review collected by and hosted on G2.com.