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
Really like the revenue grid product for syncing meetings and contacts within salesforce. Review collected by and hosted on G2.com.
No complaints with the product from my seat. Review collected by and hosted on G2.com.
Their customer service is excellent, nothing is a problem Review collected by and hosted on G2.com.
Nothing to dislike, they are professional, polite and prompt Review collected by and hosted on G2.com.
Quick and easy process to setup new users and really good support from the RG support team Review collected by and hosted on G2.com.
Revenue Grid app can sometimes be slow to open from outlook Review collected by and hosted on G2.com.
Revenue Grid has easy customer service and easy usage. Review collected by and hosted on G2.com.
Revenue Grid's billing structure could be improved, for example, monthly billing could be offered. Review collected by and hosted on G2.com.
The ease of how emails are transfered to Salesforce. It is easy, quick, and instant. Review collected by and hosted on G2.com.
There is nothing I dislike about Revenue Grid. Review collected by and hosted on G2.com.
Their customer service team and time saving functionality between Outlook and CRM. Review collected by and hosted on G2.com.
The ability for customization is great, but it requires a lot of upkeep, support, and change management. Review collected by and hosted on G2.com.
Revenue Grid has been awesome for me!
Being able to quickly link emails to deals is such a simple feature/process, but it makes a huge difference to my sanity.
I can now always see exactly where things are at with my clients, which makes life heaps easier to therefore help me provide a better experience for them.
It’s one of those tools that just works and lets me focus on what really matters - thank-you! Review collected by and hosted on G2.com.
Nothing comes to mind - it 'just works' like Apple products!😊 Review collected by and hosted on G2.com.
I love being able to save all the emails into Salesforce, really useful Review collected by and hosted on G2.com.
It sometimes doesn't work well, emails aren't tracked Review collected by and hosted on G2.com.
The staff are amazing and the product works as designed. Implementation was quick with no real assistance needed to configure for both tools. It's easy to use and gives me the feedback I need to get the message out to our prospects and clients as needed. Works flawlessly with Salesforce. The price is well worth it too (which was considerably lower than the competition)!! Review collected by and hosted on G2.com.
The out-of-the-box analytics are simplistic, so I find myself using Excel when more depth is needed. Review collected by and hosted on G2.com.
Thank you for the kind words and for putting your trust in Revenue Grid! We’re thrilled that both the product and our team have made an impact. Your feedback about analytics is 100% noted—we're constantly evolving, and comments like yours help us build even better tools. You're the reason we do what we do!
Very simple and intuitive, there is no additional work or steps involved once set up. Love the integration and visibility it provides, allowing my team to stay synchronised with our customers. Updated Sep 2024 - the integrations work so well, and has become an integral part of our workflow. Contacts, events, and emails are all synchronized perfectly and we have come to rely on this functionality. Review collected by and hosted on G2.com.
Can be a little tricky to set up for new staff who are not very IT literate, but once installed it makes their life so much easier! Would be nice to have fewer steps to install & link Revenue Grid. Updated Sep 2024 - occasionally the sync needs restarting on one of our users Review collected by and hosted on G2.com.