The best thing about revenue grid is how easily it integrates with Outlook and Salesforce. Honestly, we looked at a few similar third party tools and RG took the cake! It makes it so much easier to save emails to Salesforce and creating new records from people who email you is a sinch. I would definitely recommend this product for any company looking to do similar. Review collected by and hosted on G2.com.

Something I wish revenue grid could do that I would love an upgrade for is for situations where you delete an email that you previously saved, I wish the Salesforce tag in Outlook would be removed, like I wish it was intuitive in that way that the system could tell that you deleted the email, so it wouldn't look like you still saved that email, when seeing the email in Outlook. Review collected by and hosted on G2.com.

Mass emailing without the feel of automation.

The AI chat!!!!! It pulled every bit of information I was looking for regarding a single account around growth and interractions. It then went on to build the tables for me show I can represent the data in a chart! It also builds my recipient lists for me for my sequences based on my requests.

Integration with Outlook

Time slots!

Meeting links Review collected by and hosted on G2.com.

I wish the mobile Outlook integration was cleaner and offered more features.

I would LOVE an app for my iPad. please. Review collected by and hosted on G2.com.

Extremely easy to use UI. If you are missing any information or formats to start any sequence then you are prompted. The templates and previewing elements to the tool are really useful as you can see exactly.

If ever i had any questions around sequences or mailers being sent, and i had to raise a case with support, they were very quick to engage and reply and provide comprehensive support, rather than being just pushed to the Q&A area which other companies do. Review collected by and hosted on G2.com.

Very few issues, it has always worked very well for myself and the team. Only issue which limited larger adoption within my organisation was the lack of integration with Microsoft Dynamics. Review collected by and hosted on G2.com.

I appreciate that it streamlines the process of adding contacts into Salesforce. I have a number of meetings and use it often to add contacts in. It's also easy to use and implement/integrate with my inbox. Review collected by and hosted on G2.com.

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 Superhuman, which does integrate with it. Review collected by and hosted on G2.com.

Super easy to use and administer. Game changer for automatic recording of everything outlook to Salesforce. Love the calendar invite functionality as well. Always making updates and adding new features. Support is quick to respond and always willing to help. Review collected by and hosted on G2.com.

It does crash from time to time, but a quick restart of Outlook will fix that. No other complaints on my end. Review collected by and hosted on G2.com.

I appreciate how it imports email communications into our system, as this significantly improves the way our team shares information. We now rely on this feature every day. Review collected by and hosted on G2.com.

While there is a bit of a learning curve, I found Daryna to be extremely helpful throughout the process of getting up to speed. Review collected by and hosted on G2.com.

The products (Inbox, Guided Selling, Engage) are all very well designed and work seamlessly with Salesforce. To add cherry on the top, the team is super efficient and responsive and have always been on top of the new requirements we have presented. Review collected by and hosted on G2.com.

There is nothing that I dislike about the product Review collected by and hosted on G2.com.

Revenue Grid Support. Anytime I have a question or need to know how to do something, they are right there with help and/or answers. It's quite refreshing! Review collected by and hosted on G2.com.

Updates tend to change settings which can lead to disruption. Not knowing what my original background settings are doesn't allow me to make corrections on my own. RG is always quick with the corrections when notified, but I feel awkward always having to ask. Review collected by and hosted on G2.com.

I appreciate that Revenue Grid makes it incredibly easy for me to maneuver emails from one platform to Salesforce, which streamlines my documentation process. The setup was also very straightforward and easy, thanks to the supportive guidance from a representative, making the whole procedure smooth. I value how Revenue Grid simplifies ensuring that documentation is properly connected to particular leads or opportunities in Salesforce, which greatly benefits my workflow. I also like its seamless integration with Outlook and Salesforce, allowing me to take emails from Outlook and save them to leads and opportunities effectively. The ease of use and simplicity in achieving what it sets out to accomplish is noteworthy, which are compelling reasons for me to consider purchasing it again. Review collected by and hosted on G2.com.

I do wish sometimes in Outlook, I had more options regarding the ways to search for the proper lead to attach my email to. This limitation feels like an area where the functionality could be enhanced to improve user experience. Review collected by and hosted on G2.com.

We have been working with Revenue Grid for over 3 years now. What I like best is the excellent feedback and support from their team. The setup process is fast and simple, making it very easy to get started. Overall, Revenue Grid provides a smooth experience, and I am very satisfied with the product. Review collected by and hosted on G2.com.

Honestly, I have not noticed any significant drawbacks. Everything works well for our needs. Review collected by and hosted on G2.com.