Alex B. P.
AP
Alex B. P.
Tax Senior Manager
Mid-Market (51-1000 emp.)
"Great"
5/5
What do you like best about Revenue Grid?

It will schedule a meeting for you and knows your calendar. Has saves me hours upon hours in meeting set-ups. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It took a minute to log in, I hope it speeds up. Review collected by and hosted on G2.com.

Hayley J.
HJ
Hayley J.
Enterprise Sales and Marketing Manager
Mid-Market (51-1000 emp.)
"Time Saver- Highly Recommend"
5/5
What do you like best about Revenue Grid?

The amount of time our team saves is a game changer and helps set us apart from the competition. Logging in Salesforce can be time-consuming but so necessary. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

We work with multiple properties, and it does not code prospecting efforts correctly based on the way we code in Salesforce for more than one property. Review collected by and hosted on G2.com.

Anthony B.
AB
Anthony B.
Legal Assistant
Legal Services
Mid-Market (51-1000 emp.)
"Well designed and supported"
5/5
What do you like best about Revenue Grid?

The system is well intergrated with Outlook, and works well with companion applications. Issues are addressed quickly. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Depending on network configuration, reboots may be needed. Review collected by and hosted on G2.com.

Danny M.
DM
Danny M.
Customer Success Representative
Small-Business (50 or fewer emp.)
"Revenue Grid integration with Salesforce improves productivity"
5/5
What do you like best about Revenue Grid?

I use Revenue Grid to log emails in outlook with relevant accounts in salesforce. It works like a charm and is a huge time saver. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

The sync can sometimes take longer than usual, but it is not too bad. Review collected by and hosted on G2.com.

Ori C.
OC
Ori C.
Technical Project Manager (Salesforce Admin)
Mid-Market (51-1000 emp.)
"Reliable and User Friendly"
5/5
What do you like best about Revenue Grid?

Reliability. It seems that 95% of the emails saved to SF records using RG are indeed there, so it fulfills its purpose. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

The old admin panel could sometimes be non-intuitive, but the new one being rolled out is alright. Review collected by and hosted on G2.com.

Caity B.
CB
Caity B.
Sales Coordinator
Small-Business (50 or fewer emp.)
"Seamless and Efficient"
5/5
What do you like best about Revenue Grid?

Revenue Grid is a massive time saver syncing my Outlook, (emails, attachments, reminders, etc.), without missing any information. It's easy to naviagte and is always runnig in the background. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Typically don't run into any issues, reloading the application seems to be more common lately. Not a huge issue, like any tool this will occur. Review collected by and hosted on G2.com.

AC
Antony C.
Mid-Market (51-1000 emp.)
"Best email intelligence tool on the market"
5/5
What do you like best about Revenue Grid?

Revenue Grid synced emails, meetings and correspondence perfectly and the tool was easy to integrate into with our CRM and seamlessly connected our two most important platforms Outlook and Salesforce.

The product has a simple to navigate design and was readily adopted by our team. The tools in Revenue Grid beyond email sync, had a positive impact our productivity and user experience including for what is a acutally quite a bestpoke application of the tool.

Our team uses the tool reguarly alongside our CRM workflows (which fit really well into the platforms capabilities).

We're a company based outside of the US/EU so it was really pleasing to see the customer support being readily avaialble to work with us around timezone differences. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Not very much to dislike - the product meet or exceeded expectations.

I hope that in the future the product has better support for mobile productivity (such as SMS/Call automatic logging) although all major competitors lack this. Some improvements to the email blacklist function could be useful for individuals (works well at an organisational level). Review collected by and hosted on G2.com.

HD
Hamish D.
Senior Regional Admissions Manager (Asia)
Small-Business (50 or fewer emp.)
"Overall Revenue Grid has been efficient and straightforward."
5/5
What do you like best about Revenue Grid?

Most definitely the integration with Outlook, and the seamless collection of data from emails and enquiries. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It can be tricky at times to ensure the right categories and selections are made, but the team helped with setting up. Review collected by and hosted on G2.com.

DAVID C.
DC
DAVID C.
Director de operaciones
Mid-Market (51-1000 emp.)
"Revenue Grid has improved Salesforce without additional effort from the team"
5/5
What do you like best about Revenue Grid?

Integration in several objects at the same time and fast update/creation of records Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

I´d like to have more customization on the layout position on web version Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Solid integration between Outlook and Salesforce"
4/5
What do you like best about Revenue Grid?

We're only using the Outlook to Salesforce integration currently. It puts the data natively into Salesforce, our preference over Salesforce's own tools. It works seamlessly and is solid. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Occassionally there are sync errors but the team work with us to resolve these. Review collected by and hosted on G2.com.