Verified User in Real Estate
AR
Verified User in Real Estate
Mid-Market (51-1000 emp.)
"Easy to Use After Setup, with Instant Support"
5/5
What do you like best about Revenue Grid?

Once it’s installed, it’s really easy to use. The integration takes a bit of time, but after that it works automatically. Performance and updates take a few seconds, but that’s okay. I don’t know the price. Support is instant. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

The installation is difficult, and the update doesn’t happen instantly. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Amazing Product and Great Support and Sales Team"
5/5
What do you like best about Revenue Grid?

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.

What do you dislike about Revenue Grid?

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

LI
Lori Braese I.
Customer Support
Mid-Market (51-1000 emp.)
"Outstanding Support That Makes a Real Difference"
5/5
What do you like best about Revenue Grid?

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.

What do you dislike about Revenue Grid?

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.

DANIELLE M.
DM
DANIELLE M.
Sales Executive
"Enhances Salesforce Integration with Effortless Email Management"
5/5
What do you like best about Revenue Grid?

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.

What do you dislike about Revenue Grid?

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.

Andrii B.
AB
Andrii B.
Head of Sales Operations / Salesforce Manager
Enterprise (> 1000 emp.)
"Efficient Solution and Friendly Team"
5/5
What do you like best about Revenue Grid?

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.

What do you dislike about Revenue Grid?

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

Reagan G.
RG
Reagan G.
Account Executive
Mid-Market (51-1000 emp.)
"Solid Addition to our Sales Technology!"
5/5
What do you like best about Revenue Grid?

This tool has made my life 10x easier. I track emails, meetings, Add contacts to Salesforce directly from my email address, ect. Love that you can see if your recipient opened the email. Additionally this saves me hours every day from manually tracking these things.

Before, I was using the chrome plug in and it constantly broke. Since using Revenue Grid, I have not had a single issue! Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Can't think of much! It was easy to implement and customer service has been super helpful! Review collected by and hosted on G2.com.

Verified User in Hospitality
UH
Verified User in Hospitality
Small-Business (50 or fewer emp.)
"Great Activity Logging, But Outlook Connection Needs Improvement"
5/5
What do you like best 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 been excellent, consistently checking in and following up on my ticket until the issue was fully resolved. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

At times, the connection between Outlook and Revenue Grid fails, which means I can't use the add-in when this happens. Additionally, revenue grid does not seem to capture the information from inquiries and therefore I'm unable to log activities associated with an inquiry via revenue grid. Review collected by and hosted on G2.com.

Egg G.
EG
Egg G.
Sales Manager
Small-Business (50 or fewer emp.)
"Salesforce Integration That Saves Time"
4.5/5
What do you like best about Revenue Grid?

Integration with salesforce to reduce time. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

There is no UI or reports available through revenue grid. Review collected by and hosted on G2.com.

Auston D.
AD
Auston D.
College Advisor
Enterprise (> 1000 emp.)
"Excellent Product and Customer Service"
5/5
What do you like best about Revenue Grid?

Revenue Grid has been an integral tool for our sales team to quickly sync Contacts, Emails and Opportunities into our Salesforce environment. It has been a flexible alternative to EAC and has helped our adoption process across the board. On top of that, their sales and support team has been extremely attentive to our needs. Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

Some changes require RG support to apply, but they have been quick to respond when these situations arise. Review collected by and hosted on G2.com.

Brandon H.
BH
Brandon H.
Sales
Mid-Market (51-1000 emp.)
"Convenient Outlook Integration, But Lacks Some Salesforce Features"
5/5
What do you like best about Revenue Grid?

That I don't have to get online and go to Salesforce...........that I can just do everything right there in outlook Review collected by and hosted on G2.com.

What do you dislike about Revenue Grid?

It is not as friendly as I would like sometimes. There are things that you just can't do in RG that you can in SF and it makes it frustrating sometimes trying to find exactly how to make changes. Review collected by and hosted on G2.com.