With revenue grid you have the possibility to auto-log emails, events to salesforce, no need to bcc, use a sidebar app, etc. This just makes life easy. In case I want to log something to an opportunity, I can use the outlook sidebar which provides an easy selection. The outlook side bar provides more possibilities then the native salesforce sidebar. With the side bar it is also easy to add new contacts to your accounts, who are in cc of an e-mail, or change the status of leads / opportunities right from the side bar. Review collected by and hosted on G2.com.

Getting to the prewritten scripts, and using them is not so inuitive as other parts of the product. You can get it done, but you need to make sure your setup is perfect otherwise here you will be using more thime then necessary. Review collected by and hosted on G2.com.

The best part about Revenue Grid is that it helps save time by integrating with Sales Force, allowing you to add contacts, events, and accounts directly from Outlook. Once it is set up, it is very easy to use. You will not want to work without it again. Review collected by and hosted on G2.com.

There is not anything to dislike. It does the job it is designed for perfectly. Review collected by and hosted on G2.com.

I’ve been using Revenue Grid for a while now, and it’s been a game-changer for our sales team. One of the best features is the seamless integration with Salesforce, which allows us to work in a familiar CRM environment while taking advantage of advanced analytics and automation. The adoption team is great. Customer support is also great, always responsive and ready to help with any questions or issues. Review collected by and hosted on G2.com.

While Revenue Grid has many useful features, I did encounter issues in some areas. One of the main issues is that some features can be difficult to use at times and can be overwhelming for non-tech-savvy users. While the platform integrates well with Salesforce, the setup and customization process can be time-consuming and may require additional support. Review collected by and hosted on G2.com.

We've reviewed several different products to connect our Outlook to Salesforce and this one checks all the boxes at a fraction of the price of most of the competitors. Review collected by and hosted on G2.com.

UPDATE 9/26/24 - The issues that we used to have on a somewhat regular basis appear to have been resolved. No update related issues since my original review.

While it hasn't happened in the last few months, we have seen issues after their monthly patches. No significant issues, authentication and some lag more than anything. Review collected by and hosted on G2.com.

I love using Revenue grid to book activities to opportunities in Saleforce and add new contacts seemlessly. ensure certain attachments are in SF. and attached to the correct opps. Review collected by and hosted on G2.com.

Mostly, only the scheduling / sending link, its static and populates a pretty rough autogenerated meeting invite so the formating isnt as pretty as I would liek but i usually just correct after a cusotmer books time with moreinfo Review collected by and hosted on G2.com.

Allows my team to quickly record important information into SalesForce. Easily customizable. Review collected by and hosted on G2.com.

If you move to fast, it can cause errors in recording. Review collected by and hosted on G2.com.

Being able to capture emails of people we are corresponding with. Review collected by and hosted on G2.com.

Not always the most accurate. There have been times when it was used and did not pull the information over accurately. Review collected by and hosted on G2.com.

Having quick access to SF data (client, details, opps, account) helps me get work done faster. I can also CUSTOMIZE what i see in the RG sidebar making sure i have relevant info everytime i open an email. Review collected by and hosted on G2.com.

Sometimes the sidebar takes a few moments to load up - it's never longer than 10 seconds but i do like to work quickly so it can be frustrating at times. Review collected by and hosted on G2.com.

Engagment and Sequences, booking, as well as the feel is 100x more powerful than the salesforce sidebar.

Sequences are also much more intuitive and fitting for our needs than SF Pardot was. Review collected by and hosted on G2.com.

Nothing. I did wish I had more knowledge to build beautiful HTML-style emails inside our sequences. Review collected by and hosted on G2.com.

Revenue Grid connects to Outlook seamlessly, making it very easy to capture records, which otherwise would be tedious and time-consuming. Its intuitive nature facilitates easy record-keeping without having to think too hard.

As a frequent user, I find it connects well to my systems and is reliable. It was very easy to install and is very stable. so is an important tool for integrating my data between communication traffic and my Salesforce database Review collected by and hosted on G2.com.

It can link information to incorrect fields, which is hard to undo. However, the support is pretty good; more often than not, it just requires some training on how to use the system. Investing in training is well worthwhile to understand stand the package Review collected by and hosted on G2.com.