Revenue Grid
The Revenue Operations and Intelligence Platform.
Overview
Revenue Grid is a revenue intelligence platform that enhances Salesforce with automated data capture, AI-powered insights, and sales sequences. It aims to eliminate manual data entry, provide a complete picture of deal activity, and guide sales teams with signals and playbooks to improve forecasting and win rates.
✨ Key Features
- Automated Data Capture (Email, Calendar)
- Revenue Signals (AI Insights)
- Sales Sequences
- Pipeline Visibility
- Relationship Intelligence
- Forecasting Analytics
🎯 Key Differentiators
- Deep, native integration with Salesforce.
- Combines data capture with sales engagement sequences.
- Strong focus on providing AI 'signals' to guide rep behavior.
Unique Value: Enriches Salesforce with complete activity data and AI-driven guidance, turning the CRM into a proactive system for revenue generation.
🎯 Use Cases (4)
✅ Best For
- Automatically capturing all sales activities and syncing them to Salesforce.
- Guiding reps with AI-driven signals on deal health.
- Running sales engagement sequences from within the inbox.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce as their primary CRM.
- Teams that need deep conversation intelligence with call recording and transcription.
🏆 Alternatives
Offers a tighter, more Salesforce-native experience than some competitors and combines the data capture of People.ai with the engagement features of Salesloft/Outreach.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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