Revenue Grid

Revenue Grid

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Score 6.0 out of 100
Revenue Grid


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What is Revenue Grid?

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Guided Selling is a new concept in B2B…

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  • No setup fee
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  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Insightly is an online CRM solution targeted at small and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.

What is Zoho CRM?

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

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Product Details

What is Revenue Grid?

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact.

Guided Selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. The vendor states their philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by:

  • Having complete visibility into the pipeline, deals, and team activity

  • Gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel

  • Getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks.

Revenue Grid Features

  • Supported: Data auto-capturing
  • Supported: Pipeline Inspection
  • Supported: Real-time Contextual Coaching
  • Supported: Deal Alerts
  • Supported: Team Analytics
  • Supported: Email Sequences

Revenue Grid Screenshots

Save and attach files from various cloud storages,Revenue Guide - signals, guided sellingRevenue Engage - Nurturing SequencesRevenue Inbox - Email sidebarComponents of the platformReal time contextual coachingComplete pipeline visibilityRelationship intelligenceData completeness with crm auto-capturingComplete team visibility

Revenue Grid Video

What is SmartCloud Connect?

Revenue Grid Integrations

Revenue Grid Competitors

Revenue Grid Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, German, Spanish, French, German


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(1-2 of 2)
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Score 6 out of 10
Vetted Review
Verified User
Review Source
We use revenue grid to track emails directly into Salesforce
  • Response Time
  • Always tries to fix issues
  • Documents in a nice way in Salesforce
  • System continually disconnects from GMail extension
  • Admin should be able to control and override all settings for an organization
  • Sync errors occur way to often
Issues seem to occur often and there are a ton of steps and requirements Revenue Grid asks for in order to fix the problem.
  • Online Training
Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)
Kenneth Harrington-Colon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
SmartCloud Connect is only being used by a couple of departments in our organization; here there is an extra cost associated with it so only those departments that have a critical need for it are utilizing it. The utility streamlines the linking of inbound and outbound emails to bpm'online, our CRM platform. Before this system was implemented in this particular department, which has a heavy workload, there were complaints of the amount of time it took to track an inbound and outbound email within the CRM system. SmartCloud solved that issue by allowing all of the tracking to be implemented within Outlook itself.
  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
  • The software updates often, leading to an opening delay the first time it is used in a session.
  • Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
  • Extra cost on top of CRM costs add to the bottom line expense of the system.
If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.