Revenue Grid Reviews

1 Ratings
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Score 9.0 out of 100

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Kenneth Harrington-Colon | TrustRadius Reviewer
July 12, 2019

SmartCloud Connect - a versatile and user friendly cloud based integration utility

Score 9 out of 10
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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.
Read Kenneth Harrington-Colon's full review

Revenue Grid Scorecard Summary

About Revenue Grid

Revenue Grid is Salesforce-native customer engagement platform that helps lead teams to repeatable revenue. Covering the full sales cycle from getting the first touch to closing and upselling, Revenue Grid allows users to analyze, execute and lead growth strategy.

Revenue Grid integrates with CRMs and all communication channels, allowing users to align customer-facing teams around a unified sales approach, make reps more productive and engage customers in meaningful communication to maximize revenue.


3 modules included:

- Revenue Engage - Sales Campaigns
An intelligent engagement tool for Salesforce that automates sequences to help reps outreach and nurture x10 more.

- Revenue Inbox - CRM Integration
A Solution for integrating Salesforce with an Email and Calendar that actually works.

- Revenue Guide - Playbook Automation and Guided Selling
Salesforce-native Guided selling tool designed to empower every rep to sell like the best rep.

Revenue Grid Features

Has featureCRM data auto-capturing
Has featureSales Nurturing Campaigns
Has featureDeal Insights
Has featureTeam Coaching

Revenue Grid Screenshots

Revenue Grid Integrations

Oracle Siebel CRM, SAP CRM, Dropbox, Google Drive, Microsoft 365 (formerly Office 365), Microsoft Exchange, Box, DocuSign CLM, formerly SpringCM, HCL Notes (formerly from IBM), Salesforce, Outlook, Gmail, Litify

Revenue Grid Competitors

Revenue Grid Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

Revenue Grid Support Options

 Free VersionPaid Version
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
Phone

Revenue Grid Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android
Supported Languages: English, German, Spanish, French, German