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Revenue Grid

Revenue Grid


What is Revenue Grid?

Revenue Grid is a revenue intelligence platform designed to help sales and revenue teams streamline their processes. It offers several features that aim to increase revenue, accelerate sales cycles, and provide better visibility of pipeline performance. The software achieves this by identifying and...

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Recent Reviews

Awesome feature

9 out of 10
May 30, 2022
I am using the Revenue grid in my Salesforce Sales org to track the email. This is a very good feature because we have set this up in such …
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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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Product Demos

AppExchange Demo Jam - Sales Apps


Sales forecasting demo | Revenue Grid

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Product Details

What is Revenue Grid?

Revenue Grid is a revenue intelligence platform designed to help sales and revenue teams streamline their processes. It offers several features that aim to increase revenue, accelerate sales cycles, and provide better visibility of pipeline performance. The software achieves this by identifying and eliminating revenue leaks through guided selling capabilities powered by AI suggestions and an organization's playbook.

The Pipeline Visibility feature provides a quick overview of the health of each deal at a glance, highlighting what has been done so far, what needs attention next, and how best to move forward. The Relationship Intelligence feature allows users to see how much time they are spending with decision-makers in a buyer's team while also showing any connections an organization might have inside an account.

Conversational Intelligence uses speech analysis from calls and meetings to give extra insights into prospect intentions while Sales Coaching helps identify who needs coaching based on behavior analytics. Lastly, Automated Sequences automates highly-customizable outreach across multiple channels harnessing your CRM data while offering email integration seamlessly bringing full access of your CRM into your inbox helping you work efficiently. Overall Revenue Grid aims to improve sales processes using AI-powered tools thus providing teams with actionable insights that lead them closer towards closing deals successfully.

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

Screenshot of Revenue Guide - signals, guided sellingScreenshot of Revenue Inbox - Email sidebarScreenshot of Real time contextual coachingScreenshot of Relationship intelligenceScreenshot of Complete team visibility

Revenue Grid Video

Revenue Grid - what's inside?

Revenue Grid Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, German, Spanish, French, German
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Reviews and Ratings


Attribute Ratings


(1-4 of 4)
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Score 9 out of 10
Vetted Review
Verified User
We used it to integrate with Salesforce. It has been a godsend. Couldn't live without it, from logging calls to saving emails and making new tasks and events...very easy to use. Revenue Grid makes a complex problem very easy. Implementation was smooth and they were able to help me customize the product to meet my needs.
  • Integration with SF
  • Logging call
  • Creating new task and events
  • Calendar link didn't meet my needs.
For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.
  • Integration with Salesforce
  • Create new events and task right in Outlook
  • Syncing all emails with Salesforce
  • It has just made me more proficient.
Revenue Grid is much better, easier to use, and gives you more functionality than Ebsta. I was using Ebsta first and actually still use it for one of my companies but the features in Revenue Grid are much more robust and intuitive. It meets my needs better. Better integration, better overall service model.
May 30, 2022

Awesome feature

Score 9 out of 10
Vetted Review
Verified User
I am using the Revenue grid in my Salesforce Sales org to track the email. This is a very good feature because we have set this up in such a manner that we can track who is making conversations with those accounts where I am the owner of those accounts.
  • Syncing the emails
  • Easy to access the UI
  • Easy to access details
  • Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.
Very beneficial for those who are using Gmail and Salesforce. Easy to sync with Salesforce. I did some integration work also on this and it works smoothly without any hurdles. I am using this feature to sync my Gmail email to my Salesforce that's all for what I am using this feature.
  • Sync gmail with Salesforce
  • Nothing negative even this feature makes my life easy
Score 6 out of 10
Vetted Review
Verified User
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.
  • Auto Tracking of Emails
  • Documentation of the email and attachments
  • Recipient Opening Email Tracking
  • Has saved our employees HOURS worth of work by logging each email individually
Way more Superior. Inbox puts restrictions on the reporting that you have to do in Salesforce.
We use this to to track our communications internally and externally.
Manager of Sales Operations handles the admin side of this platform.
  • External Communication
  • Internal Communication
  • Accuracy of what what completed
  • n/A
  • n/A
Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs
SF Inbox. We did not like how it forced us to use Inbox reporting and didn't give us the way to see all this data in a nightly report.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Product features. We needed to ensure that we were able to have emails automatically logged and that there would be no additional workload on our users.
Might want to ask more about the stability of the connection between their system and google
  • Implemented in-house
  • None
Super easy to setup and maintain
  • Online Training
Super easy walk thorough. I believe it was a 1 hours session
The configuration to Salesforce is great. Not so much with google (very unstable)
Ask about your specific email system
No - we have not done any customization to the interface
No - we have not done any custom code
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)
No. It is included
Took a while for them to figure it out and said that it was because of the google updates.
Unfortunately, not.
Super easy to use when it is working properly.
  • Logging emails (Automatically done)
  • Force Synching
  • Backend
  • Admins cannot fix everything them selves
Kenneth Harrington-Colon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
  • Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
  • Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
  • Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
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