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Great Product... Bugs need to be fixed
May 24, 2022

Great Product... Bugs need to be fixed

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Revenue Grid

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
  • 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.

Do you think Revenue Grid delivers good value for the price?

Yes

Are you happy with Revenue Grid's feature set?

Yes

Did Revenue Grid live up to sales and marketing promises?

Yes

Did implementation of Revenue Grid go as expected?

Yes

Would you buy Revenue Grid again?

Yes

Issues seem to occur often and there are a ton of steps and requirements Revenue Grid asks for in order to fix the problem.

Using Revenue Grid

35 - We use this to to track our communications internally and externally.
1 - 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

Evaluating Revenue Grid and Competitors

Yes - 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

Revenue Grid Implementation

Revenue Grid Training

  • Online Training
Super easy walk thorough. I believe it was a 1 hours session

Configuring Revenue Grid

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
None

Revenue Grid Support

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)
ProsCons
Good followup
Knowledgeable team
Problems get solved
Slow Resolution
Not kept informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Slow Initial Response
No. It is included
Yes - Took a while for them to figure it out and said that it was because of the google updates.
Unfortunately, not.

Using Revenue Grid

Super easy to use when it is working properly.
ProsCons
Relatively simple
Easy to use
Technical support not required
Quick to learn
Feel confident using
Familiar
Do not like to use
Not well integrated
Inconsistent
  • Logging emails (Automatically done)
  • Force Synching
  • Backend
  • Admins cannot fix everything them selves