Revenue Grid does what it says it will do
May 31, 2022

Revenue Grid does what it says it will do

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Revenue Grid

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.
  • 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.

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

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.