8.7
Spot Score
Revenue Grid Review: Is It The Right Sales Engagement Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPR
SOC 2Revenue Grid offers custom pricing plan
Hilton
Honeywell
Desjardins
Tripadvisor
VOLVOTrusted by many companies including Hilton
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SpotSaaS Analysis for Revenue Grid
Revenue Grid is a sales engagement software primarily used by sales representatives and sales operations teams in both small businesses and large enterprises. With a rating of 4.1 out of 5 from 579 user reviews, it is broadly validated, indicating a generally positive reception among users.
The software's top strengths include its smooth synchronization between Outlook and Salesforce, which enhances efficiency by streamlining email and appointment management. Additionally, it simplifies scheduling client meetings, even when multiple team members are involved, which is particularly beneficial for sales teams. However, some users report that certain features and customizations can be complex, which may require additional time to master.
Quick facts about Revenue Grid
What is Revenue Grid?
Reimagining sales workflows has never been easier with Revenue Grid. This cutting-edge platform guides sales teams step-by-step, leading to increased revenue with less uncertainty and improved consistency. Its contextual and actionable notifications are a gamechanger, identifying areas for improvement and providing essential insights. Businesses of all sizes trust Revenue Grid to handle their daily operations and streamline shifts to align with their needs. With over 25,000 companies worldwide relying on Revenue Grid, you can eliminate guesswork, plan unified sales approaches, and access real-time data for accurate pipeline visibility. Unmatched features like deal guidance, sales forecasting, automated data capture, Gmail integration, and sales coaching make Revenue Grid a must-have for all businesses.
Pricing
Revenue Grid offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Installed - Windows
Installed - Mac
Revenue Grid Software Demo
Revenue Grid was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Revenue Grid
- Use cases
- Sales teams focused on CRM integration, Enterprises needing streamlined sales workflows, Businesses requiring multi-user meeting scheduling
- Team types
- Sales representatives, Sales operations teams
- Company size
- Small Business, Large Enterprises
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Revenue Grid
Seamless synchronization between Outlook and Salesforce
Simplified scheduling of client meetings involving multiple team members
Convenient integration with Gmail suite
Is Revenue Grid right for you?
Best for sales teams needing deep CRM integration and guided workflows.
Choose Revenue Grid if
- You require seamless synchronization between Outlook, Salesforce, and Gmail.
- Your sales process benefits from step-by-step guided workflows with actionable notifications.
- You need multi-user meeting scheduling to coordinate client appointments efficiently.
Consider alternatives if
- Your team lacks technical resources to handle medium complexity setup and customization.
- You want a simple, out-of-the-box sales tool without configuration or installation challenges.
What buyers should know before shortlisting Revenue Grid
Revenue Grid is a valuable tool for optimizing sales workflows and enhancing productivity. Users appreciate its seamless integration with Outlook and Salesforce, making it effortless to manage emails, appointments, and contacts without switching between platforms.
The "Book me" feature stands out, simplifying appointment bookings and saving time for both users and clients. While some users have mentioned minor issues like installation challenges and occasional limitations in searching existing accounts, overall, Revenue Grid has proven to be a reliable ally in streamlining tasks and boosting efficiency.
Its automation capabilities for syncing with Salesforce, tracking email interactions, and simplifying scheduling have been key benefits highlighted by users. With its user-friendly interface and time-saving features, Revenue Grid offers a convenient solution for managing client communications and enhancing sales processes.
While some minor drawbacks exist, the overall consensus points to Revenue Grid as a valuable tool for increasing productivity and improving engagement with clients.
Revenue Grid pros and cons
- Revenue Grid pros
Seamless synchronization between Outlook and Salesforce
Simplified scheduling of client meetings involving multiple team members
Convenient integration with Gmail suite
- Revenue Grid cons
Some features and customizations can be complex to install or configure
Occasional connectivity or navigation issues
Ready to try it?
Get started with Revenue Grid
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare Revenue Grid side-by-side with top Sales Engagement Software alternatives.
What is the pricing of Revenue Grid?
Revenue Grid uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Revenue Grid Pricing Plans
Salesforce Data Auto-Capture
Salesforce integration for Inbox
Complete capture of sales data
Contextual CRM data in Inbox sidebar
Real-time scheduling and availability
Sales Sequences
Salesforce-native sales engagement
Automated emails, SMS, and calls
Deep email personalization
Smart account nurturing
Rules and automation for sequences
Show more +
Revenue Intelligence
Pipeline and deal inspection
Next step suggestions for reps
Actionable deal alerts
Deal scoring
Sales forecasting and reports
Show more +
Full Revenue Grid Platform
Complete, unified sales data
End-to-end sales cycle visibility
Complete digital coaching suite
AI suggestions throughout the sales cycle
Consistent messaging organization-wide
Show more +
Revenue Grid reviews and ratings
Buyer sentiment
Users generally appreciate Revenue Grid for its seamless CRM integrations and workflow automation, though some report complexity in setup and occasional usability issues.
What buyers like
- Integration with Outlook and Salesforce
- Meeting scheduling features
- Automation and ease of use
Common complaints
- Complexity of installation and customization
- Connectivity and navigation issues
What users are saying
RF
Rich F
02/08/24
"Wonder no longer"
What do you like best about Revenue Grid? Revenue Grid helps me assess the level of engagement from the clients and prospects I am engaging with What ...
Read more
AU
Anonymous User
01/04/24
"The perfect sidekick"
What do you like best about Revenue Grid? I often use the "Book me" feature. This way I can send a link to my customers, who can then schedule an ...
Read more
AU
Anonymous User
12/28/23
"Helpful connections"
What do you like best about Revenue Grid? The sync between outlook and sales force is quite handy and saves time. What do you dislike about Revenue ...
Read more
KS
Koert S
12/21/23
"Fast & Easy Access to Salesforce from Outlook"
What do you like best about Revenue Grid? The most helpful thing about Revenue Grid is that it allows me to continue my workflow in Outlook (where I ...
Read more
BH
Bri H
12/20/23
"Makes scheduling meetings for multiple teams super simple"
What do you like best about Revenue Grid? Our organization requires us to coordinate meetings with multiple teams, which makes scheduling complicated. ...
Read more
JM
Jeff m
12/19/23
"Great tool for mining prospects"
What do you like best about Revenue Grid? Easy to use, automaticly tracks and is fully integrated with Salesforce What do you dislike about Revenue ...
Read more
What are the features of Revenue Grid?
CRM integration is a vital feature found in most modern software programs that helps businesses streamline their customer relationship manag…
Call List Management is an essential feature in software designed to streamline the process of managing calls. It enables users to create, o…
The process of listening in on employee calls to improve communication and customer service is known as call monitoring. It's most typically…
Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies…
Email automation is a powerful feature that allows businesses and individuals to streamline and optimize their email communication processes…
Email/Call Sequencing is a software feature that allows users to automate and organize their email and call communication. With this feature…
Inbox integration is a software feature that allows for the seamless merging of different types of communication channels into one central l…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Performance analytics in sales is a powerful tool that helps businesses gain insights and make data-driven decisions to drive their sales st…
Sales activity automation is a powerful tool designed to streamline and simplify the sales process for businesses. It automates various task…
Team Management is a crucial aspect of any organization, as it involves coordinating and organizing the efforts of a group of individuals to…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
Revenue Grid security and data handling
Key compliance certifications and security features for IT and security teams evaluating Revenue Grid.
Certifications
Security features
Developer & data
Alternatives to Revenue Grid
Recommended
Streamline sales engagement and ...
8.5
Very Good
Revenue Grid Customers
Hilton
Honeywell
Desjardins
Tripadvisor
VOLVO
Lufthansa
Western Union
Moodys
EATON
PELLA
UNION PACIFIC
Basf
Navistar
RedCross
Camping World RV and Outdoors
Revenue Grid Support Options
Frequently Asked Questions About Revenue Grid
Common questions buyers ask before choosing Revenue Grid.
Revenue Grid is a Sales Engagement Software. Revenue Grid offers Email/Call Sequencing, CRM Integration, Call List Management, Inbox Integration, Sales Activity Automation and many more functionalities.
Revenue Grid is a strong fit if: You require seamless synchronization between Outlook, Salesforce, and Gmail.; Your sales process benefits from step-by-step guided workflows with actionable notifications.. Consider alternatives if: Your team lacks technical resources to handle medium complexity setup and customization.; You want a simple, out-of-the-box sales tool without configuration or installation challenges..
Buyers commonly note the following limitations of Revenue Grid: Some features and customizations can be complex to install or configure; Occasional connectivity or navigation issues; Limitations in searching existing accounts reported by some users.
Some top alternatives to Revenue Grid includes AroundDeal, CrankWheel, ZoomInfo Engage, INBOX25 and Zoho SalesInbox.
Revenue Grid offers Quotation Based pricing model
The starting price is not disclosed by Revenue Grid. You can visit Revenue Grid pricing page to get the latest pricing.
Ready to try it?
Get started with Revenue Grid
Get connected with the team for a personalised demo.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].