Revenue Grid Reviews in June 2026: User Ratings, Pros & Cons

"Revenue Grid has improved Salesforce without additional effort from the team"

What do you like best about Revenue Grid? Integration in several objects at the same time and fast update/creation of records What do you dislike about Revenue Grid? I´d like to have more customization on the layout position on web version What problems is Revenue Grid solving and how is that benefiting you? It´s mostly the lack of information on Salesforce from some users and the avoidance of duplicated tasks and switching from one app (outlook) to another (Salesforce) to find or update records

"Great tool"

What do you like best about Revenue Grid? The ease of use - very user friendly and easy to set up and support. Training materials are also great. What do you dislike about Revenue Grid? Not much that I don't like - the support team have always helped us resolve issues. What problems is Revenue Grid solving and how is that benefiting you? Revenue Grid is helping our users seamlessly connect with MS Outlook and enabling our sales teams to report on engagement and ROI - therefore it is a great ...

"We thought we had powerful tools until we implemented RG"

What do you like best about Revenue Grid? pardot engage email sending, booking and feel outweighs the salesforce sidebar What do you dislike about Revenue Grid? bilateral file attachment capabilities with 365 Recommendations to others considering Revenue Grid: even works with group calendars! use it so all employees are on one What problems is Revenue Grid solving and how is that benefiting you? Truly understanding and being proactive with client engagement

"Efficiently track all salesforce activities"

What do you like best about Revenue Grid? Revenue Grid is superb at integrating with salesforce and generating helpful insight reports. I like the ease of email template customization and can easily track all email delivery. UI is very intuitive and easy to use. I like the documentation, which helps us greatly in email customization and troubleshooting. What do you dislike about Revenue Grid? There is not a significant problem happening, so happy with the service. Thank you. What problems ...

"Very efficient and flexible in customization & automate the process"

What do you like best about Revenue Grid? We have been using it with salesforce to track the activities of multiple email accounts. It is a user-friendly cloud-based service that offers great features and better admin controls. Very efficient and flexible in email template customization that saves a lot of time. What do you dislike about Revenue Grid? I haven't had any issues with Revenue Grid and its integration helped a lot in tracking email activities and customer experience. What ...

"Very comfortable and easy to use app"

What do you like best about Revenue Grid? The ability to attach e-mail to a member of my contacts list in the CRM system What do you dislike about Revenue Grid? That I have a "dismiss" message each time I open outlook after my computer was shut down What problems is Revenue Grid solving and how is that benefiting you? Saving e-mails history with clients

"Great!"

What do you like best about Revenue Grid? Today I need to take data from my Outlook and transfer it to the CRM system Salesforce. Revenue Grid saves me time by clicking on save to Salesforce, whether it is an important email or a new contact. What do you dislike about Revenue Grid? I haven't faced anything on the downside of the use as a user at the moment. What problems is Revenue Grid solving and how is that benefiting you? The problem is that it is 2 systems I use - Outlook and my CRM ...

"Not Admin Friendly/ Slow to Respond to your requests"

What do you like best about Revenue Grid? The account Management team is accommodating, but their hands are tied when it comes to updates and such. The idea of logging our emails without manually having to do it. I do appreciate that they will make good on any issues. We have currently had an issue where items are being logged incorrectly, and while they try to solve the issue, they are not charging us. What do you dislike about Revenue Grid? There are quite a few bugs that sometimes are ...

"Very frustrating . Disconnects constantly"

What do you like best about Revenue Grid? I like that you do not have to type in everyone's name to connect it, and I do not have to copy and paste it into Salesforce anymore. However, it is frustrating more often than not. What do you dislike about Revenue Grid? The amount of times it disconnects and randomly bring people into some emails and doesn't track the exact lead I need it to. Our recurring meetings are randomly sending updates to our clients in batches of hundred at a time. What ...

"I found it easy to use. And I feel I can talk about it to other people."

What do you like best about Revenue Grid? I never have used anything like this before and it was easy to use. Once I was on it, I could see, it was easy. What do you dislike about Revenue Grid? I haven't found anything i dislike about it yet. What problems is Revenue Grid solving and how is that benefiting you? Not writing my emails twice.