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

"RevenueGrid Review"

What do you like best about Revenue Grid? Great sync between Salesforce and Outlook What do you dislike about Revenue Grid? It takes a long time for the support team to respond or solve an issue What problems is Revenue Grid solving and how is that benefiting you? syncing of salesforce and outlook allows sales reps to work where they want without duplicating efforts

"Time-saving for pipeline review"

What do you like best about Revenue Grid? I really love how I can click through what's going on with all of my team's deals and get a quick overview of what's going on without calling up each rep. I don't go into actual emails and meetings that often because I don't like to micro-manage, but it's a really useful feature before pipeline reviews sometimes, or when I want to see where certain reps are losing deals What do you dislike about Revenue Grid? Haven't found anything so far. All is ...

"Got even more than we expected"

What do you like best about Revenue Grid? We wanted to go through recordings of calls and meetings, and get analytics on our outreach, but the deal dashboard has also become a mainstay on my team. You can really see everything all at once. What do you dislike about Revenue Grid? All is good! There are no complaints so far. What problems is Revenue Grid solving and how is that benefiting you? Collecting all of our calls, meetings, and emails and getting detailed analytics on them. Seeing all ...

"Link your tasks"

What do you like best about Revenue Grid? It's so easy to add my daily activities to SF via SmartCloud Connect. Saves time, clicks, and multiple appointment locations (Outlook and Salesforce) What do you dislike about Revenue Grid? I really cannot say I have encountered a drawback to using SmartCloud Recommendations to others considering Revenue Grid: Just download and use away. What problems is Revenue Grid solving and how is that benefiting you? Managing my time is crucial, i need to be ...

"Makes Daily Work simpler"

What do you like best about Revenue Grid? I do not have to think about making sure the emails I send are documented. Revenue Grid allows for a seamless experience with my clients to track what we are working on with them. Also, being able to link an email with a case or opportunity allows for others to view what we are working on so everyone is on the same page. What do you dislike about Revenue Grid? There is a feature that will sync attachments, and when your signature in the email has ...

"My experience has been super seamless. I am now able to save time by saving emails and info."

What do you like best about Revenue Grid? I like How it can connect it directly to email. It saves me a ton of time from having to copy and paste into salesforce. It also makes things easy if someone was to take over my clients. They can see the conversations I had been having with clients. What do you dislike about Revenue Grid? At the same time, it can sometimes have trouble connecting to email. What problems is Revenue Grid solving and how is that benefiting you? I am not forgetting ...

"Revenue Grid for Sales"

What do you like best about Revenue Grid? I love the ability to conveniently save import communication with my clients to their SalesForce account so that I can reference in the future. What do you dislike about Revenue Grid? I have no dislikes, it is very easy to use. Recommendations to others considering Revenue Grid: Use it! It can be easy to install and ignore but once you start using it your accounts will be more rounded and include the beneficial information that you need to be ...

"Works without have to think about it"

What do you like best about Revenue Grid? What I like best about Revenue Grid is that I don't have to think about it. I simply send my emails and know that they are recorded. As a sales manager, I don't have to harass my sales reps to enter info. It is just there. What do you dislike about Revenue Grid? There are a few hoops to jump through to get the settings the way that will work for you. What problems is Revenue Grid solving and how is that benefiting you? The problem of recording ...

"A tool that warns you fast about deals with problems"

What do you like best about Revenue Grid? The cool thing is that it shows you what deals will close and which ones are at risk as soon as there's a chance they won't close. It makes the forecast more reliable and also gives our sales team a chance to double down on the deals in trouble that still have a good chance of going through. What do you dislike about Revenue Grid? They still have some work to do before you could set everything up by yourself but the support team are super helpful ...

"sales coaching for wfh"

What do you like best about Revenue Grid? It's a great resource to use when you coach your team. I started using it in mid 2020 when we all had to switch to remote and i had to jump on a zoom each person in my team and go through every deal, and that was super hard to keep track of things. now i just set up signals and they remind reps what we discussed, what to do in certain situations, and help me remember where we left off. I also get a signal when something was or was not done. it saves ...