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

"Really efficient tool for doing stuff on SFDC from your inbox!"

What do you like best about Revenue Grid? - Picks customizations easily - Easy to do basic and medium tasks on SFDC - great for personal use as well - much better than Salesforce Inbox What do you dislike about Revenue Grid? - Some complex customizations may be deterrent, but not a show stopper What problems is Revenue Grid solving and how is that benefiting you? Ability to create records into Salesforce based on my emails

"SmartCloud Connect - improved finctionality"

What do you like best about Revenue Grid? The SmartCloud Connect platform is more robust than the standard Salesforce plugin for Outlook. The update to RevenueGrid makes the product even better. What do you dislike about Revenue Grid? Occasionally Windows 10 and Office 365 send auto updates that "break" some functionality. We contact the developer and they are outstanding in getting back to us very quickly and pushing out a solution that resolves the issue. UPDATE - This has happened ...

"Mass emailing has never been easier!"

What do you like best about Revenue Grid? The best thing I like is tracking email opens! I have been able to increase my customer engagement by finding out what sort of titles have prompted the most email opens! With this tool, I have been able to figure out more engaging mass emails. It is also nice to know if some people are ignoring you, or if the email is not in current use. That is noticed when multiple emails have not been opened from a specific email address. Also, the online ...

"Efficient, Custom Friendly, & Fully Supported"

What do you like best about Revenue Grid? The product has increased our team's efficiency and improved our ability to capture data that allows us to make better decisions. What do you dislike about Revenue Grid? The app can lag a times when paired with Gmail, and I'd love a mobile friendly integration with Gmail. Recommendations to others considering Revenue Grid: Consider how mobile your team is - we're fortunate that much of what we do is done in a desktop environment. Completely mobile ...

"some users have trouble with the outlook plugin"

What do you like best about Revenue Grid? saves time by allowing salespeople to record data from outlook into salesforce from outlook What do you dislike about Revenue Grid? cannot see all the entries under an opportunity without going to salesforce Recommendations to others considering Revenue Grid: be able to show more information from salesforce What problems is Revenue Grid solving and how is that benefiting you? wasted time entering information twice

"Great for quickly adding/editing contacts and accounts"

What do you like best about Revenue Grid? I love that I can quickly add account, contact, and prospect (lead) records quickly with SCC. This is something that I can do. Also like that I can open any record and edit it immediately from Outlook without having to manually log back into Salesforce What do you dislike about Revenue Grid? There is an option to save emails attachments, but if attachments are below a certain size, they may not make it into Salesforce. Recommendations to others ...

"This is a serious support product that rocks hard!"

What do you like best about Revenue Grid? There is such an ease of connecting, archiving and supporting my customers. It truly makes a difference in our resident knowledge of what is happening with every customer and every interaction. It is massively integrated into our SalesForce dashboard, and all my colleagues can see all of my activity. What do you dislike about Revenue Grid? I am hard pressed to think of a dislike. Sometimes I have to reboot. If that is the worst, I am ...

"A truly incredible product for sales productivity"

What do you like best about Revenue Grid? We have seen a drop in second-guessing after using RevenueGrid. It’s just making our sales process faster and more efficient for everyone. As a business with a large number of remote employees, we need to be able to keep track of everyone, see how they worked and what was the status of each outreach. Having greater control of sequencing, tasks and meetings help our sales reps get a lot more done than usual. What do you dislike about Revenue Grid? We ...

"THE software to have for sales engagement!"

What do you like best about Revenue Grid? This app is ideal for people who work inside their Outlook and want to minimize time switching to another platform. RevenueGrid grabs CRM, email and sequencing data and gathers them all in one convenient place. It also has a very robust synchronization and data identification system, which updates CRM/email/calendar data automatically. Productivity of the roof! The other huge bonus is the smart system of notifications that nudge me and my team to ...

"Glad we migrated to RevenueGrid. Turned our sales department around."

What do you like best about Revenue Grid? I like the opportunity analytics and understanding which opportunities we’re dropping the ball on, as well as visualizing team performance at a glance. We also like how easy and intuitive it is to capture and transfer data between our CRM, email, and RevenueGrid. Information is captured and synced in the right record which saves immense amounts of time and productivity for our sales members. What do you dislike about Revenue Grid? It takes a bit of ...