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

"We were looking for a sales engagement tool but got so much more. Perfect for Salesfoce!"

What do you like best about Revenue Grid? We like the extensive opportunity overview, which gives us a detailed picture of what is going on in our pipeline. We appreciate the detailed reports that show what happens behind the scenes of our sales team, particularly team activity in comparison to other team members. We are able to work with the CRM without leaving the application, which makes us a lot more productive. What do you dislike about Revenue Grid? I think for some it would be nice ...

"Generally happy with RevenueGrid"

What do you like best about Revenue Grid? With RevenueGrid, we can finally perform outreach that we get full control and oversight over. It’s fundamental that we maintain playbook adherence. Having full access to team analytics and map out where our opportunities stand helps visualize what is going on behind the scenes. We can focus on perfecting our narratives and playbooks while RevenueGrid ensures we don’t skip a beat, so it’s very useful for us. What do you dislike about Revenue ...

"Great product for Salesforce recording and integration"

What do you like best about Revenue Grid? I like the one click ability to work within Outlook and have all my activity and emails logged in Salesforce. The integration is fairly seamless! I like the fact that I don't have to copy and paste, and that email chains are auto saved- it keeps everyone on an enterprise level up to date on what is happening in the pipeline without a lot of duplication of work. In our environment i also like that i can associate emails and records with numerous ...

"Smart Cloud Connect Works great!"

What do you like best about Revenue Grid? Easier to get in and out of SalesForce records What do you dislike about Revenue Grid? I would prefer more of the last worked sf records to show when trying to link and email to an account/opportunity What problems is Revenue Grid solving and how is that benefiting you? Easy logging of emails to a particular opportunity

"Painfree updates passed on to SFDC from Outlook"

What do you like best about Revenue Grid? No more sending mails to specific addresses, just open the app and click appropriately What do you dislike about Revenue Grid? At this point of time, there seems to be none. Just that pinning it goes away if you expand the inbox and does not come back automatically Recommendations to others considering Revenue Grid: Makes life super easy to log in activities for opportunities & engagements. No more verbal or writing updates manually! What problems ...

"I really like it however it could use simpler steps "

What do you like best about Revenue Grid? everything is in one place and I can log emails without copy and pasting. its on one screen What do you dislike about Revenue Grid? You cant compose an email by clicking on contact Recommendations to others considering Revenue Grid: Allowing if you click on a contact or account you are able to email that contact with a pop up like gmail does to compose. Then, when sending it logs the email automatically without me having to select it to save What ...

"Time saver and a great tool to use and integrate with emails!"

What do you like best about Revenue Grid? SmartCloud is well worth having with Outlook. A great way transfer data from outlook and saves you time getting information into client files, tasks, and meetings. Well worth the money! What do you dislike about Revenue Grid? Nothing. It may not find ever customer when attempting to connect to Salesforce but very accurate. My company decided to go with a different CRM and I will not longer be able to use SmartCloud. Recommendations to others ...

"A smart tool for Salesforce users"

What do you like best about Revenue Grid? SmartCloud Connect made it very easy to go through my sent mail folder and move relevant mails into Salesforce. It recognizes our customers from the salesforce database and thereby identifies relevant emails. It stores them in the customer database and also under opportunities. Auto-create new objects like Leads, Accounts, Opportunities that previously weren’t in Salesforce, and immediately auto-save data to them. Auto-save incoming and sent emails, ...

"Keeping Salesforce Updated "

What do you like best about Revenue Grid? Great way of keeping accounts in salesforce updated with the latest information and communications with customers and partners What do you dislike about Revenue Grid? It would be great if SCC had its own email template function as the one in SF is hard to use. Along with automated email, function to stay on top of follow-ups. What problems is Revenue Grid solving and how is that benefiting you? Adding new accounts to Salesforce while sending an ...

"Recommended to my friends"

What do you like best about Revenue Grid? It pulls relevant data up quickly. Compared to other integrators it is faster and more relevant information. Also I can do most Salesforce stuff inside Smartcloud, creating opportunities, leaving notes and making follow up tasks. What do you dislike about Revenue Grid? Takes a few moments to load but not that long. When I open it, my data takes five seconds to load. Recommendations to others considering Revenue Grid: I suggest, give it a try and see ...