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

"Handy and easy to install and use"

What do you like best about Revenue Grid? I like that it instantly can find the record, whether a lead, contact, opportunity, etc. in Salesforce to save to. What do you dislike about Revenue Grid? Sometimes it doesn't allow to save and says problem with either Salesforce or email server and have to exit out of Gmail and come back in again. Recommendations to others considering Revenue Grid: Just use the trial beforehand. What problems is Revenue Grid solving and how is that benefiting ...

"Amazing "

What do you like best about Revenue Grid? SmartCloud Connect allows Salesforce and Outlook to be streamline. Employees have stated numerous times the less steps need to create a contact, account etc. This plugins' best feature is the ability to automate emails to contacts, accounts or opportunity, allowing less time needed to search in Outlook for emails What do you dislike about Revenue Grid? The only issue is that if you don't have any duplication check rules in Sales force, you can ...

"Great platform. Our sales team is more organized, before it wasn’t."

What do you like best about Revenue Grid? The best thing about SmartCloud Connect is how it keeps us organized without noticing it. Our sales team uses the tools they’re already proficient in: Salesforce and Outlook and there’s absolutely no need to learn anything new. What do you dislike about Revenue Grid? They could simplify their sidebar interface as it looks a bit busy when you start piling on the fields. Recommendations to others considering Revenue Grid: Give it a try. While it may ...

"Time Saver!"

What do you like best about Revenue Grid? For those who use Outlook and SalesForce, this is a great way to store/move emails and attachments directly to the Company/Client page. Instead of downloading or copying and pasting, with a couple of clicks, you can move the information immediately. I work on MacBook and it works well. What do you dislike about Revenue Grid? There is not really anything not to like about SmartCloud Connect. I am a new user, and have not yet found anything that does ...

"Great addition to work flow"

What do you like best about Revenue Grid? The best attribute of this is the ability to access and work within salesforce without having tom open an operate window and log in. What do you dislike about Revenue Grid? Sometimes the program doesn't recognize the account the email is associated with. This is not a often problem, maybe 1% of the time. What problems is Revenue Grid solving and how is that benefiting you? I am capturing more accurate activity numbers as well as more detailed ...

"Sometimes works"

What do you like best about Revenue Grid? That my meetings and emails are logged into SF What do you dislike about Revenue Grid? That it doesn't always work for connecting meetings/emails to opportunitties What problems is Revenue Grid solving and how is that benefiting you? No problems have been solved and I've not really noticed the benefits

"Simple and faster use of data"

What do you like best about Revenue Grid? Connection to info, faster and simpler to move around What do you dislike about Revenue Grid? Visuals too crowded, makes it look not neat (more Apple styles can be good idea) What problems is Revenue Grid solving and how is that benefiting you? Seeing all the information together is an amazing benefit

"Need to see customer communications in Salesforce and use Outlook? This is the tool you need."

What do you like best about Revenue Grid? The best asset of SmartCloud is their team. From pre-sales, through implementation to post sales support, the SmartCloud team has been a pleasure to work with and they have taken the effort to understand our custom needs and usage around Salesforce and Outlook. Once they understood our needs, they quickly prepared and deliver a solution. Also the auto sync feature has been the perfect solution for our users. What do you dislike about Revenue ...

"Helps track activities but not sales process"

What do you like best about Revenue Grid? it would be nice to have make it easier to add contacts to the right opportunity and to have meetings created in outlook sync with connect vs. the other way around. What do you dislike about Revenue Grid? assigning tasks, meeting invites and needing to add contacts to have it sync. Seems to be double work to have outlook, zoom meetings etc. Plus every page in salesforce takes a while to load vs. outlook. also connect does not track internal messages ...

"SmartCloud is very helpful"

What do you like best about Revenue Grid? easy way to add contact details and to create new leads in SFDC What do you dislike about Revenue Grid? everything beyond adding contact details and leads is difficult to understand, usability could be better Recommendations to others considering Revenue Grid: great for email management and lead management. Implementation with SFDC works well. UI could be improved What problems is Revenue Grid solving and how is that benefiting you? much easier to ...