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

"Gutes Tool mit verschiedenen Möglichkeiten"

What do you like best about Revenue Grid? Ich kann nicht nur die E-Mail direkt in SF ablegen, ich kann auch direkt Mails mit Terminvorschlägen rausschicken und diese werden automatisch gespeichert. Sehr zeitsparend What do you dislike about Revenue Grid? Sometimes it takes some time to connect and to work What problems is Revenue Grid solving and how is that benefiting you? Ich habe eine perfekte Verbindung von Outlook und Salesforce und mit den verschiedenen Möglichkeiten spare ich Zeit.

"Smartcloud Connect does what we want"

What do you like best about Revenue Grid? Minimal headache. We tried activity capture with Einstein and it was more expensive and not user friendly. Fairly simple to use. What do you dislike about Revenue Grid? I honestly can't figure out why I end up with two versions in my inbox. As soon as I delete the one I don't want, it's back the next day. Recommendations to others considering Revenue Grid: Use the free trial. Helps you understand if it's a good fit. What problems is Revenue Grid ...

"Works but with bugs "

What do you like best about Revenue Grid? The problem area they aim to solve as syncing emails to leads is a needed feature What do you dislike about Revenue Grid? Often downtime and disconnection, App was often needed to be restarted or reconnected and emails were not being associated /recognized What problems is Revenue Grid solving and how is that benefiting you? Automatic sync of emails to leads

"SmartCloud Connect - CRM in Outlook"

What do you like best about Revenue Grid? SmartCloud Connect allows me to streamline my workflow - allowing me to enter and update entries from SalesForce in my Outlook window. It allows me to ensure that any relevant information regarding a customer or account is available to me - ongoing opportunities, contacts, demos etc. The customization options the add-on allows means the individual user experience can be tailored to a high degree - picking out only the important fields and settings ...

"Reliable synchnorization for all objects"

What do you like best about Revenue Grid? I really appreciated the ease of use, easeo implementation integration in outlook What do you dislike about Revenue Grid? nothing, all worked well from day one, no headaches to learn how to use it What problems is Revenue Grid solving and how is that benefiting you? data entry in salesforce

"Sales"

What do you like best about Revenue Grid? Seamlessly integrates outlook with SF and is easy to use What do you dislike about Revenue Grid? Sometimes does not recognize contact or account What problems is Revenue Grid solving and how is that benefiting you? SmartCloud is so much better than the Lightening integration. It's saved time by syncing emails, events and creating tasks in outlook that save to SF.

"Finally! The tool we have waited for!"

What do you like best about Revenue Grid? SmartCloud integrates with all operating systems, can be scaled large and small for all types of companies and needs. The personalized customer support and launch assistance is immensely helpful. We have been beyond pleased. What do you dislike about Revenue Grid? We have had a bit of a learning curve to get the Outlook integration to match the individualized needs of our employees. That being said, it has not been an insurmountable ...

"Makes getting information into SFDC so much easier. "

What do you like best about Revenue Grid? Automation of activity. Once you have done your setup, activity automatically gets synced to SFDC via email domains. Ability to add attachments to an object right from outlook or OWA. I use it exclusively with OWA(outlook web access) and it works great. What do you dislike about Revenue Grid? There have been glitches, but they have been very quick to fix. I can't think of one negative incident in the last 6 months. Has been very ...

"Smartcloud Connect does what we want"

What do you like best about Revenue Grid? Minimal headache. We tried activity capture with Einstein and it was more expensive and not user friendly. Fairly simple to use. What do you dislike about Revenue Grid? I honestly can't figure out why I end up with two versions in my inbox. As soon as I delete the one I don't want, it's back the next day. Recommendations to others considering Revenue Grid: Use the free trial. Helps you understand if it's a good fit. What problems is Revenue Grid ...

"Pretty good. First time user. Definitely makes my life a little easier."

What do you like best about Revenue Grid? It helps logging notes and meetings much faster. What do you dislike about Revenue Grid? I'm unaware of the full benefits, as I was never really trained to use it. Recommendations to others considering Revenue Grid: If you have Salesforce, i would definitely recommend. Makes life easier. What problems is Revenue Grid solving and how is that benefiting you? Making sure everything is being logged into salesforce. One-click away from logging a meeting.