Revenue Grid Unclaimed

Enhance your revenue operations with powerful integrations and enterprise-ready features.

Automatically capture sales data and seamlessly integrate with Salesforce.

Maximize revenue through enhanced deal insights and team performance analytics.

Enhances prospect engagement and decision-making with automated assistance and actionable insights.

Enhances decision making for better sales outcomes directly in your CRM.

Growth-Stage Technology And SaaS Companies

Tech and SaaS firms scaling revenue through data-driven sales ops in North America and Europe.

Enterprise Sales Organizations

Global enterprise sales teams seeking scalable revenue operations and governance across complex CRM ecosystems.

Professional Services Firms And System Integrators

Professional services firms seeking efficient sales handoffs, data capture, and accurate forecasting.

Financial Services And Regulated Industries

Financial services firms and regulated industries requiring secure, compliant revenue operations.

Capabilities that automatically capture email and sales activities into CRM, provide inbox-based CRM access, and synchronize scheduling to keep Salesforce records current.

Features for multichannel sequences, meeting assistance, and external intelligence to accelerate prospect outreach and advance deals through the funnel.

Capabilities for true pipeline visibility, team analytics, and forecast modeling to improve revenue forecast accuracy and identify stalled deals.

In‑CRM guidance and mentoring that surfaces deal risks, recommended actions, and contextual intelligence to improve win rates and shorten sales cycles.

Revenue Grid Platform

Revenue Grid Platform provides core platform capabilities and enterprise-ready features, including platform comparisons, updates, licenses, security, enterprise readiness, integrations, and Outlook retirement paths. It streamlines workflow and enhances collaboration through integrations with popular email platforms like Outlook and Gmail.

• Connect Sales Tools Seamlessly.
  Facilitate the integration of various sales tools with Revenue Grid, enabling smooth workflows and improved data connectivity.
• Designed for Enterprise Success.
  Gain insight into Revenue Grid’s enterprise-specific functionalities designed to handle large-scale sales operations efficiently.
• Ensure Data Security.
  Examine the comprehensive security protocols in place to protect your sensitive information, fostering trust and compliance.
• Integrate Salesforce Community.
  Easily connect your Salesforce Partner Community with popular email platforms like Outlook or Gmail, enhancing collaboration and communication.
• Evaluate Competitive Advantages.
  Analyze and understand Revenue Grid's competitive advantages and unique offerings compared to other solutions in the revenue operations market.
• Access New Features Regularly.
  Stay updated with the latest functionalities and enhancements introduced in Revenue Grid, ensuring your organization maximizes its potential.
• Smooth Transition Path.
  Experience a hassle-free transition from Salesforce for Outlook, ensuring continuity in your sales processes.

RG Capture

RG Capture is a data capture product that automatically captures sales data, activities, and leads into Salesforce, with inbox-based data management, email–CRM integration, tool integrations, and scheduling. It streamlines CRM work from email to enhance efficiency.

• Streamline Data Entry
  Eliminate manual data entry by automatically capturing sales data, increasing efficiency and accuracy.
• Optimize Communication
  Facilitate seamless communication between your email and Salesforce, ensuring no lead slips through the cracks.
• Manage Data from Email
  Easily manage and edit your Salesforce data directly from your email, enhancing your workflow.
• Expand Tool Usage
  Combine RG Capture with your preferred sales tools to create a more unified work environment.
• Simplify Meeting Setup
  Easily schedule meetings to optimize your calendar without the risk of double bookings.

RG Inspect

RG Inspect provides visibility into deal progression, forecasting, and team analytics to help maximize revenue. It focuses on True Pipeline, Sales Forecasting, and Team Analytics to improve revenue operations.

• Identify Progressing And Stalling Deals
  Track deal statuses in real time, allowing managers to redirect efforts and resources effectively, ensuring that sales pipelines are optimized.
• Base Forecasts On Real Odds
  Utilize actual deal probabilities to create accurate and actionable sales forecasts, enhancing decision-making and strategic planning.
• Bird's-Eye View Of Team Activities
  Monitor and analyze the activities and performance of your sales team to identify strengths, weaknesses, and areas for improvement.

RG Engage

RG Engage includes sales sequences, external intelligence, deal guidance, and meetings assistance to accelerate prospect activity and deal progression.

• Streamline Prospect Engagement
  Automate your outreach with personalized sequences that adapt to your prospects, ensuring timely and relevant follow-ups.
• Empower Sales Teams
  Equip your sales teams with the latest market insights and competitor intelligence to make informed decisions.
• Identify Deal Risks
  Gain visibility into potential deal pitfalls and opportunities, allowing your team to prioritize resources effectively.
• Facilitate Productive Meetings
  Ensure that every meeting drives action by capturing key outcomes and making them easily accessible to the team.

RG Direct

RG Direct offers smarter decision making for faster wins and shorter sales cycles right inside the CRM, starting with the Mentor feature.

• Enhance Decision Making
  Provides actionable insights and guidance for sales teams to improve win rates and accelerate deal closures directly within the CRM.