Revenue Grid

Meet Revenue Grid

Revenue Grid connects customer interactions with Salesforce records. It captures information from email, meetings, contacts, and documents, using configurable rules to synchronize relevant activity with the CRM. An inbox sidebar brings relationship context into the tools representatives use for day-to-day communication.

Pipeline and team analytics show how deals are progressing, while relationship signals and guidance help identify situations worth reviewing. Scheduling, sales sequences, and meeting tools support the work that follows. Sales leaders can use the recorded activity during pipeline reviews and forecasting, while representatives keep customer context close as they prepare meetings and follow-ups. Support for custom objects helps fit the capture process to a team's records.