Revenue Grid Reviews in January 2025: User Ratings, Pros & Cons

"Wonder no longer"

What do you like best about Revenue Grid? Revenue Grid helps me assess the level of engagement from the clients and prospects I am engaging with What do you dislike about Revenue Grid? Takes 4 seconds ,feels like longer but overall nothing What problems is Revenue Grid solving and how is that benefiting you? It is saving me time looking for a key note that I don't have to remember

"The perfect sidekick"

What do you like best about Revenue Grid? I often use the "Book me" feature. This way I can send a link to my customers, who can then schedule an appointment directly to my calender, and the customers own calendar. This saves a lot of hassle and back and forth to find a time that suits us both. What do you dislike about Revenue Grid? To save an email to a Salesforce lead etc. can take some time. What problems is Revenue Grid solving and how is that benefiting you? Ease of use with booking ...

"Helpful connections"

What do you like best about Revenue Grid? The sync between outlook and sales force is quite handy and saves time. What do you dislike about Revenue Grid? Install can be combersom, mostly due to SSO issues. What problems is Revenue Grid solving and how is that benefiting you? Automating sync with Salesforce

"Fast & Easy Access to Salesforce from Outlook"

What do you like best about Revenue Grid? The most helpful thing about Revenue Grid is that it allows me to continue my workflow in Outlook (where I spend the majority of my time) without having to leave and go to a different program/window. I can open Cases and add Contacts right from Outlook! What do you dislike about Revenue Grid? So far, the only downside that I've run into is that sometimes the information displayed is a bit limited when trying to search for an existing account or ...

"Makes scheduling meetings for multiple teams super simple"

What do you like best about Revenue Grid? Our organization requires us to coordinate meetings with multiple teams, which makes scheduling complicated. Revenue Grid lets you add multiple team members to a shared calendar so the client only sees/can book meetings when everyone is available. What do you dislike about Revenue Grid? I wish we could change a shared calendar link after it's created. If you make a mistake, you need to start over and create a new shared calendar link. This only ...

"Convenient for SF and Gmail"

What do you like best about Revenue Grid? Very convenient to access and upload/download info from Gmail suite. It uploads any necessary info into our salesforce account from Gmail, and I can even edit any needed information straight from there. Saves time and a lot of navigating around. Plus it pulls in any data from the previous couple of days so nothing is missed. What do you dislike about Revenue Grid? Downside would only be having to go through and back edit any info that was not ...

"Great tool for mining prospects"

What do you like best about Revenue Grid? Easy to use, automaticly tracks and is fully integrated with Salesforce What do you dislike about Revenue Grid? Can't differntiate between multiple addresses at same domain What problems is Revenue Grid solving and how is that benefiting you? Tracking e-mail opens, confirms e-mails have been read, tracks number of opens

"Great service, great support"

What do you like best about Revenue Grid? I love how easy Revenue Grid makes things when communicating with donors and uploading their information to their SalesForce record. It's great that the tool is embedded into Outlook and tracks the conversation automatically. What do you dislike about Revenue Grid? There isn't anything that comes to mind when it comes to disliking Revenue Grid. The service is great and I don't have any complaints. What problems is Revenue Grid solving and how is ...

"Great product that will help your teams operate more effectively"

What do you like best about Revenue Grid? The sequencing feature is very useful and ties directly to salesforce for a simplifed process. What do you dislike about Revenue Grid? The training could be structured a little differently to follow a more predetermined path. Cheat sheets would be very helpful to hand out to the reps as well with simple shortcuts for the different products that you have (sequences, signals etc). Instead of running right into the meat of the training it would be ...

"Outstanding add-on to Salesforce"

What do you like best about Revenue Grid? Revenue Grid has saved me hours of time in connecting emails and appointments to Salesforce. In addition, the seamless integration of the appointment booking into email is a great plus. What do you dislike about Revenue Grid? Can sometimes be hard to associate an email with multiple records. What problems is Revenue Grid solving and how is that benefiting you? Integration with Outlook is saving time. Appointment booking is very easy to use embedded ...