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Revenue Grid for Salesforce and Gmail

4.2
💬43
💲Free

Revenue Grid enhances sales performance by automating data capture and providing AI-driven insights. It integrates with Salesforce and Gmail to offer real-time pipeline visibility, relationship mapping, and guided selling capabilities, helping sales teams work more efficiently and close deals faster.

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Platform
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AICRMData CaptureGuided SellingPipeline ManagementRelationship IntelligenceRevenue Intelligence

What is Revenue Grid for Salesforce and Gmail?

Revenue Grid is an AI-powered tool designed to enhance sales performance by transforming CRM from a passive data repository into an active, actionable platform. It captures sales and communication data automatically from Gmail and integrates it with Salesforce. Sales teams can access real-time insights, manage pipelines, and receive AI-driven recommendations to guide their selling process. This tool is ideal for sales professionals looking to streamline workflows, improve efficiency, and boost deal closure rates.

Core Technologies

  • Artificial Intelligence
  • Data Integration
  • Sales Automation
  • CRM Integration

Key Capabilities

  • Automated data capture from Gmail
  • AI-driven insights for sales teams
  • Pipeline management tools
  • Relationship intelligence mapping
  • Sales sequence automation

Use Cases

  • Automate capturing sales and communication data from Gmail to Salesforce.
  • Track and manage sales pipelines in real time.
  • Identify key contacts in a deal using connection mapping.
  • Get AI-driven next steps for each deal.
  • Engage prospects more efficiently with automated sales sequences.

Core Benefits

  • Saves time with automated data capture
  • Provides real-time pipeline visibility
  • Offers AI-driven recommendations
  • Improves sales process execution
  • Enhances relationship management

Key Features

  • Activity Capture
  • Email Sidebar
  • Pipeline Management
  • Relationship Intelligence
  • Revenue Signals
  • Sales Sequences

How to Use

  1. 1
    Install Revenue Grid and connect it to your Gmail and Salesforce accounts.
  2. 2
    Let the platform automatically capture sales data from your emails.
  3. 3
    Access Salesforce data directly from your inbox using the Email Sidebar.
  4. 4
    Use pipeline management tools to track deals in real time.
  5. 5
    Leverage AI-driven insights and sales sequences to guide your selling process.

Frequently Asked Questions

Q.What does Revenue Intelligence cover?

A.Revenue Intelligence covers Activity Capture, Email Sidebar, Pipeline Management, Relationship Intelligence, Revenue Signals, and Sales Sequences.

Q.How does Revenue Grid improve sales performance?

A.Revenue Grid improves sales performance by automating data capture, providing AI-driven insights, and offering guided selling capabilities.

Q.Is Revenue Grid free?

A.Revenue Grid is free for 14 days. Once the free trial is over, an additional purchase is required.

Pros & Cons (Reserved)

✓ Pros

  • Automated data capture saves time and boosts efficiency.
  • Complete pipeline visibility enables real-time tracking of deals.
  • AI-driven insights provide actionable recommendations.
  • Improved sales process execution through automated sales sequences.
  • Enhanced relationship management with connection mapping.

✗ Cons

  • Requires integration with Gmail and Salesforce.
  • Pricing may be a barrier for some users after the free trial.
  • Reliance on AI-driven insights may reduce individual decision-making.

Alternatives

No alternatives found.