Revenue Grid is an AI-driven revenue operations platform that automates data capture and streamlines the sales process by integrating seamlessly with Salesforce and email systems. Its innovative 'Zero CRM' approach eliminates manual data entry, cleans pipelines, and provides actionable insights to boost forecast accuracy, sales velocity, and overall sales performance. Ideal for enterprise sales teams and revenue operations professionals, Revenue Grid leverages AI Sales Assistants to drive productivity without disrupting existing sales processes.
Website: https://revenuegrid.com/
Key Features
Use Cases
Benefits
Metrics
Pricing Plans
Activity Capture 360 - Request a quote
- Email and Email threads auto-capture
- Contacts synchronization and capture
- Auto-creation of leads, contacts and accounts
- Synchronization configuration rules
- Attachments capture
- Calendar auto-capture
- Tasks synchronization
- Custom objects multi-linking of activities
- Salesforce activity reports
- Inbox and Calendar Salesforce Sidebar
- Online scheduling
- Email and clicks tracking with instant notifications
- Manual activity capture
- Full custom object support
- Create and update any Salesforce objects
- In-mail scheduling time slots
- CRM search
Sales Engagement - Request a quote
- Sales Sequences
- Dialer/telephony and SMS
- Engagement Center
- Sequence A/B testing
- Sequence analytics
- Sales Sequences management
- Prospect import from views, reports, and campaigns
- Native Salesforce integration and reports
- Automation rules and workflows
Revenue Forecasting - Request a quote
- Pipeline inspection and health check
- Interactive pipeline management
- Pipeline evolution tracking
- Deal insights and activity metrics
- Team analytics and coaching
- Relationship intelligence
- Personalized Revenue Signals
- Team Forecasting
- Opportunities scoring
- Revenue analytics, dashboards and reports
- Revenue Signals management
- Native Salesforce integration
- Revenue forecast dashboard
- Account intelligence
- Signals Center & Builder
- Engagement sentiment analysis
- Conversational intelligence
Revenue Intelligence Suite - Request a quote
- Includes Activity Capture 360, Sales Engagement, and Revenue Forecasting
Professional Services - Product Implementation & Onboarding - One-time fee
- Dedicated Expertise
- Tailored Configuration
- Comprehensive Training
- Quality Assurance
- Technical Support
- Project Management
- Long-Term Value
Advanced Customization Package - Subscription based fee
- Consultation & Needs Assessment
- Product Branding
- Integration & Data Migration
- API Integration
- Performance Optimization
- Dedicated Training & Support
Core Signals & Logic Apps Configuration - Subscription based fee
- Core Signals Subscription
- Custom Core Signals
- Logic Apps Development
Premium Success Plan with Dedicated Customer Success Engineer - Subscription based fee
- Dedicated Customer Support Engineer
- Proactive Monitoring
- Customization & Tailoring
- Ongoing Training
- Strategic Planning
- Priority Tech Support
- Performance Optimization
- Regular Reporting
Dedicated Hosting Plans - Subscription based fee
- Enhanced Performance
- Improved Security
- Customization
- Resource Allocation
- Scalability
- Isolation
- Compliance
- Full Root Access
Testimonials
Revenue Grid allows us to work much more efficiently by capturing all our Outlook contacts, correspondence, and meetings and updating Salesforce automatically.
Seamless integration with our CRM eliminated our data and pipeline management challenges. Revenue Grid lets our teams focus on building relationships with clients and closing deals.
Remote work made it incredibly hard to help my team execute. With Revenue Signals, I can provide 'hold-me-by-the-hand' guidance without being physically present or micromanaging my reps.
Diverse Programmers Recommendation
Revenue Grid stands out as a robust, AI-driven solution that redefines CRM by automating data capture and offering real-time sales insights. Diverse Programmers can provide advisory services, custom integrations, and tailored solutions to maximize the platform’s benefits within your organization.
Ease of Use
Setup Time: Less than 1 hour
Onboarding: Zero ramp up with immediate results and guided tutorials
User Experience: Intuitive UI that integrates with existing sales processes without disruption
Security & Compliance
Data Encryption: Standard data encryption protocols are in place
Support Options
Live Chat: No
Email Support: Yes
Community Forum: No
Book a Consultation
Get a Free, No-Obligation Quote for Automating Your Workflows Today
855-217-87086 Different Reasons We Should Partner
- 1Expert in Automation and Streamlining Operations
- 2Proven Track Record of Success
- 3Customized Solutions for Your Needs
- 4Dedicated to Enhancing Efficiency Across Departments
- 5Trusted by Leading Organizations
- 6Personable and Client-Focused Approach
From venture-backed startups to Fortune 500 companies, we partner with organizations of all shapes and sizes.