Revenue Grid Reviews

What do you like best about Revenue Grid?Completely saving time to save activity history from Outlook.What do you dislike about Revenue Grid?It looks like it needs some kind of GPT skill, such as handling short and routine tasks. To be frank, there are so many roles that overlap between various AI tools. So, I am not able to assure that I am using the right tool in the right position.What problems is Revenue Grid solving and how is that benefiting you?To find as much information as I got from Outlook.

What do you like best about Revenue Grid?The service efficiently manages multiple tasks, ensuring seamless client interactions.What do you dislike about Revenue Grid?The system works great with reviewing the calendars of attendees in house and helping set meetings for several clients and internal teams daily.Recommendations to others considering Revenue Grid?Only con would be the hiccups every once in awhile when the system is not working properly and you are unable to use the system to search others calendars and set meetings.What problems is Revenue Grid solving and how is that benefiting you?To improve the system, ensure regular updates and maintenance to minimize disruptions.

What do you like best about Revenue Grid?Revenue Grid has been extremely helpful for our day-to-day operations. It provides real-time visibility into the pipeline and customer engagement, which helps our teams track interaction history and make more informed decisions. It also reduces manual record-keeping and activity tracking by automatically capturing key insights, saving time while improving accuracy.What do you dislike about Revenue Grid?What I dislike about Revenue Grid is that some of the insights and data points can take a while to interpret, especially for new users. Sometimes the sheer volume of information feels overwhelming, which makes it harder to quickly zero in on the most critical actions and priorities.What problems is Revenue Grid solving and how is that benefiting you?Revenue Grid solves the challenge of limited visibility into sales activity and pipeline health by automatically capturing engagement data and highlighting potential risks before they become problems. For me, that means spending less time chasing updates and manually reviewing CRM data, while gaining greater confidence in forecasting, identifying opportunities, and supporting clients more proactively.

What do you like best about Revenue Grid?What I like best about Revenue Grid is how easy it makes setting up meetings and keeping track of emails. It helps me stay organized and makes it easier to manage communication and follow-ups. It's worth it.What do you dislike about Revenue Grid?Revenue Grid can be slow at times, and I don’t like that I can’t adjust or edit the scheduling link after it has been created. It would be more convenient if existing links could be easily modified.What problems is Revenue Grid solving and how is that benefiting you?Revenue Grid makes scheduling meetings with clients much easier. It eliminates the back-and-forth emails trying to find a time that works for everyone, which saves time and makes scheduling more efficient.

What do you like best about Revenue Grid?The best thing about Revenue Grid is that it automatically logs emails in Salesforce. This saves a lot of time and ensures that all important customer communication is captured without having to enter everything manually. It makes keeping Salesforce updated much easier and helps keep sales activities organized.What do you dislike about Revenue Grid?Nothing major to dislike so far. Revenue Grid works well for my needs, especially when it comes to automatically logging emails in Salesforce.What problems is Revenue Grid solving and how is that benefiting you?Revenue Grid solves the problem of manually tracking and logging emails in Salesforce. It automatically captures email communication, which saves time and ensures that important customer interactions are recorded.

What do you like best about Revenue Grid?What I like most about Revenue Grid is how seamlessly it integrates Microsoft Outlook with Salesforce. It automatically syncs emails, meetings, and calendar events, which cuts down on manual data entry and makes sure customer interactions are captured in Salesforce. The interface is straightforward and easy to use, and the reliable synchronization helps our sales team keep CRM records accurate while improving overall productivity. I’ve also had a good experience with their customer support team, which has been responsive whenever we’ve needed help.What do you dislike about Revenue Grid?We’ve also experienced occasional delays when syncing activities between Outlook and Salesforce. Although these issues are usually resolved with support, better stability and reliability—and fewer prompts to reauthenticate—would make the overall experience even better.What problems is Revenue Grid solving and how is that benefiting you?Revenue Grid helps us keep Salesforce and Microsoft Outlook in sync, which cuts down on manual data entry and makes sure emails, meetings, and other customer interactions are captured automatically. It saves our sales team time, improves the accuracy of our CRM data, and provides clearer visibility into customer communication. As a result, we can spend more time engaging with customers and less time on administrative work.

What do you like best about Revenue Grid?Revenue Grid has been a game-changer for our team, particularly because it allows us to log a single email across multiple Salesforce objects and cases—a capability that the native Salesforce Outlook plugin simply doesn’t offer. The user interface is clean, intuitive, and highly customizable to individual workflows. Beyond the software itself, their support team has been phenomenal, providing prompt, end-to-end assistance whenever we've run into an issue. I am happy to highly recommend Revenue Grid.What do you dislike about Revenue Grid?We’ve had issues logging certain emails that include digital signatures and certificates.What problems is Revenue Grid solving and how is that benefiting you?Revenue Grid has been fantastic for our team by allowing us to link a single email to multiple Salesforce objects and cases—something the native Salesforce Outlook plugin can't do.

What do you like best about Revenue Grid?Easy to integrate. It’s also easy to collaborate with external clients through email threads. The auto-save feature saves emails automatically and links them to the specific contact record in SF. The sidebar that shows the existing contact record helps reduce the creation of duplicate contact records in Salesforce. The RG support team is very helpful and prompt.What do you dislike about Revenue Grid?I haven't encountered any significant downsides or issues while using Revenue Grid so far.What problems is Revenue Grid solving and how is that benefiting you?Logging email activities by matching the email domain on the contact records in Salesforce.

What do you like best about Revenue Grid?I love how its Salesforce integration saves me from the manual work of logging activities, and how it lets me automate multi-channel outreach. In my day to day tasks it saves a lot of time and makes connection across systems seamless.What do you dislike about Revenue Grid?Not much to add (I’ve been using it for a couple of months now). It took me a little time to get used to the setup, but once I did, everything has been running very smoothly.What problems is Revenue Grid solving and how is that benefiting you?Before, I was manually logging every email, call, and meeting in Salesforce, which took time away from actual prospecting, calls, and follow-ups. Now it automatically handles about 90% of that admin work, saving me roughly an hour (if not more) every day.

What do you like best about Revenue Grid?Once it’s installed, it’s really easy to use. The integration takes a bit of time, but after that it works automatically. Performance and updates take a few seconds, but that’s okay. I don’t know the price. Support is instant.What do you dislike about Revenue Grid?The installation is difficult, and the update doesn’t happen instantly.What problems is Revenue Grid solving and how is that benefiting you?We save a lot of time thanks to the integration and updates from Salesforce and Gmail.