Revenue Grid for Salesforce and Gmail boosts sales efficiency by integrating Salesforce directly into Gmail. Automate data capture, gain AI-driven insights, and manage pipelines in real-time. Increase closed-won deals by 35% and sales velocity by 40% with this secure, enterprise-ready tool. Try it free for 14 days!
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Published:
2024-09-13
Created:
2025-04-29
Last Modified:
2025-04-29
Published:
2024-09-13
Created:
2025-04-29
Last Modified:
2025-04-29
Revenue Grid for Salesforce and Gmail Product Information
What is Revenue Grid for Salesforce and Gmail?
Revenue Grid for Salesforce and Gmail is a powerful sales productivity tool that integrates Salesforce CRM with Gmail. It enhances sales performance by automating data capture, providing AI-driven insights, and offering guided selling capabilities. Key features include activity capture, email sidebar, pipeline management, and relationship intelligence, helping sales teams work efficiently without leaving their inbox.
Who will use Revenue Grid for Salesforce and Gmail?
Revenue Grid is designed for sales professionals, teams, and managers who use Salesforce and Gmail. It’s ideal for reps seeking to automate CRM updates, managers needing real-time pipeline visibility, and organizations aiming to improve sales velocity and forecast accuracy. Enterprises and small businesses alike can benefit from its AI-driven insights and seamless integration.
How to use Revenue Grid for Salesforce and Gmail?
- Install the Revenue Grid extension from the Chrome Web Store.
- Connect your Salesforce and Gmail accounts for seamless integration.
- Automatically capture emails, contacts, and calendar events to Salesforce.
- Use the Email Sidebar to view/edit Salesforce records without leaving Gmail.
- Monitor deals with real-time pipeline alerts and AI-driven Revenue Signals.
- Optimize outreach with automated Sales Sequences and relationship insights.
In what environments or scenarios is Revenue Grid for Salesforce and Gmail suitable?
Revenue Grid excels in fast-paced sales environments where CRM accuracy and efficiency matter. It’s perfect for remote teams, enterprises managing complex pipelines, and reps juggling high email volumes. Scenarios include tracking deal progress, automating follow-ups, identifying key decision-makers, and leveraging AI for actionable insights—all within Gmail and Salesforce.
Revenue Grid for Salesforce and Gmail Features & Benefits
What are the core features of Revenue Grid for Salesforce and Gmail?
- Activity Capture: Automatically logs sales and communication data from Gmail to Salesforce.
- Email Sidebar: Provides real-time Salesforce data access and editing directly from Gmail.
- Pipeline Management: Offers real-time visibility into deal progress and risks.
- Relationship Intelligence: Maps connections between deal stakeholders to identify key influencers.
- Revenue Signals: Delivers AI-driven actionable insights for guided selling.
What are the benefits of using Revenue Grid for Salesforce and Gmail?
- Boosts efficiency: Automates CRM updates, saving time on manual data entry.
- Improves sales performance: AI-driven insights help close deals faster.
- Enhances pipeline visibility: Real-time tracking of deals and risks.
- Strengthens relationships: Identifies key decision-makers for targeted outreach.
- Enterprise-ready: Secure, compliant, and supports cross-platform use.
What is the core purpose and selling point of Revenue Grid for Salesforce and Gmail?
- Seamless integration: Bridges Salesforce and Gmail for unified workflow.
- Revenue Intelligence: Shifts CRM from passive viewing to active execution.
- Guided selling: AI-powered recommendations for next-best actions.
- Proven ROI: Increases closed-won ratios, sales velocity, and forecast accuracy.
- Plug-and-play: Easy implementation with minimal risk and cost.
What are typical use cases for Revenue Grid for Salesforce and Gmail?
- Sales teams: Automate CRM updates and track deals without leaving Gmail.
- Managers: Monitor pipeline health and coach reps using real-time insights.
- Remote teams: Collaborate efficiently with centralized Salesforce-Gmail access.
- Enterprise sales: Leverage Relationship Intelligence for complex deal mapping.
- Revenue operations: Optimize processes with AI-driven analytics and alerts.
FAQs about Revenue Grid for Salesforce and Gmail
What is Revenue Grid for Salesforce and Gmail?
Revenue Grid for Salesforce and Gmail is a powerful Chrome extension that integrates Salesforce and Gmail to enhance sales performance. It provides Revenue Intelligence features like automated data capture, pipeline management, relationship mapping, and AI-driven insights to help sales teams work more efficiently directly from their inbox.
How does Revenue Grid capture sales data from Gmail to Salesforce?
Revenue Grid automatically captures 100% of sales data including emails, contacts, attachments, calendar events, and tasks from your Gmail and saves them to Salesforce. This eliminates manual data entry, keeps your CRM updated, and even auto-creates Salesforce objects without leaving your inbox.
What are the key benefits of using Revenue Grid for Salesforce and Gmail?
Revenue Grid offers multiple benefits including a 35% increase in closed-won ratio, 40% faster sales velocity, and 47% improvement in forecast reliability. It provides complete pipeline visibility, relationship intelligence, AI-driven recommendations, and automated sales sequences to boost team productivity and revenue.
Does Revenue Grid for Salesforce and Gmail offer a free trial?
Yes, Revenue Grid for Salesforce and Gmail offers a 14-day free trial. After the trial period ends, you'll need to purchase a subscription to continue using the service. The extension is available on the Chrome Web Store for easy installation.
How does the Email Sidebar feature work in Revenue Grid?
The Email Sidebar in Revenue Grid lets you access and edit Salesforce data directly from your Gmail interface. It shows real-time insights from Salesforce records for each email or lead, and you can customize which objects and fields appear in the sidebar for personalized workflow efficiency.
What security certifications does Revenue Grid for Salesforce and Gmail have?
Revenue Grid is ISO 27001 certified, SOC 2 compliant, and meets GDPR requirements. The developer conducts security reviews during every product development phase and offers on-prem deployments for enterprises needing additional security measures.
How does Revenue Grid's Relationship Intelligence feature help sales teams?
Revenue Grid's Relationship Intelligence maps connections between parties in deals, identifying key influencers and decision-makers. It provides insights on engagement quality and quantity, helping sales teams target the right contacts and optimize communication strategies to improve deal success rates.
What are Revenue Signals in Revenue Grid for Salesforce and Gmail?
Revenue Signals are AI-powered notifications that highlight important changes in your sales process. They provide actionable insights about deal risks, next best actions, and performance metrics, eliminating guesswork and helping sales teams make data-driven decisions at every pipeline stage.
Can Revenue Grid for Salesforce and Gmail help with sales forecasting?
Yes, Revenue Grid improves forecast reliability by 47% through its comprehensive data capture and AI analysis. The platform provides real-time pipeline visibility, tracks deal movements, and offers predictive insights, enabling more accurate sales forecasting and quota management.
How does Revenue Grid's Sales Sequences feature work?
Revenue Grid's Sales Sequences automate multichannel outreach while maintaining a personal touch. The feature provides AI insights into what messaging works best, offers performance reporting, and helps sales teams execute sequences that build stronger prospect relationships and drive more revenue.
Revenue Grid for Salesforce and Gmail Company Information
Company Name:
Revenue Grid
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Analytics of Revenue Grid for Salesforce and Gmail
No analytics data available for this product yet.
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