Revenue Grid

One-stop-shop for your sales engagement and analytics

About Revenue Grid

Revenue Grid is Salesforce-native customer engagement platform that helps lead teams to repeatable revenue. Covering the full sales cycle from getting the first touch to closing and upselling, Revenue Grid allows users to analyze, execute and lead growth strategy.

Revenue Grid integrates with CRMs and all communication channels, allowing users to align customer-facing teams around a unified sales approach, make reps more productive and engage customers in meaningful communication to maximize revenue.

3 modules included:

- Revenue Engage - Sales Campaigns
An intelligent engagement tool for Salesforce that automates sequences to help reps outreach and nurture x10 more.

- Revenue Inbox - CRM Integration
A Solution for integrating Salesforce with an Email and Calendar that actually works.

- Revenue Guide - Playbook Automation and Guided Selling
Salesforce-native Guided selling tool designed to empower every rep to sell like the best rep.

Key benefits of Revenue Grid

  • Automatically save emails, meetings and attachments using SmartCloud Connect with the option of choosing which files and attachments to save. Users can save single or multiple attachments at once and convert files to any format directly within the inbox.

  • Find contacts, leads or any other Salesforce data quickly by using SmartCloud Connect’s advanced search function and filters for Salesforce objects meaning there’s no need to navigate between the two apps.

  • The function Magic Pixel gives users the ability to track email openings. Users will be able to see where, when and how many times the email was opened.

  • Communicate with team members using Salesforce Chatter for group chats inside of the inbox. Use the Chatter integration to communicate with colleagues from inside each email or calendar event with attachments and emails.

  • Receive auto-generated suggestions and observations for daily tasks and routines, thanks to SmartCloud Connect’s machine learning and AI techniques.

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United States

    Supported Languages

    English

    Images

    View 6 more
    Revenue Grid screenshot: Revenue Grid screenshot: Revenue Grid screenshot: Revenue Grid screenshot: Revenue Grid screenshot:

    Features

    Total features of Revenue Grid: 61

    • Archiving & Retention
    • Auto-Dialer
    • Automated Scheduling
    • Business Process Automation
    • CRM
    • Calendar Management
    • Calendar Sync
    • Call Management
    • Campaign Management
    • Channel Management
    • Chat/Messaging
    • Client Management
    • Collaboration Tools
    • Communication Management
    • Contact Management
    • Content Delivery
    • Content Management
    • Contract/License Management
    • Customer Accounts
    • Customer Database
    • Customer History
    • Customizable Fields
    • Customizable Forms
    • Data Synchronization
    • Email Management
    • Email Marketing
    • Email Monitoring
    • Email Templates
    • Engagement Analytics
    • Event Triggered Actions
    • Field Sales Management
    • For Sales Teams/Organizations
    • Goal Management
    • Image Library
    • Lead Capture
    • Lead Generation
    • Lead Management
    • Lead Nurturing
    • Meeting Management
    • Opportunity Management
    • Performance Management
    • Performance Metrics
    • Proposal Generation
    • Prospecting Tools
    • Purchasing & Receiving
    • Queue Management
    • Reporting/Analytics
    • Sales Forecasting
    • Sales Onboarding & Training
    • Sales Pipeline Management
    • Search/Filter
    • Shared Inboxes
    • Signature Management
    • Strategic Planning
    • Synchronous Editing
    • Task Management
    • Team Calendars
    • Template Management
    • Training Management
    • Whitelisting/Blacklisting
    • Workflow Management

    Alternatives

    Zoho CRM

    4,2
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    Salesforce Sales Cloud

    4,4
    #2 Alternative to Revenue Grid
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Agile CRM

    4,2
    #3 Alternative to Revenue Grid
    Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively...

    Bitrix24

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    Reviews

    Overall rating

    3,5 /5
    (6)
    Value for Money
    3/5
    Features
    3,5/5
    Ease of Use
    3,5/5
    Customer Support
    2,4/5

    Already have Revenue Grid?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 6
    Kenneth H.
    Overall rating
    • Industry: Human Resources
    • Company size: 11-50 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Great product for email integration with a CRM

    Reviewed on 2018/12/18

    Pros

    I love that you can integrate activities and associate them with a contact or account while still working solely from within Outlook

    Cons

    There is a license fee for each user that can really add on to the cost of the CRM system itself

    Betty H.
    Overall rating
    • Industry: Computer Software
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Access anywhere

    Reviewed on 2016/12/07

    Easy to use with access anywhere I need to connect. Really happy with the product and the...

    Easy to use with access anywhere I need to connect. Really happy with the product and the investment we have made.

    Pros

    The ease of use

    Cons

    I don't think that I have anything at this time.

    Carol C.
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Lacked the features we need

    Reviewed on 2021/01/09

    Pros

    SmartCloud was the first software solution we used when we opened our business. After using the system for a year, we determined that ot lacked features that we needed to efficiently run the office.

    Cons

    The billing module was not fully developed, I was told by a CSR that the module was an add on and that it was under development. Insurance payments had to be manually entered.

    Kristen N.
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    On the market for a tool like this!

    Reviewed on 2016/12/06

    I have been looking at this tool among others for similar functionality. I have seen a demo and...

    I have been looking at this tool among others for similar functionality. I have seen a demo and feel that it is a good competitor in the space.

    Ashok kumar R.
    Overall rating
    • Industry: Computer Software
    • Company size: 51-200 Employees
    • Used Monthly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Smart is the word

    Reviewed on 2016/12/09

    Using smart cloud is very helpful to work from a signal location on ur laptop instead of jingling...

    Using smart cloud is very helpful to work from a signal location on ur laptop instead of jingling between tabs.

    Showing 5 reviews of 6 Read all reviews

    Revenue Grid FAQs

    Below are some frequently asked questions for Revenue Grid.

    Revenue Grid offers the following pricing plans:

    • Starting from:
    • Pricing model: Free, Subscription
    • Free Trial: Available

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    We do not have any information about Revenue Grid features

    Revenue Grid has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Revenue Grid supports the following languages:

    English

    Revenue Grid supports the following devices:

    Revenue Grid integrates with the following applications:

    Facebook, Gmail, LinkedIn for Business, Microsoft 365, Microsoft Outlook, Salesforce Sales Cloud

    Revenue Grid offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Revenue Grid.