Revenue Grid is a sales platform designed to enhance team performance through guided selling and workflow automation. While some users find initial training necessary, the software’s robust analytics and automation tools significantly improve sales efficiency and outcomes, making it a valuable tool for optimizing sales strategies.

Revenue Grid Specifications

Lead Management

Sales Pipeline Management

Contact Management

Sales Automation

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What Is Revenue Grid?

Overview

Revenue Grid is a cloud-based sales engagement and revenue intelligence platform designed for sales teams and businesses looking to optimize their revenue processes. It caters to industries such as technology, finance, and healthcare and offers solutions for guided selling, email tracking, and revenue forecasting. The software helps teams address common sales challenges like inconsistent sales processes, missed opportunities, and inefficient workflows by automating key tasks and providing real-time data insights.

Revenue Grid Pricing

Revenue Grid software offers three packages:

  • Activity Capture 360
  • Sales Engagement
  • Revenue Forecasting
  • Revenue Intelligence Suite
Revenue Grid cost will differ depending on your organization type and needs. Users can get pricing for the plan that best suits them.

Revenue Grid Integrations

The software seamlessly integrates with various popular business applications, including:

  • Zoom
  • GoToMeeting
  • Salesforce
  • Oracle Sales Cloud
  • Outlook
  • Google Drive
  • Dropbox
Watch a free Revenue Grid demo to learn more about its integrations.

Who Is Revenue Grid For?

Revenue grid is designed for businesses of all sizes across various industries, such as:

  • Technology
  • Finance
  • Healthcare
  • Manufacturing
  • Insurance
  • Education
  • Telecommunications
  • Professional services

Is Revenue Grid Right For You?

Recognized as a leading platform in sales automation, Revenue Grid empowers businesses to improve their sales strategy and decision-making, ultimately driving better revenue outcomes and higher team performance. It is scalable and secure, and GDPR-compliant.

Still not sure if Revenue Grid is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make the best decision.

Revenue Grid Features

Revenue Grid seamlessly integrates with CRMs and email platforms, enabling automatic synchronization of communication and data. This ensures that sales teams work with accurate, up-to-date information, reducing manual entry and boosting productivity by keeping all data in one place.

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Users can monitor deals in real-time, spotting potential risks and opportunities. This clear view of the sales pipeline helps managers and reps make informed decisions, prioritize tasks, and improve forecasting accuracy for better overall performance.

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The software offers sales coaching tools that provide data-driven insights and feedback to help sales reps improve their skills. By highlighting areas for improvement and offering actionable recommendations, it allows teams consistently refine their approach and boost their closing rates.

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Deal guidance in Revenue Grid delivers AI-driven insights and recommendations to help sales reps navigate deals more effectively. It identifies key actions to take, helping teams stay on track and push deals forward with greater confidence and efficiency.

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This feature logs all sales activities and interactions without manual input. It ensures complete, accurate records of customer communication, enabling teams to focus more on selling while continuously updating their CRM for better analysis and reporting.

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Pros and Cons of Revenue Grid

Pros

  • Offers useful AI-powered tools
  • Has a mobile app
  • Improves sales teams' productivity and efficiency
  • Streamlines automated workflows
  • Constant technical support is available

Cons

  • Requires some initial training
  • There can be occasional synching delays with some CRMs, according to software users
  • Customization options could be more flexible

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Frequently Asked Questions

Yes, Revenue Grid offers an API.