Description
Revenue Grid for Salesforce and Gmail is a Chrome extension designed to bring the power of Salesforce and Chatter directly into your mailbox, transforming your CRM from a passive data repository into an active sales tool. It aims to improve sales performance by shifting the CRM into "do mode" through its Revenue Intelligence features.
Revenue Intelligence encompasses several key capabilities. Activity Capture automatically logs all sales and communication data from Gmail into Salesforce, ensuring CRM data remains complete and up-to-date. This automation allows for the auto-creation of Salesforce objects without leaving the inbox, saving significant time and boosting team efficiency. The Email Sidebar provides seamless access to all Salesforce data within Gmail. For every email or lead, users receive real-time insights from Salesforce records and can view or edit details without switching applications. This sidebar is customizable, allowing users to select which objects and fields to display.
Pipeline Management offers complete visibility into sales pipelines, enabling real-time tracking of deal progress, identification of stalled or at-risk deals, and immediate alerts on changes to deal sizes, close dates, or scores. Relationship Intelligence helps map connections between parties involved in a deal, identifying influencers, decision-makers, and potential blockers to optimize communication strategies. Revenue Signals deliver actionable notifications about the sales process, acting as the driving force behind guided selling. These AI-driven insights and alerts eliminate guesswork and provide controllability over the pipeline, suggesting the next best action at any stage.
Automated Sales Sequences assist sales reps in following established processes and executing tasks more effectively. By providing insights into sequence performance and what works best with prospects, sales teams can build stronger relationships and generate more revenue. Revenue Grid promises significant ROI, including a 35% increase in closed-won ratio, a 40% increase in sales velocity, and a 47% improvement in forecast reliability. The implementation is described as plug-and-play, enterprise-ready, risk-free, and low-cost, with absolute security measures including ISO 27001 certification, SOC 2, and GDPR compliance.
The tool offers a 14-day free trial, after which a purchase is required. It integrates with Gmail and Salesforce to auto-capture 100% of sales data, including emails, contacts, attachments, calendar events, and tasks, making them accessible via the Email Sidebar. Pipeline inspection provides visibility into the revenue cycle, helping to identify at-risk deals and determine next steps. Relationship Intelligence maps connections between deal participants to pinpoint key decision-makers. Revenue Signals offer AI-based recommendations for the next best steps on specific deals, while Sales Sequences enable efficient, personalized engagement with prospects through multichannel automation and AI insights for scaling success.
Revenue Grid for Salesforce's Core Features
Automated sales and communication data capture from Gmail to Salesforce
Email Sidebar for real-time Salesforce data access within Gmail
Customizable Email Sidebar to display specific Salesforce objects and fields
Real-time pipeline visibility and deal risk assessment
Relationship mapping to identify key stakeholders in deals
AI-driven Revenue Signals for actionable sales process insights
Automated Sales Sequences for prospect engagement
Performance reporting for sales sequences
Integration with Salesforce and Gmail
Free 14-day trial available
ISO 27001, SOC 2, and GDPR compliant security
How to use Revenue Grid for Salesforce?
Install Extension: Add Revenue Grid for Salesforce and Gmail from the Chrome Web Store.
Connect Accounts: Link your Salesforce and Gmail accounts to the extension.
Configure Sidebar: Customize the Email Sidebar to display preferred Salesforce objects and fields.
Utilize Activity Capture: Allow automatic capture of sales and communication data from your inbox.
Monitor Pipeline: Use the pipeline inspection feature for real-time deal visibility.
Leverage Revenue Signals: Act on AI-driven insights and notifications for guided selling.
Implement Sales Sequences: Build and deploy automated multichannel sequences for prospect engagement.
Analyze Performance: Review reporting on sequence performance and overall sales metrics.
Revenue Grid for Salesforce's Use Cases
- Sales Data Automation
- Inbox CRM Access
- Pipeline Management
- Guided Selling
- Relationship Intelligence
- Sales Sequence Automation
- Forecast Accuracy
