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Demo Product RG Capture Activity CaptureAutomatically capture sales data, activities, and leads to Salesforce Inbox SidebarAccess, edit, and manage Salesforce data directly from your email inbox Salesforce And Email IntegrationConnect and integrate your email and Salesforce smoothly Calendar SyncAutomatically log meetings and sync calendars IntegrationsIntegrate your favorite tools SchedulingSchedule online meetings from your email and avoid double bookings RG Inspect Sales ForecastingBase your sales forecasts on the real odds of deals closing. True PipelineKnow exactly which deals are progressing, which are stalling, and how to redirect efforts to maximize revenue. Team AnalyticsGet a bird’s eye view of all your reps’ activities. RG Engage Sales SequencesOur multichannel automated Sales Sequences deliver a personal touch that makes prospect engagement more efficient. Intel AssistanceEmpower sales teams with up-to-date external intelligence to make proactive decisions and seize every opportunity. Deal GuidanceGet intelligence on risks, weak spots, and openings for every deal Meetings AssistanceStreamline meeting prep, capture outcomes, and share reports to keep sales moving and leadership aligned. Spacer RG Direct MentorBetter decision making for better win rates and shorter sales cycles—right in your CRM. Start Working Smarter Pricing Pricing Margin Activity Capture 360 Knowledge Capture Revenue Grid Ultimate Platform Platform Revenue Grid vs. CompetitorsDiscover why Revenue Grid trumps other competitors in the RO&I market Latest Platform ReleaseFind out about the latest features added to Revenue Grid SecuritySee the measures we take to ensure the security and privacy of your information Community LicensesIntegrate your Salesforce Partner Community with Outlook or Gmail Revenue Grid for EnterpriseDiscover why we say “Enterprise is in our DNA” Salesforce for Outlook retirementTransition seamlessly from Salesforce for Outlook to Revenue Grid IntegrationsIntegrate your favorite sales tools with Revenue Grid Customers Customers RecruitmentHow one recruiter stood out from the competition with unique messaging Emerald ScientificAn equipment distributor improved pipeline efficiencies and visibility to drive growth Rand SimulationA leading simulation solutions and services provider improved lead generation 25% VapothermHow a medical device manufacturer saved 761 working days in one year SlalomThe sales team rebuilt its sales model and grew its business Morgan and MorganA law firm increased its caseload load by 15-20% while optimizing CRM usage and adoption. InsuranceHow full-service insurance brokerage firm expanded its business CAPISHow capital market company overcomes data inaccuracy and improve visibility CustomertimesHow a global consulting firm improved pipeline visibility Commercial BankHow one multi-billion dollar commercial bank enhanced customer relationships SPT LabtechHow SPT Labtech Enhanced Visibility, Tracking, and Dale CarnegieHow Dale Carnegie Boosted Follow-Through FoxitHow Foxit Achieved Complete Salesforce Visibility and Resources Resources WebinarsWatch webinars with industry analysts and thought-leaders Revenue Grid AcademySee Revenue Grid in action, take quizzes, and earn badges per module BlogRead short articles about sales including industry insights and helpful how-tos White papersStay informed with authoritative white papers on sales technology and techniques Knowledge Base CRM IntegrationGet up and running fast with quick-start guides and instructions CRM Integration (Knowledge Base) DocumentationSet up and customize your Revenue Grid experience with in-depth guides Help CenterFind answers and advice on any product-related issue or question Company Company NewsroomStay up to date with the latest happenings at Revenue Grid About UsLearn our story, from the first idea to latest developments and plans for the future CareersCheck out open positions and apply to join the Revenue Grid team Become a PartnerEarn commissions as a reseller or bring the power of Revenue Grid to your brand Contact UsView our office locations and contact information Funding RaisedRevenue Grid raises $20 million to transform Revenue Operations Privacy and Security We ensure your information security through continuous reviews, certified data centers, and compliance with global privacy regulations. Trust Center We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. We secure the data you provide in a controlled, secure environment, protected from unauthorized access, use or disclosure. All data is protected using appropriate physical, technical and organizational measures. The security and data privacy documents as well as other information about the security and data protection measures implemented by Revenue Grid are available at the Revenue Grid Trust Center. Privacy Legal compliance Revenue Grid implements the required measures to comply with the applicable data protection laws and regulations (EU/UK GDPR, CCPA/CPRA, PIPEDA, FADP) to ensure the most effective protection of personally identifiable information. Privacy by design and by default Revenue Grid maintains a framework emphasizing integrating privacy measures into systems from their inception and ensuring that privacy features are the default settings, promoting proactive and user-centric data protection. Privacy protection and security Revenue Grid ensures the security of our customers’ data through a strong, thorough, and transparent privacy and security initiative. Your data is safeguarded at all times with robust security measures, regularly validated through internal checks and external audits. We are ISO 27701 certified to ensure the highest level of privacy protection. Transparency We are committed to transparency in handling personally identifiable information. We believe in empowering individuals by providing precise and accessible information about how their data is collected, processed, and utilized. More details are in our Privacy Policy. Sectoral regulations Revenue Grid ensures compliance with the sectorial regulations (e.g. HIPAA) and continues enhancing the security measures to protect the data in all spheres of business. Secured data transfer Revenue Grid provides the highest level of security of the data transfer by using the robust data transfer mechanisms. We are EU-US Data Privacy Framework certified to ensure that the transfer to the USA is secured. GDPR Revenue Grid complies with the General Data Protection Regulation requirements. You can find our GDPR Statement at the following link: https://revenuegrid.com/gdpr-compliance-assurance Revenue Grid has a representative in the EU whose contact details are available here. Security ISO 27001 (Security) and ISO 27701 (Privacy) We undergo an annual independent audit to certify Revenue Grid with ISO 27001 (Security) and ISO 27701 (Privacy). SSO We support any Single Sign-On that our customer uses for Salesforce, Microsoft Office 365 and Google accounts access to minimize risks of password cracking. SOC2 (Type 2) We have undergone a SOC 2 Type 2 audit. The report itself and a signed Bridge Letter are available at our Trust Center. CSA STAR Level 1 Cloud security controls compliance self-assessment. HIPAA The Health Insurance Portability and Accountability Act (HIPAA) in the United States is designed to protect the privacy and security of individuals’ health information. Revenue Grid undergoes an annual external audit for HIPAA compliance. OAuth 2.0 We support OAUTH 2.0 flow for user authorization to Salesforce, Microsoft Office 365 and Google accounts, and do not store user credentials. External Penetration testing Reputable external entity performs penetration testing on an annual basis. Access Control Revenue Grid’s design, implementation and maintenance processes are tailored to guarantee customer data security and privacy. Tenant Isolation Revenue Grid service can be deployed in multi-tenant mode where customer configuration and data is logically separated on application and database level. Also, it can be deployed in private tenant configuration where customer data is physically separate from any other data. Uptime and availability Revenue Grid offers 24/7 priority support and a 99% uptime commitment to Enterprise customers. CASA CASA (Cloud Application Security Assessment) is based on the industry-recognized Open Web Application Security Project (OWASP) Application Security Verification Standard (ASVS). We have successfully completed CASA, validating Revenue Grid for Salesforce and Gmail has satisfied CASA application security requirements. PCI DSS Revenue Grid does not process cardholder data. Thus, we complete regular Self-Assessment Questionnaires A (card-not-present merchants) as a declaration of the results of the Revenue Grid self-assessment with the Payment Card Industry Data Security Standard Requirements and Security Assessment Procedure (PCI DSS). Revenue Grid Security rating BitSight Security Score Card UpGuard Dedicated to Security Our security team is constantly working on improving the security and privacy of your information. If you have any questions about the way your information is protected or about any other security matter, please get in touch with us via [email protected]. Nothing clarifies things better than a live talk Get in touch Secret Link close More results... expand_less Secret Link