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Revenue Grid (RG) is a premium web-based guided selling platform. It’s Salesforce integration suite that includes efficient and immediate sales playbook automation for highly effective enterprise sales:

  1. Strengthening sales forecast
  2. Improving efficiency of carrying out routine Sales tasks
  3. Running sophisticated Email, SMS or Phone call type of nurturing/drip campaigns
  4. Supervising colleagues for better sales team coaching techniques

For technical support, please contact Revenue Grid support team.

Knowledge Base navigation

The Revenue Grid knowledge base is organized into four main sections, each aligned with a corresponding product offered:

  • Email Sidebar & Sync

    Covers the Revenue Grid Email Sidebar and the Revenue Grid Sync Engine, both components of the Activity Capture 360 solution. Includes user and admin settings, sync configuration, usage scenarios, and fine-tuning options.

  • Sequences

    Focuses on Revenue Grid Sequences, the communication automation feature in the Engagement package. This section includes how to manage sequences and prospects, monitor team performance, and configure user and admin settings.

  • Revenue Intelligence

    Covers the Intelligence package, which includes Revenue Grid’s forecasting tools, sales intelligence features, and Revenue Signals. Topics include managing forecasts, configuring and interpreting signals, and generating reports for users and admins.

  • Salesforce Scheduler Adapter

    Covers the Salesforce Scheduler Adapter, which integrates Salesforce Scheduler with Outlook, Gmail, and iCloud calendars. Learn how to connect calendars, manage availability, and simplify scheduling workflows.

Each part has its own navigation, structure, release notes, frequently asked questions, etc.

The Knowledge Base also contains some general sections:

  • About

    Contains information on supported Salesforce editions, overcoming firewall issues, granting Revenue Grid login access for troubleshooting purposes.

  • Release notes

    Summarizes all product release notes. If you need to review the release notes for one product, you can find them in the KB’s part dedicated to the product.

  • Contact us

    Contains a list of means for contacting our Sales and Support teams.

Who benefits from using Revenue Grid

  • Managerial level employees who require automatically collected reports and analytics on the outcomes of the sales operation carried out by their teams
  • Sales representatives who generate leads, meet sales goals, use automated mass outreach as a leads nurturing and sales channel
  • Marketing specialists who send out personalized ads, offers, or periodic digests to specific target groups by email
  • Post-sales customer communication and support specialists sending out product/service updates, surveys, etc
  • Marketing and other researchers who spread branched step-by-step surveys and collect structured feedback for analysis

Revenue Grid system requirements

Revenue Grid is a cross-platform solution: the users can run it opened in a web browser on stationary devices and tablets.

The essential requirements are:

  • Internet connection
  • Microsoft Exchange/Microsoft 365/Gmail email account
  • Salesforce account

Revenue Grid works with an existing Microsoft Exchange/Microsoft 365/Gmail mail accounts and a Salesforce account; one email account is connected with only one Salesforce account and vice versa. However, the platform ensures seamless collaboration among multiple Revenue Grid users within one Salesforce org.

The platform requires no installation on your device: all required Revenue Grid setup actions are performed via supported web browser.

The product is guaranteed to run smoothly in the latest versions of:

  • Google Chrome (on Windows, Linux, Mac, iPad, Android tablets)
  • Microsoft Edge
  • Mozilla Firefox

Compatibility with other browsers requires specific checking.

Revenue Grid basic requirement for a web browser is support of certain web UI controls, which most modern-day browsers include.

Mailbox requirements

Revenue Grid can work with inboxes and sub-folders of mailboxes on the following servers:

  • Microsoft Exchange
  • Microsoft 365 (with Exchange online)
  • Gmail

Compatible Microsoft Exchange versions: 2016, 2019.