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What’s new!

The most important product updates, new features, monthly.

3 min read - updated few hours ago


Nov 2022

Deal Guidance

Customize your sales forecast with the new columns in Forecast Table

We have added more forecast values you can track to ensure even more accurate forecasting and changes monitoring.

Managers can conveniently select the columns they would like to see in Forecast Table.

Learn more about the Forecast Table report.


Visualize your sales process with a new Forecast Chart report

You can monitor how your total pipeline is growing into Commit, Best Case, Won with our new Forecast Chart report. It visualizes how your numbers change over the quarter and compare the changes with the initial forecast.

Learn more about Forecast Chart.


Team Coaching

Filter users by Role Hierarchy

You can now filter the users by specifying their roles in your organization. By selecting the role, you will see the user in the selected role and all subordinate users who report to this person.

This filter is based on your organization’s Role Hierarchy in Salesforce.

Learn more about using Sequences Team report.


Automated Sequences

Improved the usability of the shared sequences

We have improved the mechanism of working with shared sequences by adding the possibility to send the shared sequence’s emails on behalf of another user to any recipient added to the shared sequence

Previously, other RG users in the company could only see (read-only) a shared sequence that didn’t belong to them and couldn’t add/remove recipients to such a shared sequence.

A prerequisite for using this feature is delegation configuration in Revenue Grid.

Learn more about shared sequences.


Select as many recipients on the Recipients tab as you need

Previously, users could select only up to 100 recipients on the Recipients tab at once.

Now, users can select the unlimited number of prospects on the Recipients tab in the sequence’s detailed info.

Learn more about the Recipients tab.




Email Sidebar

Handle sync issues in the new RG Admin panel interface

Improved the handling of sync issues by adding this feature in the new Revenue Grid Admin panel interface. Now, the admins can address any user-specific sync issues in Settings > Administration > Users > Select a user > Sync issues.



Synchronize any folder from your mailbox

We implemented the synchronization of the mailbox Archive folder to Salesforce. Big enterprise customers can request the synchronization of the emails from custom mailbox folders by submitting a corresponding request to the RG Support team.



Admin panel improvement: more convenient filtering of sync issues

Ensured that admins can reset the specific settings within a tenant or organization, reapply them globally for all users, and allow users to modify the settings that were applied globally from the Administration panel in Revenue Grid.



For Email Sidebar updates released in November, refer to this article.


Oct 2022

Signals

Reminder Signal will be auto-dismissed when you get a reply to the tracked email.





Deal Guidance

Monitor your customized sales statistics with our brand-new Forecast Table. Click on any number to see the details.









Conveniently track the sum changes on the Pipeline Evolution tab.









Team Coaching

Sort by descending or ascending numbers in the Sequence report’s columns.







Click on a number in the Sequence report to see the detailed list of prospects.







Automated Sequences


Improved the Daily Sequence digest: added more detailed overview of your Sequences’ statistics.








Redesigned Platform Settings section: now all sequences-related admin settings are under one subtab.














Email Sidebar

New Sync Settings page

Finished updating the interface of the Sync Settings page to ensure even better usability and convenience.

For now, the updated Sync Settings page is accessible only from the Revenue Grip web platform. Please, note that the updated Sync Settings page is not yet available to the Add-In-only users. Learn more….





Select the date and time for your reminders

Now, you can select not only the date when you would like to get a stale thread reminder but also the preferred time for it to pop up.













For Email Sidebar updates released in October, refer to this article.


Sep 2022

Signals

Filter Signals feed to focus on Signals with a specific due date.









Open relevant Signal in Revenue Grid by clicking the link in the notification in MS Teams Signal.





Deal Guidance

Forecast your personal sales performance more accurately by submitting your adjusted Best Case and Commit.









Conveniently change the Opportunity’s forecast category right on the Opportunities tab.






Click on the call icon to see all Opportunity-related calls and their details on the Opportunities tab.







Track how your total pipeline changed during the last 1 day with the new filtering option on the Pipeline Evolution tab in Reports.








Filter the Opportunities by their age.








Monitor your average sales numbers on the Opportunities tab.








Team Coaching

A new Sequences report: see your Team’s performance based on the statistics by unique prospects’ activity.







Automated Sequences


Change the default company-wide Primary and Secondary signatures, Unsubscribe text, and BookMe text.









Narrow down your search with more detailed Engagement level filtering on the Recipients tab.









Email Sidebar

• Another Email Sidebar UI improvement: changed the location of the "Add file" button to ensure that it's noticeable and easy to find.






• Add-In UX improvement: added the possibility for users to submit feedback or issue via the Sidebar. The option "Give Feedback" was added to the Add-In menu.








For Email Sidebar updates released in September, refer to this article.


Aug 2022

Signals

Quickly add a note/reminder type of To-do per deal. It will appear in the Signals feed.





Filter Signals feed to focus on Note, Coaching or other types of Signals.





Actionable Signals: Create a Follow-up type of a signal and Send email right from the Action Center.





New Coaching type of a Signal to help your team to close more deals.





Create a Signal in the Sequence's related to-do's.





Deal Guidance

Mark opportunities you are focusing on in the current period for better focus reporting.





Refer to AI score of a deal for better estimates. Higher score, more chances you'll win a deal.





Dig into your Pipeline figures as long as 4 FQ back to compare results with the current period.








Update opportunity description in the "What's next" field.







Automated Sequences

A/B testing: equal distribution of recipients per each version of a step.






Email of a prospect's owner is an additional merge field for more convenient personalisation of your email type of steps






Templates save efforts when building a sequence. Usage tab shows what sequences has used the template.






Transfer recipients that are on a Call type of items in the To-do list to any of upcoming steps of the sequence, bypassing unnecessary steps.








Email Sidebar

For Email Sidebar updates released in August, refer to this article.


Jul 2022

Signals

Signals get grouped by categories for easier navigation, and able to initiate a Salesforce Flow.






Deal Guidance

Account related Signals appear on the Accounts tab.







Pipeline Evolution report updated: Now not only Forecast categories get tracked, but also Deal Stages get into account.







Automated Sequences

Set up sequences related settings in one place.






Company wide Signatures and Unsubscribe texts have moved to a singe Merge Fields settings for convenience.








Multi-owner Sequences. Now every single step of a sequence can be sent out from a different email.





Ability to view recipients per Stat category. Once click, and you'll see the exact recipients who replied or fell into other category.





Email Sidebar

The interface of the Sync settings tab has been updated and moved to new interface.




The interface of the Sync issues tab has been updated and moved to new interface.




Create new Signals right from the Email Sidebar.





Also Synchronization became smarter by being able to recognize inbound email from outbound. Improved the mass synchronization processes and troubleshooting by adding a feature to see a timestamp of the most recent synchronization of a user. For all these and more Email Sidebar updates, refer to this article.


Jun 2022

Signals

New signal for Account Executives:
Get notified when Next Step is not being changed for a week
.






Deal Guidance

New interactive report: Pipeline Evolution.






Activity Trend chart update:
Attachments sub-tab has been replaced.








Filter Pipeline by Close and Create dates.







Automated Sequences

Updated pop-up with reporting on how many prospects have been imported to Revenue Grid.






Now you will have Sequence owner name listed in the downloaded CSV file of Sequences Statistics file.








Prevent automated nurturing with all prospects from the same company, when at least one recipient replied.








Email Sidebar

• Now you can use Salesforce Lightning templates and manage Revenue Grid Signals via the Sidebar.

• Implemented “SQL Server Always Encrypted” for both Add-In and Sync data transfers to encrypt secrets with a key possessed by the customer.

• Improved Sync issues troubleshooting on the Admin panel.

• Implemened ability to filter what to synchronize based on date.

much much more. Read here.




May 2022

Signals

New signal: Follow-up reminder after Salesforce event.
New signal: Alert to no activity after updating information on the record.



Deal Guidance

Period filter update to focus on the hot deals.










Automated Sequences

Optimize your engagement by A/B testing your emails. Create up to 3 versions of each step of a sequence.








Leave notes on a sequence. Use the notepad to pass to colleagues recommendations regarding the sequence.








Update the context of items in the Action Center, though process/handle them later.








Dial-in pad for calls from the Action Center. Even if the phone number value is blank for a prospect in CRM, you can dial it in and make the call.








Booked meeting with a prospect automatically pauses sequences the prospect is enrolled into.


Email Sidebar

• We improved Search through the records, support for Gmail box aliases, and much much more. Read here.



Other:

• Manually added Signal with a negative sentiment to an opportunity affects the health score -16 points, instead of previously -3.





• New users don't have to connect email to be able to start using Revenue Grid, Salesforce credentials are enough.




Apr 2022

Signals

New signal: Weekly summary of closed deals and forecast.

Deal Guidance

Extended tool-set to focus on important the deals and accounts.
• Personalize Opportunities and Accounts views fields available in your CRM.

Automated Sequences

User direction keys on a computer keyboard to navigate throughout items in the action center.
• Focus on recipients that replied to any of outreaches of the sequence.
• Control whether you want to receive Sequences digest daily.
• More detailed stat overview of the sequence.

Email Sidebar

• Changes in Google resources access permissions system.
• Performance upgrade due to automatic clean up of engagement tracking logs after a certain period.
• Redesign of the Synchronization control buttons.
• Book me improvement: Tentative slots may be considered as Free instead of Occupied.
• Changes in your Customization settings get applied seamlessly. No Add-In restart is required anymore.
Read more about these, and other Sidebar improvements.


Mar 2022

Signals

Mute certain types of Signals, that you don't need.

Deal Guidance

Focus on deals that matter, via the upgraded Period filter.

Team Coaching

Export team performance.

Automated Sequences

Conveniently pass on unnecessary Sequence-related items with new Skip all mass action.
Download performance stat of all your sequences for further analysis.
Sending email failure-control has been extended.
Now you can select what columns you want to appear on the Sequences tab.


Feb 2022

Signals

• The Signal that prompts topics to pitch during an upcoming customer meeting has been improved with details and insights.
• Save time by marking all Signals in your Action Center as read.
• Improved experience of working with Signals from the Email Sidebar.

Automated Sequences

Handle Sequence related items in bulk.
• Introduced a special endorsed tag for superior sequences.
• Import recipients straight from Salesforce campaigns.
Daily digest sent via email for you to monitor progress your Sequences are making and what to focus on.
• New actions to perform on template emails.
Extended statistics of template emails performance.

Email Sidebar

• Re-imagined Sidebar customization page, now on the main Revenue Grid Settings page.
Connect or update your email and CRM credentials to Revenue Grid through the resigned main Revenue Grid Settings page.
• Now your are able to start using Revenue Grid with Salesforce credentials only, or with mailbox credentials only. Though for the full experience it's recommended to connect both.
Read more about these, and other Sidebar improvements.


Jan 2022

Deal Guidance

Improved focus on the actionable items that require your attention now.

Signals

New Signal reminding important topics to discuss during the upcoming sales meeting.

Automated Sequences

• Keep your favorite Templates close for quick access.
• Identify how many recipients are being currently reached out by each Sequences.
• Enhanced analytics for historical engagement per Sequence step per profile.
• Import recipients from any type of Salesforce report that has Contact ID or Lead ID.
• Outreach to Leads/Contacts will continue uninterrupted, even when their owner is deactivated in Salesforce.
• Lead/Contacts owner can remove own leads from a delegated Sequence.
• Full stop a sequence for a selected prospect.


Dec 2021

Deal Guidance

People chart reflects amount of communication occurred, contact roles and supplementary data found via Bing.
• Uplifted Signals area in the extended view of your Pipeline.
Activity Trends chart enables you to focus on important records quickly.
• Learn capabilities of Revenue Grid with contextual walk-through guides and Revenue Grid Academy.

Automated Sequences

• Sequences can send emails not only from your default email.
• Pick different phone numbers for sending SMSs for different sequences.
• Admins can edit users Primary signatures, and disallow users from editing their signatures.
• Impersonation is available for our Exchange Web Services (EWS) customers.

Email Sidebar

• In Book Me and Time Slots dialogs, the MS Teams item for Teams meeting room links auto-generation is now readily available, at the top of the Location pick-list.
• Re-implemented the image previewing feature in attachments handling dialog.
• Implemented support for more phone number formats in the Sidebar, ensuring that formats with less than 12 digits also get processed correctly.
• Implemented a setting that allows disabling meeting notes and invitee’s phone number conveying to an Event created with Book Me or Time Slots.
Read more about these, and other Sidebar improvements.


Nov 2021

Deal Guidance

• Unified interface to drive sales through the roof in the unique Action Center. Learn more.
• Slick relationship intelligence chart became even slicker. Read more.

Signals

• New Signal for managers to track follow-ups to meetings with important deals sent by Account Execs. Read more.

Automated Sequences

• Export a list of recipients into a CSV file. Read more.
• Quicker access to actions to execute on a single prospect. Read more.
• Smart hint for you to call prospects during working hours. Read more.
• Make your Sequence to trigger a custom Signal when a prospect reaches a certain step. Read more.

Email Sidebar

• Several very important improvements of the Book Me link generating dialog flow.
• Localization for our beloved Italian, Korean, Portuguese, Chinese (traditional), and Czech speaking users.
• Data parsing performance boost, mega boost.
Read more about these, and other Sidebar improvements.


Oct 2021

Signals

• Signal with details of the upcoming Demo calls to polish the pitch. Read more.
• Signal that shows who of BDR team members have the most number of unprocessed items in the Action Center. Read more.
• Daily digest - number of leads and contacts added to sequences per Team member. Read more.

Deal Guidance

• Enable new feature to log all MS Teams calls with clients to Salesforce automatically. They will be parsed and digested by Revenue Grid Signals, and notify you of important areas of conversations. Learn more.
• Smart Search to navigate through the pipeline. Read more.
• Enhanced focus on Engagement that matters. Read more.

Salesforce interface upgrade

• Quick access to leads or contacts communication log via new widget. Read more.
• Delegate sending emails from Salesforce interface. Read more.
• Dial out right from Salesforce interface. Read more.

Automated Sequences

• Unlock average stat per group of sequences. Read more.
• Instant re-import of leads and contacts. Read more.
• Seamless flow of prospects from Salesforce to the sequences through automatically created contact or lead views in Salesforce. Read more.
• Import Eloqua or any external opt-out data. Read more.
• Enhanced interface to manage Private vs Shared sequences for better focus. Read more.
• Salesforce reports on Meetings and Pipeline generated per Sequence. Read more.

CRM&Email Integration

• Based on several requests, we increased the expiration date for generated Time Slots links from 14 days to 60 days after generation date, for all users.
• Fixed a localization issue, where translations were not applied for some card headers in RG Sidebar.
• Ensured that Sync engine no longer stops on attempting to process 20000 new Contacts within Sync scope.
• More about recent Sidebar upgrades here.


Sep 2021

Revenue Signals

• New signal to remind you about an upcoming renewal deal. Read more.
• New signal to alert you to no detected communication with an opportunity for certain days. Read more.
• Enhanced focused on own signals for managerial level users. Read more.

Team Coaching

• Make up a list of team members to receive signals related to their activity. Read more.
• Direct and advise an Account Exec with manually added signals. Read more.

Automated Sequences

• Easier signature management. Read more.
• Own domain emails won't get onto your way. Read more.
• Scheduled meeting through BookMe link sent by a sequence is recorded in Salesforce as task. Read more.
• Control if your org can upload prospects from CSV. Read more.
• Tag groups of prospect for easier lead management. Read more.
• New Sample sequences. Read more.
• Create a custom BookMe link. Read more.


Aug 2021

Revenue Signals

• Increase rate of solved Signals by assigning signals to multiple assignees. Read more.
• Have "the Next Step" filled and ready at all times with a new Signal alerting to empty values. Read more.

Deal Guidance

• Selective confidentiality of email content. Read more.
• Guide a Sales rep with a Signal by adding it to an opportunity or to an account. Read more.
• Focus on opportunities and accounts: of a certain type or of a list view via the advanced filters. Read more.
• Distinguish an opportunity owners effort. Read more.

Automated Sequences

• Permissions to private vs shared sequences/prospects has been updated. Read more. • It's easier to share the Book me link type of a merge field. Read more.
• Limit number of manual Steps a Sales rep may execute per day. Read more.
• Grant admin rights to a user. Read more.


Jul 2021

Revenue Signals

• Updated interface of the Signals tab on web and mobile. Read more.
• Find all Signals of a single Sales Rep on the added tab. Read more.
• A new Signal which alerts to a lead that has been qualified, but hasn't been converted to an opportunity. Read more.
• A new Signal which alerts to an opportunity that has been on a given stage for a certain period of time without a single follow-up activity/task. Read more.
• A new Signal which alerts to an opportunity that has had Close date changed few times without even contacting the client. Read more.

Team Coaching

• More intuitive approach to review a Sales rep performance for a specific period of time. Read more.

Deal Guidance

• Sort pipeline by engagement stat in particular order: by number of meetings, inbound emails, and then by outbound emails. Read more.
• Advanced Pipeline filtering capabilities. Read more.

Automated Sequences

• Add recipients from Salesforce reports. Read more.
• Personalize the next scheduled step for a specific recipient. Read more.
• Easy filter to a type of event on the individual prospects History Feed. Read more.
• A new awesome merge field, which extra personalizes your outreach. Read more.


Jun 2021

Revenue Signals

• Signal which reveals the most engaging Sequences, sorted by: Click, Success, and Reply rates.

Deal Guidance

• Filter opportunities or accounts by those which haven't had an in/outbound email, nor a meeting for the recent period. Read more.
People chart became more compact.
Last touch items now show their age and a special indicator when the last touch happened more than 2 weeks ago to grasp your attention. Read more.
• Easy search for a specific stage name when changing Opportunity stage. Read more.

Automated Sequences

• Identify how engaging your templates are by Click, Success, and Reply rates. Read more.
• Sort templates by Click, Success, and Reply rates to identify the most successful ones. Read more.
• Identify the most engaging sequences by Click, Success, and Reply rates. Read more.
• Simplified access rights to Templates and Sequences are down to Private or Shared.
• Admins can't delegate their workload to colleagues. Read more.
• Now you can perform calls via integration with Twilio. Read more.
• Execute the scheduled step for selected recipients right away, don't wait for the scheduled date and time. Read more.
• Filter the Action Center only to past and due items. Read more.
• Find our if a prospect opened your email or clicked a link in the activity event feed. Read more.


May 2021

Revenue Signals

• Top engaged leads signal, daily. It collects 20 of the most engaged leads across all your Sequences.
• New signal with details of all meetings for the current, previous, and upcoming 3 days.
• See what signals are deployed company-wide in Settings and for admins, control which ones to run or to turn off. Read more.
• Create a new signal right from the Opportunity tab in the extended view mode. Read more.
• Once a signal is not valid anymore, mark it as resolved right away. Read more.

Deal Guidance

• Find more details and insights regarding the next step in the What's next column. Read more.
• More details about the Close date are placed on the tooltip. Read more.
• The forecast hover-on tooltip appears only when forecast categories are found in Salesforce. Read more

Automated Sequences

• New SFDC reports (become available once the engagement managed package installed) to track prospects engagement within Sequences. Read more.
• Salesforce campaigns are enriched with custom attributes that get populated with data pulled from Revenue Grid, when a campaign is linked to a sequence.
• Now outreaches sent by a sequence from a user's email can be placed into the user's custom sub-folder of email client, instead of into the default Sent folder.
• Find the most engaged prospects within a sequence via the sortable Opens and Clicks column on the Recipients tab. Read more.
• Shape a step to be sent as an instant follow-up to a previous outreach within a sequence by setting Schedule idle to 0s. Read more.
• Pull Revenue Grid templates right into your email client via the Email Sidebar's Smart Action - RG Templates. Read more.
• Identify which templates have been the most engaging across all sequences company-wide. Read more.


Apr 2021

Automated Sequences

• Move multiple prospects from their current sequences to a new sequence via Mass actions.
• There are no more new Notifications in the Action Center related to finished sequences.
• New controls related to communication between Revenue Grid and Salesforce have been added to the Settings tab.
• The Action Center has been face-lifted.
• Spot the most engaging content on the Sequences tab via the sortable Success and Reply rates columns.
• A prospect in Unresponsive, Success, Bounced, or Failure personal statuses can be put back to other statuses to continue the engagement.

Deal Guidance

• Learn how many times a Close date has been push out in the Close date column on the Opportunities tab.
• Now the sentiment indicators, on the Opportunities and the Accounts tabs, appear only for inbound email type of a Last touch, and don't appear at all if it indicates as a neutral email.
• Currencies across Revenue Grid get inherited from Salesforce.
• Full name of managers' appears next to their position when filtering by Roles hierarchy on the Team, the Accounts, and the Opportunities tabs.
• Total average number of activities per each type now appears on the top of the Team tab.
Employee page has been restructured.
• Salesforce call type of task has been added to statistics throughout the interface on the Opportunities and Accounts tabs, as well as on the Employees page.


Mar 2021

Automated Sequences

• Set Primary signature company wide. Read more.
• Admins can set up delegates for Revenue Grid users. Read more.
• Admin level users can pause/activate any sequences.

Revenue Signals

• Create a signal for an opportunity: Specify what needs to be done to handle it, optionally assign it to a colleague and set the signal score. Read more.

Deal Guidance

• Filtering improvement: see how many opportunities/accounts match the category before filtering. Read more.
• Forecast categories have been upgraded with a special tooltip, the opportunity's status details. It does spotting opportunities at risk per forecast category even easier. Read more.
• Another contact card design update on the People chart. Read more.


Feb 2021

Automated Sequences

• Ability to make a phone call to a prospect. An integration with Twilio has been expanded, and now you can perform Call type of a step right from the Action Center. Read more.
• Adding tags to your sequences for easier navigation through sequences. Read more.
• The quickest way to add a single prospect to Revenue Grid. Detour from adding from Salesforce or a CSV file. Read more.
• The easiest way to pull prospects from a Salesforce report into a Sequence. Read more.
• Once a template gets updated, all steps of Sequences which had been built based on the template start using the most recently updated version of the template. Including those emails which are waiting for a review in the Action Center. Read more. • Edit subjects of emails when replying to prospects from the Action Center. Read more.
• Restart outreaches, with newly added steps, to those prospects who had been Unresponsive before. Read more.
• Change default font of text editors. Read more.


Deal Guidance

• Sentiment analysis. Track sentiments of communication within a deal via special icons, varying from very negative to very negative). You'll know when communication goes up and down and won't lose a momentum to react.
• People who appear on the "Relationship Intelligence" diagrams, on the opportunities and accounts pages, have got an indicator of whether the person is stored in Salesforce as a lead , or as a contact . In cases when the a person has not been saved in SFDC yet, the icon will not show up.
• New category, called "Outbound emails (auto)", has been added to several charts indicating number of emails sent out by automated sequences.

Team Coaching

• Salesforce roles hierarchy support. Now the "Team activity" chart of the Teams page can be filtered down to activities of those who report to the role selected in the "Role hierarchy" drop-down.

Revenue Signals

• Now you can undo an action of muting a signal.
• Signal score. See how each signal affects your opportunities, positive, neutral, and negative, .


Jan 2021

Automated Sequences

• New widget added to Revenue Grid Managed Package, which allows you to compose and to send an email right from SFDC interface. Read more.
• New options to narrow down items in the Action Center by advanced filtering ability. Read more.
• Grand ability to delegate Sequences related workload to colleagues. Read more.

Deal Guidance

• View contact details on the Relationship Intelligence chart.


Revenue Signals

• Added new convenient way to mute a signal. Read more
• New signal has been added to the set off built-in Revenue Signals: No communication in open Opportunity for the last N days. Read more.


Dec 2020

Automated Sequences

• Ability to use If-then logic when using merge fields.
• Sequence Statistics page has been updated. Now it's even more insightful and prettier. Read more.

Deal Guidance

• Revenue Grid does sentiment analysis of all emails and places each on the spectrum from "Very negative" to "Very positive".
• On the Opportunities tab, an ability to filter Opportunities by members of a specific sales team/division has been added. Read more.
• Revenue Grid widgets are available on a canvas of any Salesforce object which has email field within it. Read more.

Revenue Signals

• New signal has been added to the set off built-in Revenue Signals: Sales representative has responded to customer email. Read more.





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