RevenueGrid Overview

Revenuegrid is a Revenue Intelligence platform that automatically captures sales activities. It helps identify and fix revenue leaks efficiently.

Use Cases

Customers recommend Engagement Management, Tracking & Monitoring Communications, Lead Analytics, as the business use cases that they have been most satisfied with while using RevenueGrid.

Other use cases:

  • Lead Engagement
  • Coaching
  • Playbook Creation
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Business Priorities

Increase Sales & Revenue and Enter New Markets Internationally Or Locally are the most popular business priorities that customers and associates have achieved using RevenueGrid.

Other priorities:

  • Improve Efficiency
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RevenueGrid Use-Cases and Business Priorities: Customer Satisfaction Data

RevenueGrid works with different mediums / channels such as E-Mail.

RevenueGrid's features include Alerts: Popups & Notifications. and RevenueGrid support capabilities include 24/7 Support, AI Powered, Email Support, etc. also RevenueGrid analytics capabilities include Analytics, and Custom Reports.

Reviews

"Lack of transparency and predictability was the key impediment to building an applicable revenue strategy for my company. The pipeline and related data were fractured between customer-facing teams, making any analysis or planning an impossible feat.... The adoption of Revenue Grid launched the transition to a holistic revenue architecture that brought our company to a new level." - Jeff Young

RevenueGrid, belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

RevenueGrid Customer wins, Customer success stories, Case studies

What benefits does RevenueGrid offer for Engagement Management?

CUSTOMERS TESTIMONIALS
RevenueGrid testimonial

Jeff Young

Leadership Chief Revenue Officer
Lack of transparency and predictability was the key impediment to building an applicable revenue strategy for my company. The pipeline and related data were fractured between customer-facing teams, making any analysis or planning an impossible feat. The adoption of Revenue Grid launched the transit...ion to a holistic revenue architecture that brought our company to a new level.

Testimonial By Jeff Young
CUSTOMERS TESTIMONIALS
RevenueGrid testimonial

Jeff Young

Leadership Chief Revenue Officer
Lack of transparency and predictability was the key impediment to building an applicable revenue strategy for my company. The pipeline and related data were fractured between customer-facing teams, making any analysis or planning an impossible feat. The adoption of Revenue Grid launched the transit...ion to a holistic revenue architecture that brought our company to a new level.

Testimonial By Jeff Young

Recruitment - Human Resources

Revenue Grid helped a recruiter stand out from the competition with unique messaging. The recruiter used personalized automated emails to reach candidates. This approach made their communication diff...erent from others. The solution improved their ability to connect with potential hires. The case highlights how Revenue Grid supports recruitment with email automation.

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Slalom - Management Consulting

Revenue Grid helped Slalom stop revenue leaks and rebuild its sales model. The platform automated sales data capture and improved sales process visibility. Slalom used features like calendar sync, in...box sidebar, and sales engagement tools. The team grew its business by using Revenue Grid to manage sales activities and pipeline. This case shows how Revenue Grid supports sales teams in management consulting.

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Morgan and Morgan - Legal Services

Morgan and Morgan used Revenue Grid to improve their sales engagement. The law firm increased its caseload by 15-20%. They also optimized CRM usage and adoption. Revenue Grid helped them work faster ...and manage more cases. This led to better results for their business.

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full-service insurance brokerage firm - Insurance

Revenue Grid helped a full-service insurance brokerage firm expand its business. The firm used Revenue Grid to improve sales processes and manage customer relationships. The solution provided tools f...or sales activity capture, calendar sync, and Salesforce integration. As a result, the brokerage firm was able to grow its business. The case highlights the benefits of using Revenue Grid for insurance companies.

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Commercial Bank - Banking

Revenue Grid helped a multi-billion dollar commercial bank improve customer relationships. The bank used Revenue Grid to enhance its sales and customer engagement processes. The solution provided bet...ter integration between Salesforce and email, automated data capture, and improved pipeline visibility. As a result, the bank strengthened its connections with customers and streamlined its sales operations.

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Capital Institutional Services (CAPIS) - Financial Services

Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesfor...ce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.

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RevenueGrid Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.07/5 ★

Read Reviews (3)
Analytics

4.70/5 ★

Read Reviews (14)
Custom Reports

4.69/5 ★

Read Reviews (14)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.07/5 ★

Read Reviews (3)
Analytics

4.70/5 ★

Read Reviews (14)
Custom Reports

4.69/5 ★

Read Reviews (14)

Software Failure Risk Guidance

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for RevenueGrid

Top Failure Risks for RevenueGrid

Revenue Grid News

Product

Revenue Grid Introduces AI - Powered Intel and CRM Records Assistants for Zero CRM Experience

Revenue Grid launches AI-powered assistants for CRM, enhancing user experience with zero CRM expertise needed.

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Product

Revenue Grid Unveils RG AI Sales Assistants , Transforming CRM and Deal Management – IT Business Net

Revenue Grid unveils RG AI sales assistants to automate CRM tasks, enhancing pipeline and deal management at Dreamforce 2024.

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Product

Revenue Grid Unveils RG AI Sales Assistants, Transforming CRM and Deal Management - StartupHub.ai

Revenue Grid introduces AI sales assistants for CRM and deal management enhancement.

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Revenue Grid Profile

Company Name

Revenue Grid

Company Website

//revenuegrid.com

HQ Location

Mountain View, CA

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

SERIES A