Revenue Grid is a revenue intelligence and guided selling platform built natively on Salesforce. It combines activity capture, pipeline signals, and AI-guided next steps — helping reps know exactly what to do next to close deals and helping managers see the full pipeline picture.
Product Overview
Revenue Grid's activity capture automatically logs emails, meetings, and calls to Salesforce records, solving the CRM data quality problem. On top of this clean data, its AI engine surfaces guided selling prompts ('Revenue Signals') that tell reps when to follow up, when a deal is going cold, and which stakeholders need attention.
Key Features
- Salesforce Activity Capture: Auto-logs emails, meetings, and calls to the correct Salesforce records.
- Revenue Signals: AI-generated guided selling actions — specific next steps for each deal.
- Pipeline Inspection: Real-time pipeline visibility with AI-flagged risks and opportunity gaps.
- Forecasting: AI-assisted forecasting with manager override and roll-up views.
- Sequence Automation: Email and multi-channel sequencing directly from within Salesforce.
Best For
Salesforce-centric sales organisations that want native activity capture, pipeline intelligence, and guided selling without switching platforms.
Pricing
Custom pricing — Revenue Grid is sold per user/month. Contact sales for a quote.
Key Integrations
Salesforce, Gmail, Outlook, Zoom, Gong, LinkedIn Sales Navigator, Slack
Pros
- Deep native Salesforce integration
- Combines activity capture with guided selling
- Good for Salesforce-first teams
Cons
- Salesforce-only (limited CRM support)
- UI is less modern than competitors
- Premium pricing
RevOps Jobs-to-Be-Done
- AI-Powered Revenue Forecasting — Generate AI-driven revenue forecasts by combining CRM pipeline data, historical patterns, and rep behavior signals. KPI: Achieve forecast accuracy within 5% of actual revenue vs 15–25% variance with manual manager roll-ups
- Pipeline Inspection and Deal Guidance — Identify pipeline risks, activity gaps, and stalled deals with AI signals and automated guided selling nudges for reps. KPI: Increase rep follow-through on high-value pipeline actions by 40% with AI-triggered deal guidance
- Salesforce Activity Capture Automation — Automatically capture emails, meetings, and calls from Gmail and Outlook into Salesforce without manual rep data entry. KPI: Improve CRM activity data completeness from 30% to 95% without adding rep data entry burden
How It Fits Your Stack
Primary system of record: Salesforce CRM
Key integrations: Salesforce, Gmail, Outlook, Gong, Salesloft, Outreach, Slack, Microsoft Teams
Data flows: Gmail/Outlook activity auto-captured to Salesforce; AI models analyze pipeline and activity patterns; forecasts and guided actions delivered via Salesforce and email; alerts via Slack
Security & Compliance
- SSO / SAML: SAML 2.0 and Salesforce SSO
- RBAC / permissions: Yes
- Audit logs: Yes
- Certifications: SOC 2 Type II, ISO 27001
- Data residency: US and EU
Implementation & Ownership
- Time to first value: 2–4 weeks
- Implementation complexity: Medium — Gmail/Outlook connection and Salesforce configuration
- Typical owners: VP Sales, Revenue Operations Director, Sales Operations Manager
Origins in email-to-CRM activity capture; evolved into full revenue intelligence and forecasting platform
Proof & Buyer Signals
Ratings: G2: 4.5/5 (300+ reviews)
What buyers praise:
- Activity capture automation is excellent
- Forecasting accuracy improvement is real
- Good Salesforce-native experience
Common complaints:
- Complex initial configuration
- Some features overlap with Gong/Salesloft for activity data
Often Compared With
- InsightSquared — InsightSquared focuses on pipeline analytics; Revenue Grid adds automated activity capture and guided selling to the forecasting platform
- Pigment — Pigment handles upstream revenue planning models; Revenue Grid executes the sales forecast and pipeline management in real time
- Forecastio — Forecastio targets HubSpot with a simpler interface; Revenue Grid is Salesforce-native with deeper activity capture and guided selling
