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
