Revenue Grid Reviews & Insights

We used it to integrate with Salesforce. It has been a godsend. Couldn't live without it, from logging calls to saving emails and making new tasks and events...very easy to use. Revenue Grid makes a complex problem very easy. Implementation was smooth and they were able to help me customize the product to meet my needs.

For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.

I am using the Revenue grid in my Salesforce Sales org to track the email. This is a very good feature because we have set this up in such a manner that we can track who is making conversations with those accounts where I am the owner of those accounts.

Very beneficial for those who are using Gmail and Salesforce. Easy to sync with Salesforce. I did some integration work also on this and it works smoothly without any hurdles. I am using this feature to sync my Gmail email to my Salesforce that's all for what I am using this feature.

We use revenue grid to track emails directly into Salesforce

Issues seem to occur often and there are a ton of steps and requirements Revenue Grid asks for in order to fix the problem.

SmartCloud Connect is only being used by a couple of departments in our organization; here there is an extra cost associated with it so only those departments that have a critical need for it are utilizing it. The utility streamlines the linking of inbound and outbound emails to bpm'online, our CRM platform. Before this system was implemented in this particular department, which has a heavy workload, there were complaints of the amount of time it took to track an inbound and outbound email within the CRM system. SmartCloud solved that issue by allowing all of the tracking to be implemented within Outlook itself.

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.