Revenue Grid: Empower Sales with Salesforce-Gmail Integration
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Sell smarter with Revenue Intelligence
Revenue Grid improves your sales performance and shifts your CRM from the “view mode” to the “do mode” with Revenue Intelligence.
Revenue Intelligence provides sales teams complete sales data through data capture features, analyzes data with AI, and offers actionable insights through guided selling capabilities.
What does Revenue Intelligence cover?
Activity Capture Revenue Grid automatically captures all sales and communication data from your Gmail and saves them to Salesforce. Thus, you can keep your CRM data complete and up-to-date. With this feature, you can auto-create Salesforce objects without leaving your inbox. By automating the data entry process, you can save precious time and boost your team’s efficiency.
Email Sidebar
Email Sidebar allows you to work with your entire Salesforce data from your inbox. For each email or lead you are working on, get real-time insights from your Salesforce records, view and edit any detail without even leaving your Gmail. Tailor Email Sidebar to your needs by customizing which objects and fields you want to see in a few clicks.
Pipeline Management Revenue Grid offers you complete pipeline visibility so that you know exactly where your quota numbers stand in real-time. With real-time tracking, you can see which deals are moving, stalled, or at risk in a matter of seconds. Immediate alerts on changes in deal sizes, close dates, and scores allow you to address any situation immediately.
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- Seamless integration between Gmail and Salesforce
- Customization options for field display
- Responsive customer service
- Improved productivity
- Quick syncing time
- Other options have restrictive interfaces
- Customer service issues reported with competitors
- Syncing time could be longer for some alternatives
- Essential resource for businesses
- Makes life easier for Salesforce users
- Greatly improves productivity
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Extension safety
Risk impact
Revenue Grid for Salesforce and Gmail requires some sensitive permissions that could impact your browser and data security. Exercise caution before installing.
Risk likelihood
Revenue Grid for Salesforce and Gmail is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.
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