Revenue Grid

Real-time assistance to help prioritize day, delegate manual tasks, and understand next best steps for revenue growth

Configuration controls and custom rules for unique workflows

Get a bird's eye view of all your reps' activities

Setup of core signals and logic apps for automation and decisions

Multichannel automated Sales Sequences deliver a personal touch that makes prospect engagement more efficient

Better decision making for better win rates and shorter sales cycles right in your CRM

Automatically capture sales data, activities, and leads to Salesforce

Capture every touchpoint automatically including emails, meetings, contacts and documents

Centralized data lake for storing and analyzing sales data

Base your sales forecasts on the real odds of deals closing

Connect and integrate your email and Salesforce smoothly

Integration with email inbox and calendar systems

Access, edit, and manage Salesforce data directly from your email inbox

Real-time synchronization of data with Salesforce

Get intelligence on risks, weak spots, and openings for every deal

Empower sales teams with up-to-date external intelligence to make proactive decisions and seize every opportunity

Full context of every customer relationship from end-to-end

Streamline meeting prep, capture outcomes, and share reports to keep sales moving and leadership aligned

Real-time visibility into account health, execution quality, and growth signals

Know exactly which deals are progressing, which are stalling, and how to redirect efforts to maximize revenue

Native reporting capabilities within Salesforce

Schedule online meetings from your email and avoid double bookings

AI-powered chat and search across all sales data

Built-in data protection keeps sensitive information secure at every stage, both in transit and at rest

Privacy measures built into systems from inception and regularly validated