Revenue Grid Customer Reviews 2025

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Revenue Grid

Composite Score

8.1 /10

CX Score

8.2 /10

22 Reviews Write a Review

What is Revenue Grid?

Automate nurturing with a sales engagement platform that’s built to get you more meetings and replies. Engage with prospects through email, calls, texts, and social media, creating automated sequences that feel personal. Get a bird’s eye view of all your reps’ activities. See the state of each reps’ forecasted pipeline, find out what your top-performing reps are doing and which activities they spend the most time on.

Company Details

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Awards & Recognition

Revenue Grid won the following awards in the Sales Analytics category

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Strategy and Innovation
Service Experience
Product Impact
Contract Negotiation
Conflict Resolution

2022

2022 Data Quadrant Gold Medalist

2022

2 Top Rated Capabilities

10 Top Rated Features

2022

Revenue Grid Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Revenue Grid.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

93 Likeliness to Recommend

1
Since last award

100 Plan to Renew

80 Satisfaction of Cost Relative to Value

5
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+97 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Revenue Grid?

4% Negative

0% Neutral

96% Positive

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Feature Ratings

Average 88

Territory Analytics and Management

Predictive Sales Forecasting

Artificial Intelligence-Based Insights

Visual Pipeline Monitoring

Data Ingestion and Interoperability

Scenario Analysis

Collaboration

Predictive Time-Series Reporting & Analytics

Dashboard

Intelligent Alerts and Notifications

Pipeline Planning

Vendor Capability Ratings

Average 83

Ease of Implementation

Ease of IT Administration

Ease of Data Integration

Availability and Quality of Training

Vendor Support

Business Value Created

Ease of Customization

Breadth of Features

Usability and Intuitiveness

Quality of Features

Product Strategy and Rate of Improvement

Revenue Grid Reviews

Michael H. Y.

Role: C-Level
Industry: Insurance
Involvement: Vendor Selection and Purchasing

Validated Review

Verified Reviewer

Submitted Mar 2022

better than SF Lighting or EBSTA

Likeliness to Recommend

9 /10

What differentiates Revenue Grid from other similar products?

Just easier to use, more intuitive and flexible than Lightning

What is your favorite aspect of this product?

ability to add events and tasks right in outlook.

What do you dislike most about this product?

want more visibility into SF while in Outlook

What recommendations would you give to someone considering this product?

Use it...makes life much easier.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Leslie H.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2022

Helpful feature that increases my meetings

Likeliness to Recommend

10 /10

What differentiates Revenue Grid from other similar products?

it links right to my outlook calendar

What is your favorite aspect of this product?

its goes in my email signature

What do you dislike most about this product?

the zoom link malfunctions

What recommendations would you give to someone considering this product?

Be mindful of your calendar and always check your links

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Jayson S.

Role: C-Level
Industry: Insurance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Helpful for moving email into Salesforce, pricey

Likeliness to Recommend

10 /10

What differentiates Revenue Grid from other similar products?

Been using for many years, it has worked well, I have not really researched other options recently. However, the cost is almost equal to my small Salesforce licensing cost so the cost makes it almost cost prohibitive for a very small business like mine with only 3 users. Some colleagues decided against this product because of the cost.

What is your favorite aspect of this product?

moving emails to customer accounts in salesforce

What do you dislike most about this product?

the cost is high based on my usage. I solely use the feature of posting emails into salesforce. I wish there were a less expensive version that just offered that function only. I don't use the other functions of the platform. However, I will say that Revenue Gird has worked with me and has allowed me to get discounts by buying 3 year leases at a time.

What recommendations would you give to someone considering this product?

give it a try it is super helpful.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

How We Deliver

Revenue Grid

What is Revenue Grid?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

2023 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

Revenue Grid Ratings

93 Likeliness to Recommend

1 Since last award

100 Plan to Renew

80 Satisfaction of Cost Relative to Value

5 Since last award

Emotional Footprint Overview

+97 Net Emotional Footprint

How much do users love Revenue Grid?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Territory Analytics and Management Includes the ability to analyze capacity and allocate resources for targeting key segments in a given territory or market.

Predictive Sales Forecasting Includes the ability to project sales/revenue over a specified period of time, using a combination of historical performance and/or external signals.

Artificial Intelligence-Based Insights Includes predictive insights and forecasted on artificial intelligence rather than purely historical data.

Visual Pipeline Monitoring Includes customizable visualizations of the sales pipeline for monitoring pipeline health, risk, quality and goal progression.

Data Ingestion and Interoperability Includes bidirectional connections with external sources of data i.e. CRM Systems and Marketing Automation Tools, to improve the breadth of contact information.

Scenario Analysis The solution provides the ability to create and model different projected revenue and growth scenarios based on multivariate, user-defined conditions.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Predictive Time-Series Reporting & Analytics Includes time-series analytics on critical sales metrics, including forecasts, pipeline, activity, and quota attainment.

Dashboard Generate presentation ready QBRs, reports and dashboards. Includes progress to goal, growth forecasts, average sales cycle and ACV, and lead source analysis.

Intelligent Alerts and Notifications Includes notifications across a range of channels including in-platform (tray notification), SMS and email customized to trigger in specific circumstances.

Pipeline Planning Determine how much pipeline is necessary to meet revenue targets, specifically, understand if there is sufficient pipeline coverage for a given quarter.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Revenue Grid Reviews

Michael H. Y.

better than SF Lighting or EBSTA

Likeliness to Recommend

Pros

Leslie H.

Helpful feature that increases my meetings

Likeliness to Recommend

Pros

Jayson S.

Helpful for moving email into Salesforce, pricey

Likeliness to Recommend

Pros

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Feature Ratings

Territory Analytics and Management

Predictive Sales Forecasting

Artificial Intelligence-Based Insights

Visual Pipeline Monitoring

Data Ingestion and Interoperability

Scenario Analysis

Collaboration

Predictive Time-Series Reporting & Analytics

Dashboard

Intelligent Alerts and Notifications

Pipeline Planning

Vendor Capability Ratings

Ease of Implementation

Ease of IT Administration

Ease of Data Integration

Availability and Quality of Training

Vendor Support

Business Value Created

Ease of Customization

Breadth of Features

Usability and Intuitiveness

Quality of Features

Product Strategy and Rate of Improvement