"What we really need out of CRM activities is knowledge. We need facts on which we can rely, and we need to make decisions on top of that." - Vlad Voskresensky
As a Revenue Action Platform, Revenue Grid takes activity capture to the next level with AI-powered assistants that help sales reps and sales managers extract facts from their data and automate repeatable routines like pipeline cleansing, generating more leads, and conducting research about their buyers.
Jump to the clip to hear about the evolution of Revenue Grid.
"You don't need to interrogate your sales rep or re-read all of his emails or activities to know what is really going on in an opportunity." - Vlad Voskresensky
The Revenue Grid Pipeline Assistant uses an AI layer to help enrich your pipeline data and pull out insights. By combining CRM data with emails, calendar meetings, chat messaging, meeting recordings, and other sources, the Pipeline Assistant can show you more than what's available in a standard opportunity view.
Before a sales rep meets with their manager, the AI assistant completes the discovery stage of reviewing the pipeline. Using data from similar deals, you'll know whether the opportunity is real, whether it should be closed-lost or pushed to the next quarter, or if it will close on time.
The assistant also runs periodic status updates and generates account summaries that extract facts from your data to help sales managers understand what's happening with each deal during a forecast meeting.
Jump to the clip to learn how AI can help both sales reps and sales leaders in pipeline reviews.
"The real opportunities we have are not the opportunities in the CRM, but the meetings in our calendar." - Vlad Voskresensky
The AI Meeting Assistant helps sellers prep for their meetings the right way by surfacing relevant information in a memo ahead of the meeting. The memo can include data from your internal systems, CRM, Google search, LinkedIn, and even social media for each of the attendees, giving you more chances to engage.
The assistant also prepares meeting objectives driven by your playbooks, the opportunity status, deal size, discount policies, and even your sales methodology. You're also given an evaluation: A short summary that includes information about potential competitors and recommendations. Any action items are automatically converted into follow-up tasks in your CRM.
Jump to the clip for a demo of the AI meeting assistant.
"That's the beauty of tools like Revenue Grid with AI assistants, you can always drill down to the data source." - Vlad Voskresensky
If you use a CRM, Revenue Grid will work for you. They boast customers with multi-thousand-seat deployments, like Morgan Stanley, but also support very small organizations across all industries.
Revenue Grid integrates with SAP C4C, Microsoft Dynamics, all Oracle CRMs, and Salesforce. Revenue Grid can also connect to other CRMs if they have an API integration option. It also works with Outlook, Office 365, and Gmail. If you want to pull in your call transcripts, you can log in with your Zoom, Teams, or Google Meet credentials or use the Revenue Grid agent.
Implementation can happen in minutes if you download Revenue Grid from the Salesforce AppExchange or the Microsoft Store and follow the click-through experience. For some customers with complicated custom fields or records, ask the Revenue Grid team for help. No matter what, implementation is included in the price of the software.
To get started, reach out to the Revenue Grid sales team so they can sign you up for a demo or free trial and answer any of your questions.
Jump to the clip for guidance on setting up Revenue Grid to work with your CRM.
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