Salesforce Activity Intelligence for RevOps
25 min
Nothing changes in Salesforce
Nothing changes for your reps
THE VOLUME PROBLEM
Every touchpoint your sales team has is a data point — an email, a meeting, a call, an attachment. Most of it is never collected.
THE BEHAVIOUR PROBLEM
Salesforce has been the CRM standard for over 20 years. In that entire time, getting complete manual updates has never been solved — not with training, not with enforcement, not with incentives. Manual entry hasn't worked for two decades. It's not going to start now.
THE VISIBLITY PROBLEM
Missing data never announces itself. It doesn't appear as a gap in Salesforce. It only surfaces when someone stumbles on it, or when someone goes digging.
The Fix
Captures every email, meeting, call, and attachment — automatically — straight into Salesforce. Without changing how anyone works.
Salesforce-native
Zero data leakage
SOC 2 · ISO 27001 · GDPR · HIPAA
Full admin control
Your rules, your way.
How Revenue Grid works
AUTO-CAPTURE
Revenue Grid captures the full picture — emails in and out, calendar meetings, new contacts, attachments — and writes everything to the right Salesforce record. Automatically. Your team doesn't change how they work. Salesforce changes what it knows.
BACKGROUND SYNC
Revenue Grid's sync engine runs in the background whether Outlook is open or closed. It doesn't need a rep at their desk. A reply sent from a phone at 10pm lands in Salesforce. Your activity data stops depending on what your reps remember to do.
INBOX SIDEBAR
The sidebar lives inside Outlook and Gmail. Reps log calls, save emails with notes, and update records without leaving their inbox. Your Salesforce stays complete — even for the interactions that need a human judgment call.
NATIVE INTEGRATIONS
Revenue Grid connects natively to Microsoft 365 and Google Workspace. It also feeds into Gong, Clari, Outreach, and Salesloft. Your existing tools don't change. They just get complete data for the first time.
The Results
761
Person-days Saved
Medical Devices Auto-captured 110,000 emails and 27,000 calendar events in year one — without a single manual entry.
$30M
In Pipeline Unlocked
Professional Services Found $30M in new pipeline hidden inside existing relationships — visible only once the full interaction history landed in Salesforce.
400%
More Activity In CRM
Portfolio Management Deployed Revenue Grid across their sales and client services team. Salesforce went from incomplete to a live, trusted record of every interaction — without changing how anyone worked.
Why it's best in class
What customers say
David Choate
COO, Capital Institutional Services
I don't have to ask my team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.
Scott Greer
VP Sales & Operations, Dale Carnegie
What I like best about Revenue Grid is that I don't have to think about it. I simply send my emails and know that they are recorded. As a sales manager, I don't have to harass my sales reps to enter info. It is just there.
Darren Knapp
Director Global Operations, Slalom
We were looking for new opportunities within the existing sales pipeline during Covid lockdown and Revenue Grid helped us find them.
What Changes For RevOps
The data foundation your revenue org has always needed.
Present numbers
with confidence
Every forecast, every pipeline review, every board update — built on complete, verified activity data. You own the numbers.
Full data. No gaps.
No surprises.
Every email, meeting, and touchpoint captured and associated automatically. What's in Salesforce is what actually happened.
Salesforce as your
real source of truth.
Every contact, every deal, every relationship - maintained automatically. The system your whole revenue org relies on, finally working the way it should.
RevOps operating
at its highest level.
With the data foundation solid, your team focuses on what matters — optimizing the revenue engine, informing strategy, and driving the business forward.
