Forecasting and Pipeline Management logo

Forecasting and Pipeline Management

Revenue Intelligence platform Revenue Grid

By Revenue GridEmail & Calendar Sync

Rating
4.9
Reviews
10
Pricing
Paid
Listed since
2021

About Forecasting and Pipeline Management

Stop revenue leaks with revenue intelligence - Revenue Forecasting

Revenue Grid revolutionizes Revenue Intelligence, providing superior visibility into the entire revenue cycle so each member of your sales team can immediately take the right actions to achieve their quota.

Pipeline Inspection Gain absolute pipeline visibility and know where you stand on each of your deals and spot deals at risk immediately

Deal Guidance Use algorithmic Guided Selling to identify deals at risk with the help of AI-scoring and notifications.

Relationship Intelligence Map out relationships and connections between people involved in a deal and identify the key decision-makers who move deal forward.

Revenue Signals Guide your sales team with AI-based prompts and recommendations about the next best steps on each specific deal.

Signals Builder Build contextual Signals for any step of your sales process.

Signals Feed Analyze your unified sales data to catch instances where the manager’s involvement is critical to progress a deal or coach the team.

Team Analytics Streamline and focus your coaching initiatives by correlating the effort each member of your sales team makes to their win rates.

Highlights

  • GET COMPLETE VISIBILITY INTO YOUR REVENUE CYCLE ✅ Spot gaps in your pipeline at any stage ✅ Discover deals at risk or stalled deals ✅ Determine next best action to move deals forward
  • EXTRACT INSIGHT FROM YOUR SALESFORCE DATA WITH REVENUE SIGNALS ✅ Visualize your reps’ engagement across the sales cycle ✅ Get data-driven insights each step of the deal ✅ Guide your sales team at each part of your sales process with Revenue Signals
  • BUILD SIGNALS FOR AT EACH STAGE OF SALES PROCESS TO WIN FASTER ✅ Guide reps with automated nudges at each sales step ✅ Automate playbooks execution at scale ✅ Help your team win faster

Screenshots

Stop leakage with revenue intelligence.

Image 1 of 7

Stop leakage with revenue intelligence.

Pricing

Paid.

The publisher offers discounts.

Compatibility

Works with
  • Financial Services Cloud
  • Health Cloud
  • Government Cloud
Requires
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Revenue Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on August 25, 2021
Industries
  • Financial Services
  • High Tech
  • Professional Services
Languages
  • English
  • French
  • German
  • Portuguese
  • Chinese (China)
  • Spanish

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