Revenue grid for salesforce

Author: f | 2025-04-24

The Revenue Grid Salesforce Outlook plugin is a game-changer in terms of performance, data management, and security. Say goodbye to Salesforce for Outlook, and hello to Revenue Grid Revenue Grid's plugin offers comprehensive email and

Revenue Grid for Salesforce CRM

Preferences.The possibility to save this “default attachment” .eml file in Salesforce can be disabled by request sent to Revenue Grid support team.NotePlease note that with Salesforce Enhanced email enabled, due to a technical limitation, when you save an email along with its attachments in Salesforce via RG Email Sidebar, the created Email message object’s HasAttachment field does not convey accurate information about the presence of these attachments, so this flag/field should be disregardedAttachments added as Google Drive links in RGES Chrome Extension for Gmail¶RG Email Sidebar implementation for Gmail also supports saving and auto-saving in Salesforce of files attached to email messages as Google Drive links. These links are parsed by the Chrome Extension and handled via the Save email dialog as any other attachments.This feature can optionally be disabled for Enterprise RGES customers by request sent to RevenueGrid.com CSM team using a Special RGES setting GoogleDisableDriveAttachments.Saving Event Attachments¶NoteOut-of-the-box, saving of event attachments by RGES is disabled; in order to enable it, please send a corresponding request to Revenue Grid support team.Saving event attachments by Revenue Grid Synchronization¶Saving files attached to meetings in Salesforce is performed during RGES Synchronization sessions, along with saving the meetings themselves as matching Salesforce Event objects.When an event attachment is saved as an Attachment object, it will only be linked to the created Event object in Salesforce, and then the event itself will be linked to the related objects selected by the Revenue Grid Synchronization according to the configurations.When you save an event with an attachment as a Content Document, it will be saved to Salesforce as a separate file, linked to the event, its owner, and other records the Synchronization selects according to its configuration in your organization.If you save the attachment as a Content Document and then delete it in the mailbox, the connection between the file and the event in Salesforce will be removed. However, the connection between this file and all other objects linked to it will remain intact.For more information about events linking, refer to Activities Linking Patterns in Salesforce.Even though events are auto-synchronized during RGES Synchronization sessions, you can save an event via the Sidebar without waiting for synchronization. In this case, you can manually select the objects to which the event will be linked.Unlike saving emails, event attachments can be saved in both Read and Compose modes.Special considerations about event attachments saving¶1. The attached files’ size + the

Revenue Grid for Salesforce - appsource.microsoft.com

Double bookings or conflicts with your Salesforce calendar. Discover Activity Capture without the limits Customized to your needsCustomize every aspect. Choose what to track, how to sync, and build the system that works for your team. Custom object syncSync everything — custom and standard Salesforce objects — for complete data capture. Unlimited data retentionYour data stays in Salesforce as long as you need it. Indefinite data retention means no 24 month cap. Control what you syncControl your data flow. Sync what matters most with custom rules, allow/deny lists, and smart filtering. Enhanced security andcomplianceActivity Capture 360 offers encryption, GDPR compliance and advanced privacy controls. Accurate reporting without limitsFull insights into every interaction. Generate detailed reports on engagement and sales, so that you’re never left guessing. Flexible deploymentSecure sensitive data in a private cloud or scale with a flexible cloud solution. Activity Capture 360 deploys on your terms. Never lose historical dataNever lose data with historical sync. Auto-save past activities in bulk for on-demand access, whenever you need it. A proven partner in sales success since 2006For nearly two decades, Revenue Grid has been the trusted solution for sales teams striving to achieve their quotas.From seamless data capture to actionable insights, our platform has consistently helped teams close more deals, faster. 800,000+ users 16 years in the market 21 ISV partnerships G2 leader since 2018 By using Revenue Grid’s products, VDA, Inc has become more efficient, improved client interaction, and developed more business.Shayna Pitman, Project Coordinator, Key Accounts, VDA Inc Key OEM Partners Capture data on your terms withRevenue Grid.Leave the sales guessing game behind and help your team win more.Book a demo

Revenue Grid widgets in Salesforce

Certified professionals is dedicated to simplifying the decision-making process, helping you avoid unnecessary complexities and ensuring that every feature you choose delivers real value. By partnering with us, you gain access to industry best practices and insights that streamline your Salesforce deployment, so you can focus on driving growth and operational efficiency with confidence.Ready to take the next step? Contact us and let us help you select the perfect Salesforce plan for your business.Learn more:Article: Salesforce Support Partner: What to Expect After Salesforce Implementation?Article: Salesforce Implementation Roadmap: Process, Plan, StepsArticle: Benefits of Salesforce for Nonprofit OrganizationsCase study: Elgór+Hansen S.A. – Service Transformation with Salesforce Service CloudCase study: Salesforce NPSP: A revolution in NGO managementCase study: Salesforce Integration with an AI Tool at Takeda, a Biopharmaceutical Company Read more Boost Operational Efficiency with AI – Speed up Your Business In today’s fast-paced business environment, artificial intelligence (AI) is a game-changer for operational efficiency. Companies leveraging AI streamline processes, reduce costs, and improve performance, gaining a competitive edge. AI goes beyond automation—it provides data-driven insights that enhance decision-making and precision.This article explores practical AI applications across industries and strategies to help your business achieve greater efficiency.1. How AI Transforms Operational Efficiency1.1 What Is Operational Efficiency?Operational efficiency means delivering products or services in the most cost-effective way while maintaining quality. Businesses that optimize processes experience lower costs, faster workflows, and higher customer satisfaction. However, traditional methods often fall short in managing complex operations.1.2 AI’s Evolving Role in Operations ManagementAI in operations management is no longer just about automating tasks—it’s revolutionizing efficiency. By analyzing vast datasets, AI identifies optimization opportunities beyond human capabilities. AI operational efficiency enhances decision-making, reduces errors, and streamlines resource allocation.Companies leveraging artificial intelligence efficiency gain a competitive advantage through predictive maintenance, intelligent supply chain management, and automated workflows. AI in operations adapts over time, continuously improving efficiency. Organizations that strategically implement AI for operations can unlock new business models, redefining industry standards.2. Key Benefits of AI in Boosting Operational Efficiency2.1 Process Automation: Reducing Errors and Increasing ProductivityAI operational efficiency allows businesses to automate repetitive tasks, reducing human error and freeing employees for strategic work. Efficiency AI solutions improve accuracy, ensuring consistent performance without fatigue. Many industries report reduced production time and improved workflows with AI in operations management.2.1.1 Better Decision-Making with AI EfficiencyAI-driven analytics transform vast data into actionable insights, enhancing decision-making. AI for operations enables predictive analytics, helping businesses optimize inventory, resource allocation, and maintenance. Artificial intelligence in operations management ensures organizations shift from reactive to proactive strategies, increasing efficiency and performance.2.1.2 Cost Reduction and Revenue GrowthAI operational efficiency drives cost savings through process optimization, waste reduction, and predictive maintenance. AI in operations minimizes downtime and extends asset lifespan. Artificial intelligence efficiency also enhances revenue generation by improving customer experiences and accelerating product development.By leveraging AI and efficiency strategies, companies streamline operations, reduce costs, and gain a competitive edge.2.2 Practical Applications of AI Across Industries2.2.1 AI in Healthcare: Enhancing Patient Care and Operational EfficiencyAI in operations management is transforming. The Revenue Grid Salesforce Outlook plugin is a game-changer in terms of performance, data management, and security. Say goodbye to Salesforce for Outlook, and hello to Revenue Grid Revenue Grid's plugin offers comprehensive email and

Sales sequences for Salesforce - Revenue Grid: Revenue

Discover how Revenue Grid outshines Einstein Activity Capture Never lose captured dataEvery email, meeting, and documents and more — automatically captured and synced to your CRM. So, nothing falls through the cracks. Your data, on your termsEvery email, meeting, and documents and more — automatically captured and synced to your CRM. So, nothing falls through the cracks. Private cloud deploymentChoose full control over your sensitive data by deploying on your private cloud. No shared servers — just total control and security. Help your team focus on the one thing that matters – selling Give your team 10+ hours of selling power every weekAutomate your sales data collectionCapture and save all your sales data from your Outlook/Gmail and calendar to Salesforce without the stress of manual entry.Automatically save all emails, including automated sales sequencesCapture recipients’ details, subject lines, and attachmentsAutomatically save calendar items to the appropriate Salesforce records Give your team 10+ hours of selling power every weekEmpower your team with Salesforce access right from their inboxEffortlessly save and sync data manually or automatically to Salesforce using your Email Sidebar. Edit objects from your inbox without having to go to Salesforce.Manually save data from your inbox using the Email SidebarEasily create new Salesforce objects, like contacts, accounts, leads, tasksAutomatically save all past emails, calendar items, contacts, etc Reclaim 2+ hours every week, for every repSeamlessly sync calendars and eliminate double bookingSync Salesforce calendar with Outlook and Gmail calendars in one click and unify group calendars.Automatically sync, log, and link all your meetings to SalesforceDelegate your calendar management to a teammateAutomatically stop personal events from being saved in your calendars Effortless scheduling in one clickLet customers choose the perfect timeMake scheduling effortless for your team and customers, without the back-and-forth.Easily drop available time slots into emailsEasily share calendar links through “Book me”Avoid

A Guide to Triggers in Salesforce - Revenue Grid: Revenue

Saved in Salesforce along with the attachment(s) during the next synchronization session. The linking patterns will be the same as when saving by assigning a Salesforce category.Note that auto-saving messages containing attachments should not consume excessive Salesforce storage space since duplicate prevention and specific file type/size filtering are applied.ImportantPlease note that an email attachment cannot be auto-saved in Salesforce by Revenue Grid synchronization in the following cases:If it exceeds the file size limit in Salesforce, which is 25 Mb for a single file.If the file’s extension is blocklisted in the Global settings managed by our Support team or is not allow-listed in local Admin panel settings. However, in the latter case, the file can be saved in Salesforce manually.Automatic pre-selection of attachments to be saved in Salesforce¶You can configure the default preselection of files attached to emails or calendar items in the Save dialog. A corresponding setting is located at the bottom of the right pane of RGES Customization settings. The available options are:Autoselect only attached files > 100 KB: This option prevents the saving of small images or animations (e.g., those in signatures) in Salesforce. Users can still select them manually if needed.Preselect the attachment file type in Save dialog: Only the specified file types will be autoselected for saving to Salesforce in the Sidebar’s save dialog. After selecting this option, a box for specifying file types will appear underneath. Specify file types without any dots, e.g., txtAutoselect all attached files: All attached files will be autoselected to be saved in Salesforce. Users can unselect unneeded attachments.Do not autoselect attached files: No attached files will be autoselected. Users can manually select the needed files.The “default attachment” .eml copy of an email¶If you need to save:An exact copy of the email message, including all technical delivery data and headers, for example, to use it as legal evidenceSpecial HTML formatting in the email (e.g. inline tables, diagrams, and so on) in case Salesforce Enhanced email is not enabled in your Salesforce OrgThe message in Salesforce without truncation applied, if the email’s body exceeds the 32,000 characters limitYou can attach an exact copy of the message in .eml format to the created Task or Email message Salesforce object.To do that in the Save dialogue, select the checkbox next to the “default attachment” {email subject line}.eml generated for every email message. Note that you can also rename the .eml file according to your

Introduction to Salesforce Reports - Revenue Grid: Revenue

Jessica B. Seasoned technical writer giving you top Salesforce Tips. Updated: Jan 13th, 2025 Why use Salesforce Surveys?Salesforce Surveys is an effective survey tool for collecting feedback, personal data, and customer opinions and insights. Having insight into customer feedback can help you improve your business offering and boost customer satisfaction resulting in increased revenue. Customer DataHere are some specific reasons to use Salesforce Survey tools: You can easily create and distribute surveys to your customer database. By studying and reviewing the collected data, you can make better business decisions to improve your products or services. By distributing surveys that ask customers to rate their experiences, your business can research and measure customer satisfaction levels by distributing a Net Promoter Score Survey and identifying areas for improvement. Let your customers know they are appreciated by showing that their opinions matter. Use the powerful analytics tool Salesforce Surveys provides to analyze survey data. You can automate the survey process from sending surveys after a specific event to creating custom workflows depending on customer responses. Salesforce Surveys is a versatile tool that can distribute opinion polls, ask a single closed-ended question, or send out extensive surveys to gain more insight into customer experiences. Furthermore, it draws on the data-driven power of Salesforce for razor-sharp analytics and accurate data.What are Microsoft FormsMS Forms is included in the Microsoft Office 365 suite and is Microsoft’s survey tool, used to create online forms and surveys.We’ve highlighted some key features for you: You can create custom forms. The Revenue Grid Salesforce Outlook plugin is a game-changer in terms of performance, data management, and security. Say goodbye to Salesforce for Outlook, and hello to Revenue Grid Revenue Grid's plugin offers comprehensive email and