Revenue Grid for Financial Management<br>Improve Operations

Revenue Grid for Financial Management
Improve Operations

Step 1 of 9

Deal Insights

Step 1 of 9

Deal Insights

Isolate at-risk deals and act fast to win them with actionable AI guidance

Step 2 of 9

Gmail and Salesforce Integration

Step 2 of 9

Gmail and Salesforce Integration

Automate data and activity capture to schedule more meetings with ease

Step 3 of 9

Pipeline Visibility

Step 3 of 9

Pipeline Visibility

Visualize and eliminate revenue leaks in your pipeline using sales insights

Step 4 of 9

Relationships Intelligence

Step 4 of 9

Relationships Intelligence

Empower your AEs to win more by understanding human relationships behind accounts

Step 5 of 9

Sales Forecasting

Step 5 of 9

Sales Forecasting

See the true state of each rep’s forecasted pipeline. Get 22% more accurate forecasting

Step 6 of 9

Sales Sequences

Step 6 of 9

Sales Sequences

Sales sequences native to Salesforce. Foster deeper engagement by connecting with your leads via different channels, personalizing your content with Salesforce data, adding BookMe links, and more.

  • Use email, calls, SMS, and social media in your sequences
  • Pause, stop, start your sequences automatically
  • Update Salesforce data automatically
Step 7 of 9

Schedule Your Meetings with BookMe

Step 7 of 9

Schedule Your Meetings with BookMe

  • Easily schedule online meetings from your email and avoid double bookings forever
  • Share your availability with prospects via “Book me” links
  • Add open time slots from your calendar to your emails
  • Create buffers in your calendar whenever you want
Step 8 of 9

Spot Risks in Your Pipeline at a Glance

Step 8 of 9

Spot Risks in Your Pipeline at a Glance

Use sales pipeline management software to surface deals at risk and stalled opportunities before they become unwinnable and get your team to turn them around

  • Spot risks in your pipeline at a glance
  • Understand reasons behind poor scores and get actions to fix them
  • Use Revenue Signals to coach on deals and watch them turn green immediately
Step 9 of 9

Team Analytics

Step 9 of 9

Team Analytics

Analyze and gain clarity on your sales team's activities.