extension ExtPose

Revenue Grid for Salesforce для Gmail

CRX id

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Description from extension meta

Revenue Grid brings the power of Salesforce and Chatter to your mailbox.

Image from store Revenue Grid for Salesforce для Gmail
Description from store Overview: Provides a “smart window” from Gmail to Salesforce with full access to all contextually relevant business information. Offers a wide range of intelligent tools, which help sales and service employees perform their daily business tasks in the most effective and fastest manner. Features – a brief outline: • Create and update Salesforce business records directly from Gmail, • Save emails and attachments to Salesforce, • Log any interaction with customers, • Create follow-ups, • Get customer insights from social media, • Post to Chatter feeds, • Compose email messages with Salesforce letter templates, • Track who, where and when emails are opened, • Use search to find any Salesforce record, • and much more. Description – how it works and benefits: • Get full business insight from email or meetings in Gmail from Salesforce: contacts, leads, associated accounts, social profiles, related opportunities, cases, planned tasks and events, Chatter feeds and more; • Add new contacts and leads to Salesforce in just a few clicks: app pre-fills forms and parse the contact information contained in the email or meeting, body or signature; • Record emails and meetings to any Salesforce objects: no need to save-open-attach - do it with one click, including attaching; • Quickly create and edit business records in Salesforce with information from an email or meeting; • Search and process any Salesforce record within your inbox; • Communicate through Chatter with your colleagues in content related feeds instead of forwarding emails and creating long threads; • Get automated feedback - track email openings; • Customize emails to customers using Salesforce letter templates; • Customize Fields, Layouts and Filters. Customization: With SmartCloud Connect you can easily customize your business objects and the fields you need to have access to from an email or meeting. Without any help from admin or Salesforce professionals, you can define which fields and in what order you want them to be shown for a particular business object in your inbox. As soon as a newly created custom object appears in Salesforce, it automatically becomes available for adding into your SmartCloud Connect. Value: SmartCloud Connect speeds up the sales process from the first contact with a prospect, to signing a contract and closing a deal. It fully guarantees that all business data is added in a timely manner to Salesforce. SmartCloud Connect significantly increases the productivity of sales and service teams by providing a combined work environment where the inbox is consolidated by Salesforce.

Latest reviews

  • (2021-10-12) Lucille Lister: Absolutely the best choice. I spent a month vetting Salesforce Inbox, Cirrus, and Revenue Inbox. I was heavily leaning toward Cirrus in the beginning, but after testing it for a month, I found it to be too restrictive, the interface took up too much real-estate, and the syncing (if you don't pay for an upgrade) takes 2 hours (longer than SF inbox at 1 hour and Revenue at 20 minutes). Salesforce Inbox was second choice for functionality, but my issue with them was that the customer service left a lot to be desired. I think I still have tickets open with them that they haven't responded too and it's been months. My favorite features of Revenue Inbox is the customization and force syncing. I can really make it look exactly how we want it to in terms of field display. The Customer Service is what won me over. They are so responsive and have even customized our side panel for us at no extra charge. I am so happy we went with them!
  • (2021-03-03) Momin Sheikh: A must have for every Salesforce user. Life becomes easy when you have this!
  • (2019-03-13) Alex Lapiduse: Great tool!
  • (2019-03-11) Vlad Voskresensky: Absolute must-have to connect my Inbox & Calendar to my Salesforce.com CRM
  • (2017-05-08) Alex Satler: I absolutely love this tool1
  • (2017-02-13) Sviatoslav Lobach: This product has made my life so much easier. Being able to seamlessly connect my emails with Salesforce has greatly improved my productivity. Very pleased with this product.

Latest issues

  • (2023-01-11, v:2211.0.0.1235) Floriana Muschio: Log In failed
    After inserting user/psw of web portal (partner community), the pop up in revenue grid confirm the registration has gone right but before closing it say "Login failed! Something went wrong during authorization.". The steps: 1) Sign in to my google account --> OK 2) My customer/parter community --> KO Could you please help me to identify the origin of this failure? thanks
  • (2019-04-28, v:2.1.3.276) Corinne Cordon: Here is a video showing you the problems
    https://share.vidyard.com/watch/7yP6qKzmkavtcjPUFpXo2b? I am disputing the credit card charge as you guys are fakesters!
  • (2019-04-28, v:2.1.3.276) Corinne Cordon: The "free trial" doesn't allow me to do anything.
    I have searched and tried so many apps for gmail/salesforce sync that have not worked that I am leary to sign up UNTIL I have been able to actually test that the app works. However, every single thing I try says "Want this feature? The best subscription for you is Enterprise. Upgrade?". Yes, I would love to upgrade just as soon as I see that it works - that is the purpose of the 30 day free trial with all features. So far I am very happy with one thing. It fixes the css issues where the email window itself is properly formatted so that you can see the words in the email, instead of 1/2 of the words being behind the app. Please reach out to me at my email so I can properly test this. Thanks much!
  • (2018-10-24, v:0.0.58) Chrome Extension Downloaded but not Connecting for Gmail
    Hi, I have dowloaded the free trial chrome extension and set it up as a side panel on Gmail but it is not connecting or loading the application data. I need this connecting so that I can provide a demo of the solution connected to SpringCM to a large client who are requesting the functionality of this application. Thanks, Kieran
  • (2018-09-14, v:0.0.58) Stan Edwards: Chrome extension not working with Gmail
    I have downloaded the Chrome extension several times, but the app won't load. Any thoughts or ideas?
  • (2017-06-07, v:0.0.55) Issues already...
    So I am trying to use this extension. 1st off - I don't see any way of downloading an extension for MacMail which is SUPER annoying. SO my only option is to use it directly with Gmail which would be fine except the extension keeps telling me that in order to use the 'read receipts' function of the app I have to 'finish set up of smart cloud' which takes me through a series of links and brings me back here. Really would like for at least 1 aspect of Salesforce and the related apps to go off without a hitch. At this point I'm going to recommend that no one get involved in this painful and expensive process.
  • (2017-05-11, v:0.0.55) Pranav Chaturvedi: Outlook + Mac + Gmail
    How do i use this for Outlook on Mac. I am using a Gmail account synced on Outlook. I can see this as an extension for Chrome only.

Statistics

Installs
3,628 history
Category
Rating
4.95 (20 votes)
Last update / version
2024-03-09 / 2402.0.0.1865
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