CRX id
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Description from extension meta
Revenue Grid brings the power of Salesforce and Chatter to your mailbox.
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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.