Revenue Grid

CRM data should drive decisions, not require constant cleanup. Yet manual updates, selective sync, and rigid linking logic still leave CRM incomplete and difficult to trust. We’re introducing Intelligent Linking & Updating, along with an upgraded Knowledge Lake. ✨ Update CRM directly from your workflow  Link activities with contextual precision when rules fall short  Surface cleaner, structured, decision-ready insights The result: less manual correction, fewer blind spots, and more reliable insights throughout the revenue workflow.   🔗  Read the full product release, link in the comments. 

What actually belongs in the CRM is a bigger question than it seems. Capture too little and you lose context. Capture everything and the system becomes noise. Join us on March 10 as we unpack this challenge and share how revenue teams are thinking about it. ➡️ https://bit.ly/40wsWnV

Gartner released its first Magic Quadrant for Revenue Action Orchestration, RAO. Revenue Grid is one of the few global vendors included. That matters because it reflects a broader shift in how revenue teams operate, from reporting on activity to acting on relationship risk. For years, engagement, analysis, and execution lived in separate tools, connected by manual work. Now expectations are different and insight alone isn’t enough. Data and AI need to surface risk early and help teams act before deals quietly slip. That’s where relationship context becomes critical, not just tracking activity, but noticing when engagement shifts across the buying group. We’ll unpack what this shift really means in our upcoming webinar, starting with why traditional CRM views miss early relationship signals and what teams can do differently without rebuilding their stack. 🔗Registration link in the comments.

Most revenue teams don’t have a meeting problem. They have a visibility problem. As teams scale, that gap gets expensive 💸 Conversations happen. Insights get lost. Performance becomes harder to measure. With our February Meetings Assistance release, we’re doubling down on two things: 👉 More accurate knowledge capture 👉 Clearer performance visibility What’s new: ✔️ Deeper conversation analytics across reps and teams ✔️ Native Zoom & Microsoft Teams capture for more reliable recordings ✔️ Voice-driven meeting documentation that turns spoken notes into structured records Because meetings shouldn’t disappear after they end. They should turn into measurable insights. 🔗 The full release breakdown is in the comments.

Most teams don’t struggle with a lack of 𝗖𝗥𝗠 𝗱𝗮𝘁𝗮.  They struggle to understand what that data is really telling them.    Emails, meetings, notes, and the rest are all logged.  Dashboards look complete. Pipelines look healthy.    𝗔𝗻𝗱 𝘆𝗲𝘁, 𝗱𝗲𝗮𝗹𝘀 𝘀𝘁𝗶𝗹𝗹 𝘀𝗹𝗼𝘄 𝗱𝗼𝘄𝗻 𝗼𝗿 𝗳𝗮𝗹𝗹 𝗮𝗽𝗮𝗿𝘁.   Not because activity disappears, but because relationship signals change quietly, across tone, timing, and engagement, long before numbers move.    Join Vlad Voskresensky and Robert Kramer on March 10th, for a live webinar where we’ll dig into why traditional CRM views miss these early signals and how teams can spot relationship risk sooner, using the data they already have. 🔗Registration Link in comments

Last week, the Revenue Grid team was in NYC 🗽, spending time with partners, customers, and colleagues across the Salesforce ecosystem.   What stood out most were the conversations — open, thoughtful, and focused — on the real, day-to-day challenges teams face when building trust and working with relationship data in practice.   Being in the room, listening closely, and exchanging perspectives helped set the tone for the year ahead and reinforced the value of staying close to the people doing the work.   We’re grateful for the time, the openness, and the shared momentum coming out of these meetings. 2026 is just getting started, and it already feels like the right way to begin. 🚀 Eric Holmen, Robert Kramer, Anastasia Polishchuk, Sammie Cooper 🙌

Scaling sales teams means more reps, more activity, and more complexity, 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘵𝘩𝘦 𝘭𝘶𝘹𝘶𝘳𝘺 𝘰𝘧 𝘴𝘭𝘰𝘸𝘪𝘯𝘨 𝘥𝘰𝘸𝘯. 𝗜𝗻 𝟐𝟎𝟐𝟓, we spent a lot of time strengthening the 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻, 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, 𝘀𝗰𝗮𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆, and 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲 so we can drive meaningful changes much faster for Sales Leaders and RevOps teams, 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘢𝘥𝘥𝘪𝘯𝘨 𝘧𝘳𝘪𝘤𝘵𝘪𝘰𝘯. 𝟐𝟎𝟐𝟓 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗖𝗮𝗽𝘁𝘂𝗿𝗲 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: • Round-robin scheduling for fair, automated activity distribution • Configuration presets to standardize settings at scale • Mass provisioning for faster onboarding • Centralized sidebar management • Major performance improvements for complex Salesforce environments • Advanced access control for enterprise governance 𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝘁𝗲𝗮𝗺𝘀 𝘁𝗵𝗮𝘁 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 — 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝗰𝗼𝗻𝘁𝗿𝗼𝗹. See more in comments 👇

Wishing you a strong finish to the year and an even stronger start to the next. Hope you unplug, refresh, and come back ready to win. 🎄𝗛𝗮𝗽𝗽𝘆 𝗛𝗼𝗹𝗶𝗱𝗮𝘆𝘀 from Revenue Grid.

Scheduling shouldn’t be a separate workflow. Yet in most orgs, sharing availability still means jumping between Salesforce, email, and third-party tools — adding friction right where speed matters most: follow-up. Today we’re releasing Revenue Grid Scheduling in Salesforce (and via API): 📆 Share availability with BookMe Scheduling Links and Time Slots directly from Salesforce or custom workflows  📆 Reduce tool switching and keep reps in one motion  📆 Consolidate scheduling tools without sacrificing flexibility If scheduling sits at the center of your sales workflow, it should live where the work happens. 🔗 Link in comments 👇