Automate real-time data capture from all communication channels to get more pipeline, better sales engagement and grow revenue
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Financial Services Case Studies and Customer Success Stories with RevenueGrid Inbox
Capital Institutional Services (CAPIS)
- Financial Services
Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesfor...ce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.
Capital Institutional Services (CAPIS)
- Financial Services
Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesfor...ce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.
Revenue Grid helped Slalom stop revenue leaks and rebuild its sales model. The platform automated sales data capture and improved sales process visibility. Slalom used features like calendar sync, in...box sidebar, and sales engagement tools. The team grew its business by using Revenue Grid to manage sales activities and pipeline. This case shows how Revenue Grid supports sales teams in management consulting.
Revenue Grid helped Slalom stop revenue leaks and rebuild its sales model. The platform automated sales data capture and improved sales process visibility. Slalom used features like calendar sync, in...box sidebar, and sales engagement tools. The team grew its business by using Revenue Grid to manage sales activities and pipeline. This case shows how Revenue Grid supports sales teams in management consulting.
Insurance Case Studies and Customer Success Stories with RevenueGrid Inbox
full-service insurance brokerage firm
- Insurance
Revenue Grid helped a full-service insurance brokerage firm expand its business. The firm used Revenue Grid to improve sales processes and manage customer relationships. The solution provided tools f...or sales activity capture, calendar sync, and Salesforce integration. As a result, the brokerage firm was able to grow its business. The case highlights the benefits of using Revenue Grid for insurance companies.
Revenue Grid helped a full-service insurance brokerage firm expand its business. The firm used Revenue Grid to improve sales processes and manage customer relationships. The solution provided tools f...or sales activity capture, calendar sync, and Salesforce integration. As a result, the brokerage firm was able to grow its business. The case highlights the benefits of using Revenue Grid for insurance companies.
Legal Services Case Studies and Customer Success Stories with RevenueGrid Inbox
Morgan and Morgan
- Legal Services
Morgan and Morgan used Revenue Grid to improve their sales engagement. The law firm increased its caseload by 15-20%. They also optimized CRM usage and adoption. Revenue Grid helped them work faster ...and manage more cases. This led to better results for their business.
Morgan and Morgan used Revenue Grid to improve their sales engagement. The law firm increased its caseload by 15-20%. They also optimized CRM usage and adoption. Revenue Grid helped them work faster ...and manage more cases. This led to better results for their business.
Banking Case Studies and Customer Success Stories with RevenueGrid Inbox
Commercial Bank
- Banking
Revenue Grid helped a multi-billion dollar commercial bank improve customer relationships. The bank used Revenue Grid to enhance its sales and customer engagement processes. The solution provided bet...ter integration between Salesforce and email, automated data capture, and improved pipeline visibility. As a result, the bank strengthened its connections with customers and streamlined its sales operations.
Revenue Grid helped a multi-billion dollar commercial bank improve customer relationships. The bank used Revenue Grid to enhance its sales and customer engagement processes. The solution provided bet...ter integration between Salesforce and email, automated data capture, and improved pipeline visibility. As a result, the bank strengthened its connections with customers and streamlined its sales operations.
Consumer Goods Case Studies and Customer Success Stories with RevenueGrid Inbox
Emerald Scientific
- Consumer Goods
Revenue Grid helped Emerald Scientific automate sales activity capture and integrate Salesforce with Google Workspace. The team saved many hours each week by reducing manual data entry. They gained a... full view of every acquisition target and improved pipeline visibility. Deal cycles became shorter, and sales leaders could manage teams more effectively. Emerald Scientific saw faster deal closures and better revenue growth.
Revenue Grid helped Emerald Scientific automate sales activity capture and integrate Salesforce with Google Workspace. The team saved many hours each week by reducing manual data entry. They gained a... full view of every acquisition target and improved pipeline visibility. Deal cycles became shorter, and sales leaders could manage teams more effectively. Emerald Scientific saw faster deal closures and better revenue growth.
Rand Simulation
- Information Technology And Services
Revenue Grid helped Rand Simulation automate sales activity capture and improve CRM integration. Rand Simulation wanted to fix low lead-to-SQL conversions and missed opportunities. Revenue Grid provi...ded sales sequences, 360-degree analytics, and daily revenue signals. Rand Simulation saw a 25% increase in new logo pipeline and a 10% rise in new logo business in 12 months. Sales rep performance and sales efficiency improved.
Rand Simulation
- Information Technology And Services
Revenue Grid helped Rand Simulation automate sales activity capture and improve CRM integration. Rand Simulation wanted to fix low lead-to-SQL conversions and missed opportunities. Revenue Grid provi...ded sales sequences, 360-degree analytics, and daily revenue signals. Rand Simulation saw a 25% increase in new logo pipeline and a 10% rise in new logo business in 12 months. Sales rep performance and sales efficiency improved.
Human Resources Case Studies and Customer Success Stories with RevenueGrid Inbox
Recruitment
- Human Resources
Revenue Grid helped a recruiter stand out from the competition with unique messaging. The recruiter used personalized automated emails to reach candidates. This approach made their communication diff...erent from others. The solution improved their ability to connect with potential hires. The case highlights how Revenue Grid supports recruitment with email automation.
Revenue Grid helped a recruiter stand out from the competition with unique messaging. The recruiter used personalized automated emails to reach candidates. This approach made their communication diff...erent from others. The solution improved their ability to connect with potential hires. The case highlights how Revenue Grid supports recruitment with email automation.
