Industry Ebook - Revenue Grid

Here’s how Revenue Grid can help financial services customers like you. FINANCIAL SERVICES Capture. In Real Life Automatically populate emails, contacts, tasks, attachments, and calendar events into your CRM. Synchronize. Sync up Salesforce, Outlook, and Gmail calendars so you can easily schedule meetings in real time with availability sharing. Access. Easily edit complete Salesforce data directly from an inbox sidebar. Customize. See how our partner Revenue Grid tackles Determine how you would like to integrate your challenges in the financial services industry. data sources according to your specific use cases and needs. From big-picture problems, to the specific needs of a director of global tech strategy and innovation at a large financial Secure. institution, Revenue Grid has you covered. Keep your customers’ data secure — without Revenue Grid keeps your Salesforce instance up to date and any personally identifiable information — with lets you synchronize emails, meetings, and tasks between on-premises or private cloud deployment. your CRM and Office 365, Outlook, and Gmail. Keep reading to learn more about securely syncing calendars and email data. Learn how Revenue Grid helps a head of CRM reach strategic goals fast.