The Big Picture Revenue Grid is designed specifically for companies in the Conflict-Free financial sector to securely sync and share email and calendars Scheduling The Challenge: Conflicting events get across Outlook, Gmail, and Salesforce. scheduled because calendars aren’t automatically cross-checked. Users need an innovative solution to solve for this. The Solution: Revenue Grid checks Security First real-time availability in both Salesforce The Challenge: Banking and financial and Outlook calendars to eliminate sector companies usually have very strict conflicting appointments. Booked information security policies. They often meetings will appear in both require data to be stored only on-premises Salesforce and or using private servers, which are not Outlook calendars. supported by native solutions. The Solution: Revenue Grid fully supports on-premises deployments or any other single tenant configurations. Automated Data Capturing Data Accessibility The Challenge: Companies in the financial sector seek to streamline processes and The Challenge: Financial services organizations customize data capture to Salesforce with the need to ensure that different teams have help of technology and innovation. access to robust data visualizations, including The Solution: Revenue Grid’s data capture is reports with complete data. designed for enterprises. With automatic data The Solution: Revenue Grid automatically capture, companies can sync contacts, tasks, captures all business-related data and files, emails, and calendar items to Salesforce allows users to build accurate reports. from mail and calendars.