The Revenue Grid Email Integration is a powerful, yet easy-to-use plugin that integrates your Outlook/Gmail data with Salesforce. It’s a solution which unifies business processes, not only data.
What does it do?
- Two-way synchronization of meeting attendees and appointments
- Delegate permissions to calendar and manage your booking page
- Insert Salesforce fields into event descriptions
- Gather insights on every email
- Customize what Salesforce objects and fields you see
- Capture and save 100% of customer-related data to Salesforce automatically
- Access and use complete Salesforce data directly from the inbox
- Schedule meetings easily using time slots and sharing the availability as a link
- Customize quick actions; imports and migrates as well as limit user access to these options
- Deploy the integration in your cloud, private server or on premises
- Native mobile extension available that works within the Outlook mobile app (iOS or Android)
For more information, follow this link.
How does it work with AdvoLogix?
The Revenue Grid Email Integration comes as part of the AdvoLogix Matter Management package and integrates flawlessly with the Salesforce platform. If you are interested in purchasing the Revenue Grid Email Integration, please contact your AdvoLogix account manager.
Getting Started with Revenue Grid
- Prerequisites for Enabling Advanced Calendar Synchronization (Recurring Events Syncing & Events Deduplication)
- RG Managed Package & Salesforce Visual Components Setup
- Set Up the (RG) Chrome Extension for Salesforce & Gmail
- RGES (Revenue Grid Email Sidebar) Activities Synchronization Settings
- Choose What to Downsync from Salesforce to Your Mail Client
- RGES Customization Settings
- Revenue Grid Video Guides