Revenue Grid

If Agentforce taught me anything, it’s that anyone 𝘯𝘰𝘵 using AI in 2025 will be left behind. 👋 Hey, I’m Tara Pawlak, SVP of Marketing here at Revenue Grid, and I’m taking over the page to share my biggest takeaways from the Agentforce World Tour in NYC: 𝗔𝗜 𝗶𝘀 𝗼𝗻𝗹𝘆 𝘂𝘀𝗲𝗳𝘂𝗹 𝘄𝗶𝘁𝗵 𝗱𝗲𝗲𝗽 𝗱𝗮𝘁𝗮 You need to start with the most solid, comprehensive data set. Otherwise, the “insights” you get will be deeply flawed. 𝗔𝗜 𝗶𝘀𝗻’𝘁 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲—𝗶𝘁’𝘀 𝘁𝗵𝗲 𝗽𝗿𝗲𝘀𝗲𝗻𝘁 Now is the time to lean into AI. Most major brands are adopting this technology, and you should too. 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗔𝗜 𝘁𝗮𝗸𝗲𝘀 𝘁𝗶𝗺𝗲 (𝗮𝗻𝗱 𝗵𝗲𝗹𝗽) You have to teach your AI about your specific business needs, and using a vendor can speed up the process. How are you incorporating AI into your processes in the new year?

We’ve been having this recurring nightmare lately. It starts off at the top of a huge mountain, and we’re meticulously sifting through a pile of data. We’re so close to finding what we need when all of a sudden a dump truck drops a huge heap of data on top of us. We try to find the data we were looking at before, but it’s buried deep underneath the data that just got dropped. We find something interesting in the new pile and start analyzing it when another new heap lands on top. Then when we wake up, we look at our CRM and it’s just like our dream 😱 Long story short: If you keep accumulating data without ever having time to organize it, you’ll just wind up spinning your wheels. No human being can ever keep up with the amount of data that a sales team accumulates so there’s no point in trying to do it alone. This is the perfect time to bring in AI for an assist. AI can sync data from all your sources, keep it clean and organized, and alert your team on which data is the most relevant and impactful so they know what to do next.

Forecasting a little off this year? It makes sense. It’s tough to be totally honest about your pipeline health. But don’t worry. Here’s a holiday gift to help you get your forecasting back on track: Your 2024 Deals Wrapped 🎁

How does Santa know what everyone in the world wants under their tree? ✨ Holiday magic ✨ You don’t need to know how he does it. You just know he’ll get you the perfect gift. Well, that’s kind of what our Activity Capture 360 is like. Every sales interaction—emails, meetings, tasks, and more—is automatically logged in your CRM, giving you a complete record of how your team connects with clients. You’re in charge. Keep your data as long as you want, with unbeatable security and privacy every step of the way. It simplifies everything, pulling out the most important insights so your team always knows what’s happening with your prospects and customers. Just like Santa, your team knows exactly what everyone wants, making it easy to deliver amazing service every time.

As 2024 wraps, we're so appreciative of our community. We achieved so much this year—with launching AI Assistants being a top highlight for our team. Here are a few more highlights we're excited to share ⤵️ We're excited to see what 2025 brings ✨

The holidays are coming, and it’s time to update your RevOps wishlist. It’s not every day that people actually ask you what you want. Usually, you just get bombarded with endless requests. But your job can and should be more than putting out fires. If you could have one wish this holiday season, what would it be?

Doing nothing is a super risky move in the revenue world. So many sales teams maintain an attitude of, “If it ain’t broke, don’t fix it.” 😬 But failing to innovate will put your team at risk of becoming a relic. At this point in time, if you’re not automating Activity Capture, you’re going to get left in the past 👋 The two biggest risks of not implementing Activity Capture software: 📚Institutional knowledge isn’t captured anywhere. You don’t know what you don’t know. If you’re not capturing activities, your team holds all your data instead of your company. If someone leaves your company and takes their book of business with them, your team is up a creek without a paddle. Worst case scenario: You might have to start from scratch with those accounts or even lose business when deals inevitably lose momentum. 🤷 Actual impact is unknown. You won’t understand which activities are revenue-generating, which will impact your team and your business down the line. Ideally, you want your sales team focused only on efforts that impact revenue. When you start capturing all activities, you can accurately analyze patterns. But if you don’t capture activities, your sales team will be left spinning their wheels. As our Director of Key Accounts, Gene Gordieiev, says, “You can’t drive with your eyes closed.”

Born to sell 🤑 Forced to update the CRM 😭 Actually… good news. No, you don’t. Sales teams have been trapped in the grind, endlessly updating the CRM. But it hasn’t served them. That’s because CRMs rarely drive sales success. They’re simply a way to keep tabs on the sales team. Ultimately, they’re a time-consuming burden for everyone involved. Sounds like the kind of thing AI can take on, right? AI assistants are the future of sales. They work quietly in the background to seamlessly capture data, cleanse your pipeline, and deliver real-time actionable insights directly to your team. Salespeople are done with busy work. They can focus on what matters most—driving revenue.

CORPORATE TRAUMA DUMP! Hi, I’m Jen, I’m an AE, and I brought gummy bears. My corporate trauma is that one time I accidentally sent sensitive info to a client and got put on a PIP. Hi, I’m Eric, I’m an SDR, and I brought sour straws. My corporate trauma is that my calendar didn’t sync properly and my discovery calls got double booked. Hi, I’m Alexis, I’m a sales leader, and I brought lollipops. My corporate trauma is that every new idea I bring up to the C suite gets rejected. I’m told, “We’ve always done it this way” even though “this way” never works.

Capturing every activity is pretty much impossible without automation. But not all Activity Capture software is created equal. You need software that syncs everything you want (and nothing you don’t). Here are three reasons why we proudly recommend… well… ourselves.