RECOGNITION:

• G2: Ranked in Best Sales Software, Best Revenue Operations Software and other nominations
• Recognized in mid-size player market presence segment in "Now Tech: Sales Engagement Solutions, Q2 2022" by Forrester
• Named a Contender in “The Forrester Wave™: Revenue Operations and Intelligence, Q1, 2022.”
• Reviewed as Representative Vendor in "2021 Gartner® Market Guide for Revenue Intelligence Platforms"

BUSINESS CHALLENGE / SOLUTION:

• Sales managers want to increase sales reps’ productivity. Revenue Inbox frees sales reps from manual CRM data entry, captures and saves 100% of customer-related data to CRM automatically and syncs CRM & Email Calendars
• Sales ops want to see the true state of each reps’ forecasted pipeline. Revenue Inbox completes CRM data with automatically captured activities and helps to identify reps with inaccurate pipeline forecasts and show how much of the forecasted pipeline is unlikely to close
• Sales reps want to have rich contextual information when communicating with prospects. Revenue Inbox sidebar gives reps complete visibility into the customer, deals and past activities to properly shape the communication

SYNC ENGINE:

Revenue Inbox is a one-stop-shop for Outlook Salesforce integration that actually works. It automatically captures all customer communications and sales activities like emails, meetings, contacts, and tasks between your Salesforce and Outlook, always keeping your CRM data complete and up to date. Unlike Salesforce Inbox, it is fully customizable and allows you to match your unique workflows. Revenue Inbox also auto-creates leads from your inbox or calendar, auto-links records, multi-matches data and syncs your calendars better.

SIDEBAR:

Inbox Sidebar, included in Revenue Inbox allows you to work with all your Salesforce data without leaving Outlook at all. Tailor exact Salesforce objects and fields, including custom ones that you want to access from the sidebar, without any limitations. Search through all Salesforce data to get a better context against all emails and calendar events at any time, directly from your inbox.

33% MORE RELEVANT CRM DATA:

• Bi-directionally syncing emails, calendars, contacts, tasks and attachments between Outlook and Salesforce
• Works in full auto, 2- or 1-way, or rule-based modes
• Highly configurable

23% PRODUCTIVITY TIME BOOST:

• Working with all the contact related CRM data directly from Outlook / Gmail sidebar
• Auto-create Salesforce leads, opportunities, tasks and custom objects
• Highly customizable drag-and-drop layout

ENTERPRISE ORIENTED:

• Secure and stable - GDPR, ISO, on-premises deployments
• Great support and full onboarding assistance
• Supports desktop, cloud, mobile and all Exchange versions
• Huge integrations portfolio
• 10 years on the market

MICROSOFT TECHNOLOGY INTEGRATION:

• Natively integrates with Office 365 / Microsoft Graph
• Supports Azure AD MFA
• Built on Microsoft Azure PaaS modules