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.

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.

The Close-up How Revenue Grid Solves Frank’s Challenges See how a director of global tech strategy and innovation uses Revenue Grid to deliver innovative Secure Customer Data solutions that increase productivity for internal teams and have tangible value for customers. International Banc, Inc. deployed private servers ensuring complete security of customer data. Revenue Grid does not store any data and is compliant with international data privacy regulations like Privacy Shield Framework, GDPR, SOC 2, and more. No Conflicting Appointments Employees now use Lightning Scheduler Adapter to check real- time availability in both Salesforce and Outlook calendars automatically. FRANK FOREMAN Head of CRM Automatic Data Capture Director of Global Tech Strategy & Innovation at International Banc Inc. All business-related data from Inbox and Calendar to Salesforce is Frank needs to use technology to help the company reach strategic business goals faster. now captured in a secure way. This saves 10 hours per week per Frank must find, design the architecture of, and implement technology that will help the company employee, and makes Salesforce data approximately 33% fuller. streamline processes and remove or automate manual work. He also needs to convince upper Salesforce adoption is expected to increase by about 24%. management to invest in technology, advocating in favor of spending on the best solutions. His Goals: His Challenges: Build Better Reports - Make sure that solutions keep customer - Company policies do not allow customer International Banc, Inc reports in Salesforce are now based on data secure. data to be stored on third-party servers that might compromise data’s integrity. accurate and complete data. - Ensure that processes and routines are aligned between different teams. - Conflicting appointments lead to confusion and inefficiencies. - Streamline processes and remove or automate manual and routine work. - Different teams like sales and marketing need robust data analytics and strategy - Keep Salesforce adoption rates high development. and give different teams access to LEARN MORE ABOUT REVENUE GRID robust data visualizations. - Accurate reporting that is supported on-premises or private server deployment is needed for strategy development.