Fullcast Plan vs RevenueGrid

Fullcast Plan is a web-based revenue platform for territory planning, quota planning, and scenario planning. It supports complex territory models using multiple metrics and KPIs, with Fullcast saying plans can be created in as little as 30 minutes. Forecast dimensions include workload, ratio, potential, budget, and funnel conversion, alongside financial forecasting and scenario planning. Fullcast says new plans and adjustments can be deployed within 30 days. Its Salesforce integration synchronizes data in both directions, including custom fields and objects, and can update account ownership, territory details, account teams, and quotas. Routing covers leads, accounts, and opportunities with SLA-based logic, holdouts, rules, and audit logs. Listed integrations also include ServiceNow, Microsoft Dynamics, Workday, Microsoft SQL Server, Azure storage and database services, and AWS services. Security information includes SOC 2 and GDPR compliance, encryption at every stage, record-level permissions, role-based access, multi-factor authentication, audit trails, SIEM integrations, and data model change history. Pricing is on request, and there is no free plan.

RevenueGrid is a revenue intelligence platform that captures customer interactions and synchronizes them with a CRM. It collects emails, meetings, contacts and documents to show customer relationships, and is native to Salesforce for real-time integration and reporting. Activity Capture 360 provides automated and historical activity capture, an inbox and calendar sidebar in Salesforce, and online scheduling. Knowledge Capture adds AI chat and search across sales data, a revenue-grade data lake and record assistance. Revenue Grid Ultimate includes pipeline tools, forecasting, team analytics, deal guidance, sales cadences, meeting assistance and AI assistants. It integrates with Salesforce, Siebel, Zoom, GoToMeeting, 360 SMS App, Dropbox, Google Drive, SharePoint and Box. Deployment options are cloud, private cloud and on-premises, including EU data residency. It runs on Android, iOS, macOS, Windows and web, with extension and self-hosted options. Activity Capture 360 costs $30 a month billed user/month; Knowledge Capture costs $49 a month billed user/month; Revenue Grid Ultimate costs $149 a month billed user/month. A free trial is available; there is no free plan.