How CAPIS Doubles Client Activity with Revenue Grid

Manual CRM updates created incomplete data and inefficient workflows

CAPIS uses Salesforce to manage client engagement and sales activity, while its teams rely on Outlook for day-to-day communication. Before Revenue Grid, sales and client services employees manually entered activities and updated Salesforce records.

This created several challenges:

• Too much manual CRM work taking time away from client engagement.
• Inconsistent Salesforce data making it harder to maintain an accurate view of customer activity.
• Limited team visibility preventing sales leadership from easily understanding how teams were engaging with clients.
• Missed follow-up opportunities when activity was not captured consistently.

CAPIS needed a way to connect Outlook and Salesforce without requiring its teams to change how they worked.

Automatically capturing every client interaction

CAPIS needed a solution that could capture everything from incoming emails to replies and ongoing conversations and keep Salesforce continuously updated.

Revenue Grid provided that connection between Outlook and Salesforce.

Using Activity Capture and the Revenue Grid Sidebar, CAPIS employees could automatically capture communications, add contacts, and update Salesforce records directly from Outlook.

Twice the client activity, with less manual work

CAPIS operates a relationship-driven business, making the frequency and quality of client engagement a critical measure of performance.

With Revenue Grid automatically capturing activities and keeping Salesforce updated, the team could spend less time on CRM administration and more time engaging with clients.

As a result, CAPIS doubled its client activity while materially improving client communications.

2× Client Activity
Better activity capture and follow-up helped CAPIS double client engagement.

More Efficient Communication
Outlook and Salesforce stayed connected, giving teams an easier way to manage customer communications.

More Accurate CRM Data
Automatic activity capture kept Salesforce more complete and up to date without relying on manual updates.

Better Team Visibility
Sales leadership gained visibility into team activity, making it easier to understand client coverage and manage performance.

More Time for Clients
Less manual CRM work allowed sales and client services teams to spend more time building customer relationships.

I value the ease of use. I don’t have to ask my sales team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.

– David Choate, Chief Operating Officer, CAPIS