About
Emerald Scientific is a leading distributor of testing and chromatography equipment for quality assurance laboratories. Based in San Luis Obispo, California, the company has grown rapidly since its founding in 2014.
Industry
Scientific Equipment & Laboratory Supplies Distribution
Challenges

Rapid growth created more manual work and less visibility

As Emerald Scientific grew, so did the volume of customer interactions and opportunities its team needed to manage across Salesforce and Google Workspace.

Customer activity and CRM updates were largely manual, taking time away from customers and leaving teams without a complete, up-to-date view of every opportunity.

This created three key challenges:

  • Too much manual CRM work taking time away from higher-value activities.
  • Incomplete customer context making it harder to understand previous interactions and next steps.
  • Limited pipeline visibility making it difficult for managers to identify where support was needed.

Emerald Scientific needed a more automated way to capture customer activity in Salesforce and give the team a reliable view of every relationship.

Solution

Automating customer activity and connecting every interaction

Emerald Scientific initially began looking for an email tracking solution that could integrate with Salesforce. Revenue Grid gave the team significantly more.

By connecting Salesforce with Google Workspace, Revenue Grid automatically captured customer and prospect activity and made that information available directly in the CRM.

The team gained:

  • Automated Salesforce Activity Capture
    Connects Salesforce and Google Workspace to automatically capture prospect and customer interactions, reducing manual data entry and keeping CRM records complete.
  • Book Me Scheduling
    Makes it easier for prospects and customers to book meetings without back-and-forth.
impact

More time with customers & faster-moving opportunities

Revenue Grid helped Emerald Scientific streamline its sales process by reducing manual CRM work and giving teams a clearer view of customer relationships and opportunities. With better visibility into every interaction and next step, teams could focus more on customers and keep deals moving forward.

Significant Time Savings
Reduce hours spent on manual CRM updates and administrative work.

Complete Customer Context
Teams gained a holistic view of each acquisition target, including interactions, relationship history, and next steps.

Faster Deal Cycles
Better visibility and fewer administrative delays helped customers move through the pipeline more efficiently.

More Proactive Management
Leaders could quickly identify opportunities that needed attention and step in before issues slowed progress.

From a management perspective, we can pop in and see where things may have been rough and step in to help smooth things out, which helps us all keep things moving in the right direction.

– Wes Burk, CEO, Emerald Scientific