For SHJ Wealth Advisors, keeping Salesforce up to date with client communications was critical. The team needed emails to be accurately reflected in Salesforce so advisors could rely on it as a complete record of client activity.
Because Salesforce relied on a single email field, messages tied to secondary addresses often required manual work to identify and log.
The firm initially used another provider (Cirrus Insights) to solve the problem, but reliability became a major concern. Emails could appear to be logged when they were not actually in Salesforce, while others were missed entirely. This resulted in gaps in client communication history, additional manual CRM work, and less confidence in activity data.
Revenue Grid gave SHJ Wealth Advisors a more dependable way to capture and sync email activity into Salesforce, including communications associated with multiple email fields.
Instead of checking whether messages had synced correctly or manually finding emails connected to secondary addresses, the team could rely on Revenue Grid to handle the process automatically.
Revenue Grid gave us that solution so that it would log multiple email fields automatically versus us trying to find those ones that didn’t live in the primary email field and doing it manually with Salesforce.
More Complete Client Record
By automatically capturing emails across multiple client addresses, SHJ Wealth Advisors maintains a more complete Salesforce history, giving the team a reliable view of each relationship and reducing missed interactions.
More Time for Client-Facing Work & Less Operational Friction
Revenue Grid reduces manual CRM work, troubleshooting, and data gaps, giving the team more time to focus on clients and manage relationships.
Greater Confidence in Salesforce Data
Reliable synchronization means the team can trust that client activity is captured correctly in Salesforce. Compared with their previous provider, Revenue Grid gives SHJ Wealth Advisors greater confidence in the completeness of their CRM data.
The majority of our team relies on Revenue Grid solely to do it without them double checking. I looked for someone who was a preferred partner with Salesforce. The product does exactly what we needed it to do, it’s very reliable, and we haven’t had any of those problems with Revenue Grid. Your service team is very quick to get back with us and try to help with a solution.
