Why Revenue Grid is a better alternative to Einstein Activity Capture

Revenue Grid automatically captures emails and calendar events to
Salesforce and stores all the data directly in CRM, ensuring maximum data
security and full analytics

alternative to Einstein Activity Capture

Reasons to choose Revenue Grid over
Einstein Activity Capture

Own your data

Einstein Activity Capture stores sales activity data on third-party databases. Revenue Grid never stores the data it syncs and only sends it directly to your Salesforce.

Plus, with custom deployments like on-premise and private cloud, your data and your clients’ data never needs to leave your organization.

einstein activity capture salesforce

einstein activity capture vs revenue grid

Control your data

Einstein Activity Capture doesn’t give a possibility to choose what data to store and what not to. Users cannot delete emails from Einstein Activity Capture, and once you decide to migrate from it all data is lost forever.

With Revenue Grid, data can be synced based on allowlists, denylists, and custom rules, and sensitive personal data never ends up in Salesforce. If you choose to migrate, your data will stay in Salesforce

Ensure security of customer PII data

Cannot control how Einstein Activity Capture utilizes and stores your personal data? Revenue Grid doesn’t store your Saleforce or personal data, only acts as a means of transfer.

Unlike Einstein Activity Capture, Revenue Grid offers full encryption for all data passed to Salesforce. Microsoft Graph Security API is also supported for companies that need full protection of specific data. In addition, admins can honor customers’ requests to exclude their personal data from factoring into machine learning models immediately.

Get accurate reporting in SFDC

Activities captured by EAC cannot be reported on by standard Salesforce reports. That means you will not be able to build accurate reports in Salesforce based on data in EAC.

Unlike EAC, Revenue Grid captures and saves data to Salesforce. It is completely reportable in SFDC, and you will be able to build reports for important metrics like customer engagement, sales activity, and communication data.

einstein activity capture - revenue grid

What can Revenue Inbox do
that Einstein Activity Capture won’t?

Custom objects
Reporting in SFDC
Activities in the API
Two-way sync
Attachments
Recurring events
Event reminders
Migration
Data privacy
Opportunities
Records retention
Customer support

  • Emails, calendar events, and anything else can be synced to your custom objects in Salesforce
  • The SFDC reports you already use will continue working as usual
  • Activities are available in the Salesforce API for triggers, automations, and Apex process-builder
  • Changes made in Salesforce calendar are reflected in your Outlook or Google calendar, and vice versa
  • Email attachments are captured and saved in Salesforce however you need
  • Recurring events synced from Calendar are stored as recurring events in Salesforce
  • Event reminders are automatically generated for all captured events
  • All of the activities captured by Revenue Grid are kept in Salesforce
  • Revenue Grid doesn’t store any customer PII data
  • Any email to Lead/Contact in SFDC will be attached to the proper Opportunity it should be associated with
  • The period of virtual records retention within the system is unlimited
  • Premium support included as part of subscription (24/7 automated monitoring, warning alerts. reviews and diagnostics by engineers)

  • Automatic sync to custom objects not supported
  • Standard Salesforce reports cannot be built on data captured by Einstein
  • Activities are not available in the API
  • Events are only captured, changes made in Salesforce are not reflected in Outlook or Google Calendar
  • Attachments are not captured or saved to Salesforce
  • Recurring events create a series of unrelated single events, visibile only in the Activities list
  • Event reminders aren’t generated for captured events
  • All of the activities captured by Einstein Activity Capture are not displayed in Salesforce
  • EAC stores customer data on AWS third-party servers
  • All emails to Leads/Contacts in SFDC will be attached to every single Opportunity where Leads/Contacts are listed
  • The virtual records are retained for a maximum of 24 months or as little as 6 months
  • Premium support options are not included in subscription – the cost is 30%+ on top of subscription
vs

What can Revenue Inbox do
that Einstein Activity Capture won’t?

vs

Custom objects
  • Emails, calendar events, and anything else can be synced to your custom objects in Salesforce
  • Automatic sync to custom objects not supported​
Reporting in SFDC
  • The SFDC reports you already use will continue working as usual
  • Standard Salesforce reports cannot be built on data captured by Einstein
Activities in the API
  • Activities are available in the Salesforce API for triggers, automations, and Apex process-builder
  • Activities are not available in the API
Two-way sync
  • Changes made in Salesforce calendar are reflected in your Outlook or Google calendar, and vice versa
  • Events are only captured, changes made in Salesforce are not reflected in Outlook or Google Calendar
Attachments
  • Email attachments are captured and saved in Salesforce however you need
  • Attachments are not captured or saved to Salesforce
Recurring events
  • Recurring events synced from Calendar are stored as recurring events in Salesforce
  • Recurring events create a series of unrelated single events, visibile only in the Activities list
Event reminders
  • Event reminders are automatically generated for all captured events
  • Event reminders aren’t generated for captured events
Migration
  • All of the activities captured by Revenue Grid are kept in Salesforce
  • All of the activities captured by Einstein Activity Capture are not displayed in Salesforce
Data privacy
  • Revenue Grid doesn’t store any customer PII data
  • EAC stores customer data on AWS third-party servers
Opportunities
  • Any email to Lead/Contact in SFDC will be attached to the proper Opportunity it should be associated with
  • All emails to Leads/Contacts in SFDC will be attached to every single Opportunity where Leads/Contacts are listed
Records retention
  • The period of virtual records retention within the system is unlimited
  • The virtual records are retained for a maximum of 24 months or as little as 6 months
Customer support
  • Premium support included as part of subscription (24/7 automated monitoring, warning alerts. reviews and diagnostics by engineers)
  • Premium support options are not included in subscription – the cost is 30%+ on top of subscription

Revenue Grid is enterprise-ready

More freedom, flexibility or peace of mind? We’ve got you covered

  • Free implementation and support
  • Customization and flexibility
  • Enterprise training and consulting
  • Custom object and rule support
  • Custom deployment options
  • No third-party data storage

It shows!

Sellers love Revenue Grid

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