Supercharge your CRM with
Activity Capture

Unlock the full potential of your CRM with automated activity capture. Say goodbye to manual data entry and hello
to enhanced accuracy, efficiency, and productivity for your sales team.

See it in action

THE PROBLEM

The Problem with Manual CRM
Data Entry

Even the best sales teams can stumble when manual data entry creates bottlenecks, inaccuracies, and lost opportunities.

  • Incomplete or inaccurate data leads to missed opportunities.
  • Sales teams waste hours on admin tasks instead of closing deals.
  • Lack of visibility into customer interactions hinders strategic decisions.

THE SOLUTION

Automated Activity Capture

The answer to these challenges? A seamless solution that captures activities automatically, eliminating manual entry while boosting accuracy and efficiency.

  • Automatically logs emails, meetings, and tasks directly into your CRM.
  • Ensures accuracy, consistency, and real-time updates.
  • Frees up your sales team to focus on what they do best—selling.

Learn more

Key Benefits of Activity Capture for CRM

Transforming CRM Operations with Revenue Grid’s Activity Capture 360

Complete Visbility

Get a 360-degree view of all client interactions.

Time Savings

Eliminate hours spent on manual updates.

Accurate Forecasting

Use real-time data for better decision-making.

Streamlined Workflows

Integrates seamlessly with existing processes.

Learn more

Revenue Grid vs. Einstein Activity Capture

What sets Revenue Grid’s Activity
Capture 360 apart?

Not all activity capture tools are the same. Here’s why Revenue Grid’s Activity Capture 360 leads the way:

  • Custom Sync Settings
    Tailor data syncing to your unique business needs.
  • Unlimited Data Retention
    Keep historical data for as long as you need.
  • Zero CRM Burden
    No busywork for your sales reps—just smooth, automated integration.
  • Security First
    Benefit from private cloud deployment and industry-standard compliance.

Curious about how Revenue Grid’s Activity Capture 360 compares to
Einstein Activity Capture?

See a full comparison

REAL-WORLD CASE STUDY

How CAPIS transformed CRM
Efficiency with Revenue Grid

CAPIS, a leading institutional broker, faced challenges with incomplete CRM records, inconsistent data, and time-consuming manual updates. Using Revenue Grid’s Activity Capture and Sidebar features, they solved these issues by automating their processes and syncing Salesforce with Outlook.

The Challenges:

Prior to using Revenue Grid, the sales and client services teams manually updated Salesforce records, which created inefficiencies and inconsistencies, leading to poor data integrity and decision-making.

The Solution:

CAPIS needed a solution that would track everything from incoming emails to replies and conversations. By using Revenue Grid’s Activity Capture and Sidebar features, they are able to easily add contacts to Salesforce and update records without ever using Salesforce.

The Results:

Improved Team Visibility:
Managers could monitor activities to guide teams more effectively.

Enhanced Customer Follow-Ups:
Consistent data allowed them to stay on top of client interactions.

Time Savings:
Automated processes freed up hours weekly for more strategic efforts.

Streamlined Client Relationships:
With accurate records, they fostered stronger customer engagement.

Read the Slalom Case Study

How to Implement Activity Capture in Your CRM

Ready to transform your CRM with automated activity capture? Follow these steps:

Identify CRM Gaps:
Evaluate inefficiencies and pinpoint areas
where data is lacking.

 

Choose the Right Tool:
Prioritize features like automation, security,
and easy integration.

 

Set Up Custom Rules:
Ensure activity capture aligns with
your business workflows.

 

Train Your Team:
Provide onboarding to simplify adoption.

 

Monitor and Optimize:
Review performance and adjust settings
as needed.

“Automated activity capture takes the burden off your sales team, driving faster results with less effort.”

 

Get started today

Built for Security, Designed for Trust

Your CRM data should be protected, always. Revenue Grid prioritizes security with:

Customized to your needs

GDPR, CCPA, HIPAA, and other leading regulations.

ISO Certification

ISO 27001 and 27701 standards for maximum data protection.

Data Transparency

All information is securely encrypted and stored.

Learn more about our security standards

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

See Activity Capture in Action

Ready to experience how automated activity capture can transform your CRM system? Save time, boost productivity, and enhance
accuracy with Revenue Grid’s innovative solution.

Book a demo

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