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What is Activity Capture and Why Your
Business Needs It

Discover how activity capture can transform your business operations, streamline workflows, and improve
customer relationships. Learn why your business can’t afford to ignore this powerful tool.

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BACKGROUND

What is Activity Capture for
business?

Activity capture is the automated logging of every sales interaction like emails, meetings and tasks between your team and clients. For business, this means no more manual data entry—everything is captured and updated in your CRM automatically.

THE CHALLENGE

Why does your business need
Actvity Capture?

Without Activity Capture, businesses rely on manual data entry. This leads to gaps in information, lost communication history, and time wasted by your team.

Once you automate this process, you capture all critical interactions, creating a more accurate and complete record of customer relationships.

Key features of Activity Capture for business

Automated data collection

Emails, calendar events, and meetings are logged without manual input.

Real-time sync

All data is synced instantly with your CRM, ensuring everything is always up-to-date.

Complete visbility

You get a 360-degree view of customer interactions and team activities, leading to better decision-making.

Learn more

SOLUTION

Why choose Revenue Grid?

Many tools can capture activity, but Revenue Grid’s Activity Capture 360 goes further.

It offers: 

  • Unlimited Data Retention
    Unlike some other tools, with Revenue Grid, you own your data and can keep it forever.
  • More Accurate Data
    We capture everything—from emails and calls to meetings and tasks—ensuring nothing is missed.
  • Custom Sync Rules
    You choose what data is synced, providing full control over your CRM’s data quality

See a full comparison

HOW IT WORKS

Integrating Data Capture across platforms

Revenue Grid’s Activity Capture seamlessly integrates with your existing tools like Salesforce, Outlook, and Gmail.

Here’s how it works:  

  • Syncing Email and Calendar Events:
    All communication and meeting data in your is automatically logged in your CRM.
  • Complete Customer Profiles:
    Build more comprehensive customer profiles with full communication histories.
  • Accurate CRM Updates:
    No manual input means fewer errors and more reliable data.

See a full comparison

CASE STUDY

How Activity Capture improved Slalom’s sales efficiency

Slalom, a global consulting firm, faced several challenges when it came to managing contact data and scheduling meetings

The Challenges:

  • Contact Data Stuck in Outlook: Slalom lacked visibility into relationships and couldn’t effectively plan accounts.
  • Not Enough Sales Meetings: Setting up meetings was a time-consuming process.

The Solution:

  • Using Revenue Grid’s Activity Capture, Slalom automatically synced unsaved contacts from Outlook to Salesforce, improving contact visibility.
  • The scheduling process was automated, allowing the sales team to serve 2.5x more contacts.

The Challenges:

3x increase in auto-created contacts

80% reduction in time spent scheduling meetings

Read the Slalom Case Study

Why Activity Capture is critical for your
Business

Customized to your needs

Customize every aspect. Choose what to track, how to sync, and build the system that works for your team.

Accurate forecasting

With a holistic view of data in your CRM, you can make more accurate predictions.

Better visibility

Leadership has a clear view of all customer interactions and team activities, leading to better decision making.

Stronger team collaboration

Enhance alignment with shared visibility into client interactions and sales progress, so that everyone is informed and connected.

Improved team management

Equip leaders with the insights to address challenges early, ensuring smooth operations and consistent progress.

Accelerate deal closures

Move customers through the sales pipeline faster, leading to quicker deal closures.

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Businesses that fail to capture their customer
interactions accurately risk falling behind.
With Revenue Grid, you can:

Boost CRM accuracy
and quality

Clean, accurate data means better insights, better
decisions, and fewer mistakes.

Increase team efficiency
and productivity

Less time on manual entry, more time closing deals and
building relationships.

Gain full visibility across
sales and operations

Empower leadership with a clear view of every interaction,
enabling strategic decisions that drive growth.

We use Revenue Grid to connect Outlook activity into Salesforce. It does this so well, making it really easy to capture essential contact and event information.

Revenue Grid allows me to work much more efficiently by capturing all my Outlook correspondence, meetings, etc. in Salesforce. This saves so much time and makes it easy for me to capture important information about clients and prospects.

– Andrew M., Partnership Manager

Leave the sales guessing game behind and help
your team win more.

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