First, what is Activity Capture?
Its the act of taking communication data such as email, calendar events, and contacts and adding them to your CRM.
CRM is your system of record and in the best of all worlds you really want to maintain a healthy CRM so you know about your customers and what is going on with them.Salesforce has a variety of tools to deal with this including: Salesforce Chrome Extension, Salesforce Outlook Extension, Salesforce Inbox, Salesforce BCC, Salesforce Sync and Einstein Activity Capture.
All of them except for Einstein Activity Capture are designed so that the Salesrep must take additional action to log this activity.
For example, in order to log an email to your Salesforce, these extensions will require the rep to click “Send and log” vs just “Send” when sending an email.
This requires an additional step and unless you use this consistently will only capture a subset of your communications.
First, what is Activity Capture?
Its the act of taking communication data such as email, calendar events, and contacts and adding them to your CRM.
CRM is your system of record and in the best of all worlds you really want to maintain a healthy CRM so you know about your customers and what is going on with them.Salesforce has a variety of tools to deal with this including: Salesforce Chrome Extension, Salesforce Outlook Extension, Salesforce Inbox, Salesforce BCC, Salesforce Sync and Einstein Activity Capture.
All of them except for Einstein Activity Capture are designed so that the Salesrep must take additional action to log this activity.
For example, in order to log an email to your Salesforce, these extensions will require the rep to click “Send and log” vs just “Send” when sending an email.
This requires an additional step and unless you use this consistently will only capture a subset of your communications.