The CRM issue: sales reps are not entering the data

Companies that know how to make the most of their data will be the most successful in the future. This applies equally to marketing and sales departments. Unfortunately, CRM suffers from a lack of user adoption. Less than 20% of sales activities are recorded in CRM (Source: Salesforce). Contacts, emails, meetings and even phone calls rarely make it into CRM, and thousands of pieces of business information lie dormant in the daily tools (Outlook, Gmail) of sales teams.

As traditional solutions (sidebars, extensions…) have shown their limits in terms of adoption and efficiency, one of the priorities of sales management today is to move towards complete automation, to free teams from data entry constraints once and for all, and ensure they have reliable and complete data in their CRM.

The 5 most important limitations of Einstein Activity Capture (EAC)

Einstein Activity Capture, Salesforce’s latest synchronization solution. Behind the promises of Einstein Activity Capture lie several limitations of which you need to be aware.

1/ Data is not stored in Salesforce

Email data collected by EAS is NOT physically stored but displayed in your Salesforce Org. It’s stored on a separate AWS server that you don’t have access to in the USA. This is problematic in relation to your RGPD compliance issues.

2/ Data cannot be queried for standard Salesforce reports

Einstein Activity Capture integrates its own dashboards based on the elements collected. As email data isn’t physically stored in Salesforce, it isn’t considered a standard object and can’t be fed into your standard reports. If you want the activities captured by EAC to be accessible in your standard reports, you need to invest in Activity 360.

3/ No modification or deletion by users

Users cannot modify or delete e-mails collected by EAC. Only the Salesforce administrator is authorized to do so. So much the worse if the e-mails are obsolete or irrelevant.

4/ Impossible to trigger workflows

As the data collected by EAC is not accessible (or modifiable), you are unable to trigger workflows or update fields, etc.

5/ Data backup

As data is not stored in your Salesforce instance, all recorded email activity will be deleted after 24 months (6 months for the paid version). Similarly, if you abandon Einstein Activity Capture, all activity data that has been captured and associated with your Salesforce instance will be deleted.

Meet the best alternative to Einstein Activity Capture, EverReady is available in the Salesforce AppExchange. Find out in our comparison how we stand up to the limitations listed.

=> See our comparison


Partagez l'article à votre réseau