Over the past few years, customer relationship management (CRM) software has become vital in the business world. According to research, 91% of organizations with more than 11 employees are already using a CRM system, and a third of these organizations use Salesforce.
Salesforce is often referred to as the source of truth for most organizations when it comes to customer and prospect data. It is also where most revenue operations teams create and rely on dashboards and reports to look at current and historical data to make informed decision around pipeline growth, forecasting, and revenue trends. For this reason, sales activity data capture has become increasingly more important. The ability to report on that activity data to inform good decisions can be the difference between getting ahead or falling behind. The problem that organizations face today is that good activity data often require manual data entry by customer-facing reps who need to be spending their time on customer acquisition and experience.
According to the Salesforce State of Sales Report published in 2019 extraneous CRM data entry is one of the major reasons why reps feel they don't have enough time to actually sell. In comes sales activity syncing for Salesforce. Salesforce has offered several tools for data capture in the past , the most recent tool being Einstein Activity Capture.
Einstein Activity Capture (EAC) is a tool that captures data from emails and calendars. While the tool can serve basic data collection needs, it is important that organizations understand what Einstein Activity can and cannot do.
In this guide, we’ll be covering the advantages and disadvantages of Sales Cloud Einstein so organizations can make an informed decision around collecting valuable sales activity data.
In this guide, we will cover:
Einstein Activity Capture is intended to be the replacement for other tools such as Salesforce Lightning Sync.
Once you've connected an email account, EAC will begin logging emails and events associated with the account into Amazon Web Services (AWS). Why Amazon Web Services and not Salesforce Directly? This is a common question among many Salesforce users evaluating the tool. The data is not stored directly into Salesforce, instead, the data is housed in AWS with a view to the information from Salesforce, but there are some caveats to this:
1) The tool can log emails from six months back for Gmail and two years back for Microsoft.
2) Einstein Activity Capture captures and syncs incoming and outgoing emails and events into the Activity Timeline, which provides a log of every interaction with any given customer. We will come back to the activity timeline later in this guide.
Emails and events are categorized by the tool into the following Salesforce records:
According to this article, Einstein Activity Capture supports the following editions of Salesforce:
Support is not referenced for Experience Cloud Users or service cloud users.
Like many automation and sync tools, Sales Cloud with Einstein Activity Capture promises to save you and your team plenty of admin time and speed up your workflows. EAC standard can work well if you do not need to keep activity data longer than 6 months.
EAC offers activity metrics to analyze activities in a view in Salesforce, not standard reports. However, be aware this feature is a premium option. You can find the recommended connections on contact and lead records here.
Einstein Activity Capture also has some potential disadvantages:
EAC doesn’t provide much opportunity for customization. For companies with specific syncing needs, this can be somewhat frustrating. At this time, EAC isn’t able to smart link affiliate contacts to specific opportunities.
Instead, on Opportunities, it syncs emails with everyone on the Opportunity Team. If you have external partners attached to Opportunities, all emails from these partners will be synced with those linked Opportunities automatically.
By default, EAC is set up to sync events and contacts and there are minimal options to change this. While it can be disabled, there are few options for customization. For many organizations syncing contacts by default is not desirable.
Custom objects are not supported with EAC. When emails are sent from a custom object, the email is logged on the activity timeline of the associated contact.
Email attachments are not supported and will not be synced to Salesforce.
Image of advanced settings and controls available with Cirrus Insight
EAC does not store any of the activity data that it collects in Salesforce directly. Rather, the data is collected and stored in AWS, and views into the data are available through Salesforce, but this poses a lot of challenges for organizations who are trying to properly track and report customer activities and how those activities impact the overall revenue operations.
In Salesforce, you’ll be able to view the data within the Salesforce Activity Stream; however, it will never truly be added to your actual Salesforce records. In other words, standard reporting on your synced activities will be impossible.
The data stored in AWS captured from EAC is stored for a maximum of 24 months. This means that data is stored outside of SFDC and disappears after either 6 months (Free EAC) or 24 months upon an upgrade.
Do you have a longer sales cycle?
Does your SDR team follow up on previously closed-lost opportunities where activity data would be a minefield for having meaningful engagement?
If someone leaves or moves departments, you have to keep the license active to keep the data even if the license is no longer in use.
EAC may also impact the organization of your AE to CSM handoffs. When your CSMs receive data about a client relationship from your AEs, they may not immediately receive personalized data about the relationship so far. With data syncing, all of the relevant details about a client’s primary needs, growth plans, and prior conversations will be logged.
While EAC does offer a free version, it may be too limited for some companies. For instance, the free version doesn’t include the full activity dashboard for activity metrics. Instead, you’ll have access to read-only mode for up to nine days of data.
Plus, you’ll be unable to set up more than 100 users while using the free version.
The full version costs $50 a month.
As with any tool, Sales Cloud Einstein has its advantages and disadvantages. It can be an adequate tool for some organizations, while others may find it doesn’t solve all of their problems.
Let’s take a look at which companies will benefit from EAC and which businesses may want to look elsewhere.
EAC might work well for you if your organization:
On the other hand, EAC might not work for you if your organization:
While EAC may fit your basic company needs to sync standard records, track email communications, and automate your processes, other organizations may have more advanced needs.
At Cirrus Insight, we offer an alternative to remove unnecessary data entry for your sales team. With our seamless email and calendar integration, you’ll be able to automate and track emails, calendar events, and tasks within your Salesforce platform.
Discover more about Cirrus Insight’s features, and start syncing for free with a 14-day trial.