Activity Capture and Activity Sync (ingest/sync to CRM)

InsightSquared Platform has two separate processes for managing activity

Activity Capture -- get all the activity from external sources (email, calendar, conversations, ticketing)

Activity Sync -- take relevant activity from externals sources and copy it to the CRM (ie. sync this email to that contact to the right CRM records)

It's important to recognize that activity capture (the act of figuring out who did what for which records) is completely independent from the sync process (put the data in the CRM).

Why does this matter?

Traditional CRM reporting has major limitations for complex activities like emails and meetings (read more about SFDC challenges here). They can't handle complex multi-match activity that is relevant to more than one record. I mean, that's one of the reasons why you've invested in InsightSquared!

For activity and engagement metrics, InsightSquared will always maintain correct metrics like last touch date, regardless of whether the data is synced or not. This can often be enough to reach your organizations goals, having activity in the CRM doesn't always provide the value you were looking for.

Review your customer facing resources, and ensure that capture is enabled for them. Then make sure the IMPORTANT activity is synced to the CRM.

Activity is the best leading predictor to a future closed won deal!