Dynamic Account Executives thrive on engaging with clients and stakeholders through video meetings, where they can effectively showcase solutions and build strong relationships.
However, the manual entry of CRM activities for each meeting participant is a time-consuming task that diverts their focus from their primary goal – connecting with people and advancing sales. Keeping their CRM up to date is crucial for them; it not only ensures that their manager has the right visibility but also accurately reflects the progress and potential of each deal.
To maintain productivity and focus, they seek automated solutions that save them time and keep them doing what they do best, meeting the needs of customers and prospects. This solution should intelligently capture key interactions and attendee information, syncing it directly into the CRM. With this system in place, they can concentrate on delivering exceptional client experiences, confident that the CRM reflects a true and current picture of each deal’s status, enhancing decision-making and strategy formulation
Shared Activity Logging with Revenue
With Revenue.io Shared Activity logging, Account Executives and Go-to-Market team members who spend their time hosting video meetings can seamlessly log their video meetings to Salesforce and automatically link them to multiple contact records.
To do this, customers must have shared activities enabled within Salesforce.
Shared activities in Salesforce (commonly known as multiple contacts on an activity) is a setting in Salesforce that breaks the mold of having a 1 lead or 1 contact relationship with an activity and must be enabled by Salesforce. By implementing this solution, customers will no longer have to duplicate activity records to track all contacts that were a part of a meeting or worse yet not log that information at all.
Here is a list of considerations for Shared Activities within the Salesforce help center.
How it works
For customers with shared activities enabled, when a video meeting is logged to salesforce we will associate a primary contact to a meeting either automatically or via manual selection in the Moments™ application. If a contact is set as the primary contact of the event, we will log additional contacts that were present in the conversation. Salesforce caps the number of additional contacts that can be linked to an activity to 50 contacts.
Note that if a video meeting is linked to a lead as the primary contact then no additional contacts can be linked to a meeting.
When a meeting is logged into Salesforce you will be able to view the "+" sign associated with the name field and a designation of the number of additional contacts that are associated with the meeting.
When editing an event, users can manage the multiple contacts that are associated with a meeting logged with shared activities.
Navigate to the Contacts tab and select a contact involved in the shared activity.
In the contact's record, scroll to the 'Activity History' section. You’ll see the event listed here, along with any other activities the contact is associated with.