Overcome Sales Activity Capture Limitations
Opportunity-level activity capture for accurate reporting and forecasting
Avoma ties sales activity to opportunities, not just contacts. That means cleaner data, reliable Salesforce reporting, and stronger pipeline forecasting.
Trusted by sales leaders at 1000+ organizations globally
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Why Salesforce Einstein Activity Capture pulls your sales team back
Salesforce EAC locks sales activity at the contact level, not at opportunity level. This creates CRM data gaps for reps and leaves leaders with shaky forecasts.
Emails burried at contact level
When email capture is stuck at the contact record, every deal loses context. Conversations with key stakeholders, decision makers, and influencers vanish from opportunity views. Your pipeline looks clean but critical touchpoints go missing.
Einstein stores emails outside your Salesforce org
Because EAC stores emails outside Salesforce’s standard objects, they don’t show up in reports, dashboards, or automations. What looks like visibility is an illusion: workflows don’t fire, KPIs break, and you're left acting on blind data.
Sales slows down with admin work
Reps spend hours linking emails, notes, and meetings to opportunities. That’s time not spent selling. Deals slow, pipelines stall, and reps grow frustrated with overhead, especially when mistakes keep creeping in despite all the extra effort.
Forecasting lacks activity context
Leaders try to judge deal health but only see stages and amounts, not the activity behind them. Without clear visibility into touchpoints, signs like stalled conversations or missed follow-ups get ignored, and forecasts quickly fall apart.
Inconsistent reporting headaches
Activity scattered across contacts and external storage breaks dashboards. Salesforce, Tableau, and Power BI dashboards tell conflicting stories, forcing leaders to argue about accuracy instead of acting with confidence.
Ops stuck patching Salesforce
Ops spends countless hours building workarounds and fixing gaps. Instead of driving revenue strategy, they waste cycles babysitting Salesforce activity capture, creating overhead instead of real operational impact.
How Avoma puts Salesforce activity capture back on track
Avoma captures activity at the opportunity level and writes it into Salesforce standard objects. This fixes broken visibility, cleans up reporting, and gives leaders the forecasting confidence they need.
Real-time pipeline analytics
Avoma ensures every email connects directly to the right opportunity, not just the contact. Reps gain the full context of stakeholder conversations, leaders see the real deal history, and nothing critical slips through the cracks again.
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Real-time pipeline analytics
All captured emails, meetings, and notes are written into Salesforce standard objects like Task and EmailMessage. That means dashboards reflect reality, workflows fire correctly, and automation finally works without hidden blind spots or missing records.
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Real-time pipeline analytics
With Avoma, manual association disappears. Reps don’t waste hours linking emails and activities to opportunities, it happens automatically in the background. Time goes back to pipeline progression, deal execution, and hitting quota, not fixing Salesforce.
Real-time pipeline analytics
Avoma gives leaders a complete picture of deal health with every touchpoint tied to the opportunity. Early warnings like stalled conversations, slow replies, or dropped follow-ups are visible, so forecasts are based on signals, not guesses.
Real-time pipeline analytics
Unified activity capture means Salesforce, Tableau, and Power BI all tell the same story. Reports stop contradicting, dashboards stay consistent, and executive conversations shift from debating accuracy to acting confidently on reliable insights.
Real-time pipeline analytics
With Avoma, Ops teams stop wasting cycles on workarounds and quick fixes. Clean, structured activity data flows into Salesforce automatically, freeing RevOps to focus on strategic initiatives, automation, and scaling revenue operations instead of patching holes.
The results speak for themselves, so do our customers.
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The clarity revenue leaders demand
From Einstein’s data gaps to forecasting blind spots, we’ve addressed the most common Salesforce activity capture questions — so you can lead with confidence and precision.
They are stored outside your Salesforce org (on Salesforce-managed AWS/Hyperforce infrastructure) and displayed in the Activity Timeline, but not saved as standard Salesforce records.
Salesforce now provides a setting called "Sync Email as Salesforce Activity." When enabled, it writes emails into standard Salesforce objects (Task/EmailMessage). Once the emails exist as records inside Salesforce, Avoma can fetch them via API.
No. Avoma works in the background—capturing, mapping, and associating activities with zero rep effort.
Once emails are written into Salesforce objects, they inherit your Salesforce org’s compliance, data residency, and governance standards.
Yes. Avoma complements Salesforce’s settings. You simply enable syncing to standard objects, and Avoma does the rest.
Yes. Once Salesforce writes the email into standard objects, Avoma can fetch and sync emails from either Outlook or Gmail.
Most teams see activity visibility improve within days of setup, with reporting accuracy transforming in the first forecast cycle.
Avoma goes beyond capture—it contextualizes activities at the opportunity level, fueling better automation, reporting, coaching, and forecasting.
What's stopping you from turning every conversation into actionable insights?
