BACKGROUND

Meet Capital Institutional Services (CAPIS)

CAPIS is a compliance-driven institutional broker based in Dallas, TX, focusing on high-touch global trade execution and commission management solutions with unparalleled dedication to client service.

To support its mission, CAPIS wanted to improve sales efficiencies and client interactions.

More efficient communications

The CAPIS team wanted a better way to keep Salesforce up-to-date by synching it with Outlook.

Better team management

The head of sales wanted to see every team member’s activities to be able to manage them more efficiently.

Time savings

As the sales team operates more efficiently, they save time on manual tasks and can focus more effort on client relationships.

More customer interactions

With activities captured and updated in Salesforce, CAPIS can be more on top of following up with customers and fostering better relationships.

THE CHALLENGE

Inefficient use of Salesforce and low-quality data.

CAPIS uses Salesforce CRM to keep track of client engagement and sales activity and Outlook for email.

Prior to using Revenue Grid, the sales and client services teams manually updated Salesforce records, which created inefficiencies and inconsistencies, leading to poor data integrity and decision-making.

THE SOLUTION

Automated email activity capture and Salesforce updating.

CAPIS needed a solution that would track everything from incoming emails to replies and conversations.

They chose Revenue Grid because it did exactly what they were looking for at a reasonable price point. They use Revenue Grid’s Activity Capture and Sidebar features, which make it easier to add contacts to Salesforce and update records without ever using Salesforce.

THE IMPACT

More frequent and fruitful client interactions.

CAPIS’s business is relationship-based. As such, a key metric is client activity. With Revenue Grid, it doubled and communications with clients have improved materially.

I value the ease of use. I don’t have to ask my sales team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.

– David Chote, Chief Operating Officer

ABOUT REVENUE GRID

Less hassle. More hustle.

Revenue Grid’s advanced data capture technology is the first of its kind, native to CRM and email systems like Salesforce, SAP, Oracle, and Microsoft.

The unique platform performs automated activity capture from across systems, pinpoints opportunities, and leverages AI to provide real-time forecasting and promote cross-team collaboration. The result is that teams can gain ten weekly revenue hours, speeding sales success and revenue velocity.

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CASE STUDY

CAPIS improves pipeline efficiency with Revenue Grid.