Guide
Einstein Activity Capture Scoping Guide
Is Einstein Activity Capture Right for Your Business?
In this scoping guide, Riva helps you assess whether Einstein Activity Capture can meet your needs. Walk through key questions to evaluate your workflows, data requirements, and governance needs, and identify when a more flexible approach is required.
This guide covers key areas to help assess fit and uncover gaps, including:
- A step-by-step framework to evaluate EAC suitability
- Common limitations across complex and customized environments
- Where data gaps can impact reporting and forecasting
- Key considerations for governance, privacy, and control
Unlock Client Data. Elevate Client Experiences.