Hi Ryan C. we have faced similar challenges as our team scaled.
I recommend integrating Calendly for demo and meeting scheduling for our SDR and Sales teams, its native Salesforce integration ensures meetings are automatically linked to the correct Leads or Contacts. It’s been a game changer for us.
For the CS team, while I'm not sure if Einstein Activity is set up correctly on your end, it works well in our case alongside Email-to-Case, providing solid visibility into customer interactions.
