Ryan C. EAC has a lot of limitations. A big one is how/where the data is tracked. EAC essentially tracks activity, then provides a view into that activity via SFDC. The actual data isn’t stored in SFDC (it’s on AWS) so you can’t report on it the same way you would with other activity records.
Most orgs track activity via their SEP (ex. Outreach, Salesloft, etc), revenue intelligence platform (ex. Clari, etc) or conversational intelligence platform (ex. Gong, etc). You could also use a tool that just handles activity tracking, but you’re probably already paying for something that can track activity for you anyway.
A big consideration is to think about who you really need to track activity for (now and in the future) and choose a tool that not just meets your needs but also want incur significant costs down the road. For example, if CSMs don’t use your SEP but you want to use that for activity tracking, consider the $125+/mo/user cost of adding CSMs to that system just to track activity (now and in the future).
You want to make sure whatever you’re using has a server-side sync (most do these days but check anyway). If you have complex tracking needs re to meetings, you may want to consider using a dedicated tool for that.
