Import your Salesforce data to your warehouse
Salesforce is a leader in on-demand customer relationship management
Once your Salesforce data is synced to your warehouse, you can use it in a number of different ways.
Go beyond Salesforce’s dashboards and ask any question you want about your CRM data.
Closed rates for qualified deals
Calculate close rates for qualified deals over time
Ideal deal size
Relationship between the size of a company (in employee count) and the ARR of that deal
Website and mobile data + Salesforce
Combine data from your website, mobile app, or servers, with your Salesforce data to tie together your customer’s behavior across multiple touchpoints.
Popular content for closed deals
What blog content is most interesting to successful closed deals?
Inform deal through prospect usage
What pages has a prospect seen and what have they already done in our app?
Helpdesk data + Salesforce
Combine data from your helpdesk with Salesforce data to tie support interactions into your sales cycle
Popular tags by stage
What types of types of tickets are your prospects sending to your success team?
Customer history for Sales team
Combine helpdesk and CRM data to provide a timeline of customer actions to your sales team
Learn more about the Salesforce source.
Preview of collections
You can import many different types of data from Salesforce.
We call these collections.
An individual account, which is an organization involved with your business (such as customers, competitors, and partners).
A lead, which is a prospect or potential Opportunity.
A contract (a business agreement) associated with an Account.
An opportunity, which is a sale or pending deal.