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Salesforce
Revenue Intelligence

Salesforce + Revenue Prediction

Transform your CRM from a record-keeping system into a revenue prediction engine. Identify which deals will close, which leads are worth pursuing, and where risks hide in your pipeline.

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89%
Lead Scoring Accuracy
Match to closed-won patterns
94
Pipeline Quality Score
Confidence in forecast achievement
$8.4M
Revenue Attributed
Direct source-to-close tracking
82%
Churn Prediction Rate
At-risk deals identified early
Find Your Challenge

Does this sound familiar?

Pick the challenge you face most often and see how AI solves it.

Your Challenge

Leads sit unqualified

AI scores every lead instantly using 30+ signals including firmographics and buying intent

What You Get

Know which leads to prioritize before first contact

Your Challenge

Incomplete data kills conversions

Auto-enrich contacts with verified data from 200M+ company profiles

What You Get

Complete contact records with verified company intelligence

Your Challenge

Pipeline forecast is guesswork

Analyze deal velocity, engagement patterns, and historical win rates

What You Get

Predict deal closure with confidence intervals, not gut feeling

Your Challenge

Reps chase dead deals

Real-time health scores identify stagnation and engagement drop-off

What You Get

Surface at-risk deals weeks before they stall

Pre-built Salesforce workflows

Deploy revenue intelligence in minutes

Sales注目

Automated Lead Enrichment from Slack to CRM

Automatically enrich and sync leads mentioned in Slack channels directly to your CRM with full context.

主要メトリクス

Lead Scoring AccuracyData Completeness ScorePipeline Velocity

利用シーン

Sales team discusses leads in Slack channels
Need to capture context from conversations

連携

SlackSalesforceLinkedIn
Sales

Automate Lead Enrichment from LinkedIn to Salesforce

Automatically capture LinkedIn profiles, enrich with company data, and create qualified leads in Salesforce.

主要メトリクス

Lead Scoring AccuracyData Completeness ScoreContact Enrichment Rate

利用シーン

Building outbound sales pipeline
Need complete prospect information

連携

LinkedInSalesforce
Sales

Sync Asana projects with Salesforce opportunities

Keep your project management and CRM in sync by connecting Asana tasks to Salesforce deals

主要メトリクス

Pipeline VelocityDeal Close LikelihoodCross-functional Alignment

利用シーン

Sales and delivery teams work together
Project status impacts deal closure

連携

AsanaSalesforce
Sales注目

AI-Powered Lead Scoring

Automatically score and prioritize leads based on engagement, fit, and buying signals.

主要メトリクス

Lead Scoring AccuracyPipeline VelocityWin Rate Improvement

利用シーン

Sales team is overwhelmed with leads
Need to focus on the hottest leads

連携

SalesforceHubSpot
Customer Success注目

Customer Churn Risk Detection

Predict which customers are at risk of churning before it happens using behavioral signals.

主要メトリクス

Customer Retention RateChurn Probability IndexCustomer Health Score

利用シーン

High customer churn rates
Need proactive customer retention strategies

連携

SalesforceHubSpotSlack
Customer Success注目

Automated Customer Health Score Monitoring

Continuously monitor customer health scores and automatically alert teams when intervention is needed.

主要メトリクス

Customer Health ScoreCustomer Retention RateEngagement Velocity

利用シーン

Need to proactively manage customer relationships
Want to identify customers needing attention

連携

SalesforceHubSpotSlack
Sales注目

AI Sales Forecast Accuracy

Improve forecast accuracy by analyzing historical patterns and real-time deal signals.

主要メトリクス

Forecast AccuracyPipeline VelocityRevenue Growth Rate

利用シーン

Inaccurate sales forecasts
Need to predict revenue more reliably

連携

SalesforceHubSpot
Sales注目

Deal Risk Detection & Alerts

Get real-time alerts when deals show signs of risk so you can intervene before it's too late.

主要メトリクス

Pipeline VelocityWin Rate ImprovementRisk Prediction Score

利用シーン

Deals frequently stall or get lost
Need to identify potential risks early

連携

SalesforceHubSpotSlack
Sales注目

Competitor Mentions Tracking

Automatically track and analyze competitor mentions in sales calls and customer interactions.

主要メトリクス

Win Rate ImprovementDeal Size OptimizationMarket Expansion Rate

利用シーン

Need to understand competitive landscape
Want to leverage competitor insights in sales

連携

ZoomSalesforceHubSpot
Operations注目

Automated CRM Data Quality Checks

Continuously audit CRM data and automatically fix common issues before they impact your team.

主要メトリクス

Data Completeness ScoreDuplicate Detection RateContact Enrichment Rate

利用シーン

Inconsistent or incomplete CRM data
Wasting time on data cleanup

連携

SalesforceHubSpot
Sales注目

Smart Opportunity Scoring

Score opportunities based on winning patterns from your historical deals to focus on high-value targets.

主要メトリクス

Opportunity ScoringPipeline VelocityWin Rate Improvement

利用シーン

Sales team needs help prioritizing opportunities
Want to focus on deals most likely to close

連携

SalesforceHubSpot
Sales注目

Automated CRM Updates from Email

Automatically update CRM records with key information from emails so reps never have to manually log data.

主要メトリクス

Data Completeness ScoreWorkflow EfficiencySLA Compliance

利用シーン

Sales reps spend too much time logging emails
Need to ensure all customer interactions are captured

連携

GmailSalesforce
Operations注目

Multi-Tool Data Sync

Keep customer data synchronized across all your tools automatically without manual exports or imports.

主要メトリクス

Data Completeness ScoreWorkflow EfficiencySLA Compliance

利用シーン

Data is scattered across multiple platforms
Manual data synchronization is time-consuming

連携

SalesforceHubSpotGoogle SheetsNotion
Sales注目

Deal Velocity Tracker

Monitor sales cycle length in real-time, identify bottlenecks by stage, and get alerts when deals stall beyond normal patterns.

主要メトリクス

Sales Cycle LengthPipeline VelocityDeal Conversion Rate

利用シーン

Sales cycles are longer than industry benchmarks
Deals frequently stall without clear reasons

連携

SalesforceGong
Sales注目

Champion Engagement Tracker

Monitor your deal champions' engagement levels, detect when champions go dark or leave, and track multi-threading health.

主要メトリクス

Win Rate ImprovementDeal Close LikelihoodEngagement Trend Analysis

利用シーン

Deals stall when champions stop responding
You've lost deals due to champion job changes

連携

SalesforceGongLinkedIn
Sales注目

Competitive Intelligence Tracker

Automatically capture competitor mentions from calls, track win/loss patterns, and alert teams when competitors enter deals.

主要メトリクス

Win Rate ImprovementDeal Size OptimizationMarket Expansion Rate

利用シーン

Losing deals to competitors without understanding why
Competitive intelligence is scattered and anecdotal

連携

GongSalesforceSlack
Sales注目

Quota Attainment Predictor

Predict quota attainment by rep and team weeks before month-end. Get early warnings and recommended actions to close gaps.

主要メトリクス

Quota Attainment RateForecast AccuracyRevenue at Risk

利用シーン

Reps miss quota without early warning
Can't identify who needs help until it's too late

連携

SalesforceClari
Sales注目

Expansion Revenue Tracker

Identify expansion opportunities, track upsell/cross-sell pipeline, and predict which customers are ready to buy more.

主要メトリクス

Upsell Success RateCustomer Lifetime ValueRevenue Growth Rate

利用シーン

Net revenue retention is below 100%
Expansion opportunities aren't systematically tracked

連携

SalesforceSalesforce
Sales注目

Buying Committee Mapper

Automatically identify decision-makers, map org structures, and track engagement across the buying committee for every deal.

主要メトリクス

Win Rate ImprovementDeal Close LikelihoodSales Cycle Length

利用シーン

Deals stall at 'waiting for decision'
Reps don't know who influences the purchase

連携

LinkedInSalesforceGong
Sales注目

Deal Health Score Calculator

Calculate comprehensive deal health scores from activity, engagement, and process adherence. Prioritize coaching and intervention.

主要メトリクス

Pipeline Health ScoreDeal Close LikelihoodForecast Accuracy

利用シーン

Can't prioritize which deals need attention
CRM data doesn't reflect deal reality

連携

SalesforceGongHubSpot
Sales注目

Rep Performance Intelligence

Track rep performance across activity, skills, and outcomes. Identify coaching opportunities and replicate top performer patterns.

主要メトリクス

Quota Attainment RateWin Rate ImprovementPipeline Velocity

利用シーン

Performance varies widely across reps
Can't identify what top performers do differently

連携

SalesforceGongOutreach
Sales注目

Meeting-to-Close Analyzer

Track how meetings convert through stages, identify which meeting types accelerate deals, and optimize your meeting strategy.

主要メトリクス

Pipeline VelocityDeal Conversion RateSales Cycle Length

利用シーン

Meeting activity is high but conversion is low
Can't tell which meetings matter

連携

CalendlySalesforceGong
Sales注目

Contract Negotiation Intelligence

Track negotiation patterns, understand what concessions win deals, and predict negotiation outcomes based on conversation signals.

主要メトリクス

Deal Size OptimizationWin Rate ImprovementAverage Contract Value

利用シーン

Discount rates are higher than needed
Can't tell which concessions actually close deals

連携

SalesforceGongSalesforce
Sales注目

Renewal Risk Monitor

Predict renewal outcomes 90 days out, identify at-risk accounts with specific risk factors, and automate save interventions.

主要メトリクス

Renewal ProbabilityChurn Probability IndexCustomer Lifetime Value

利用シーン

Renewals surprise you at the last minute
Gross retention is below 90%

連携

SalesforceZendeskSlack
Sales注目

Account Penetration Scorer

Score whitespace and expansion potential across accounts, identify upsell targets, and track land-and-expand progress.

主要メトリクス

Customer Lifetime ValueUpsell Success RateMarket Expansion Rate

利用シーン

Land-and-expand isn't working
Don't know which accounts have growth potential

連携

SalesforceLinkedInZoomInfo
Sales注目

Pricing Sensitivity Analyzer

Detect pricing objections, track discount patterns, and understand price sensitivity by segment to optimize pricing strategy.

主要メトリクス

Average Contract ValueWin Rate ImprovementDeal Size Optimization

利用シーン

Discount rates vary wildly across reps
Don't know if pricing costs you deals

連携

GongSalesforceHubSpot
Sales注目

Demo Conversion Tracker

Track demo-to-opportunity conversion rates, identify what makes demos convert, and optimize demo strategy by segment.

主要メトリクス

Deal Conversion RateLead Scoring AccuracyPipeline Velocity

利用シーン

Demo volume is high but conversion is low
Can't identify what makes demos successful

連携

CalendlySalesforceGong
Sales注目

Forecast Accuracy Improver

Track forecast accuracy by rep and category, identify systematic biases, and provide data-driven forecast adjustments.

主要メトリクス

Forecast AccuracyRevenue at RiskPipeline Health Score

利用シーン

Forecasts miss by more than 10%
Some reps are always optimistic, others pessimistic

連携

SalesforceClariSlack
Operations注目

Contract Compliance Monitor

Track contract obligations, deadlines, and compliance status across your entire contract portfolio. Never miss a deadline or obligation again.

主要メトリクス

Contract Compliance RateObligation Completion TimeRegulatory Compliance Score

利用シーン

Managing 50+ active contracts
Compliance obligations are tracked in spreadsheets

連携

SalesforceGoogle SheetsSlack
Operations注目

Reduce Contract Review Time by 65% with Automated Legal Workflow

Contract review backlogs stall deals and strain legal teams. Business units wait days for approvals while in-house counsel drowns in a queue with no visibility into what's urgent. This workflow automates contract intake, reviewer assignment, and approval tracking—so legal becomes an accelerator, not a bottleneck.

主要メトリクス

Contract Execution TimeLegal Review Cycle TimeContract Throughput

利用シーン

Legal reviews take more than 7 days on average
Sales complains about legal being a bottleneck

連携

SalesforceSlackGoogle Drive
Operations注目

Clause Risk Analyzer

Automatically identify risky clauses, non-standard terms, and compliance gaps in incoming contracts. Protect your company from unfavorable terms.

主要メトリクス

Clause Risk ScorePlaybook Compliance RateNegotiation Success Rate

利用シーン

Reviewing vendor or customer contracts
Concerned about liability and IP exposure

連携

Google DriveSalesforceSlack
Operations注目

Regulatory Compliance Tracker Template

Track GDPR, HIPAA, and SOC 2 controls in one place. Map owners, collect evidence, spot gaps fast, and stay audit-ready with this automated compliance workflow template.

主要メトリクス

Compliance AdherenceAudit Trail CompletenessRegulatory Reporting Accuracy

利用シーン

Subject to GDPR, HIPAA, SOC 2, or other regulations
Audit preparation takes weeks of scrambling

連携

SalesforceGoogle SheetsSlack
Operations

Litigation Risk Monitor

Identify potential litigation risks early, track active disputes, and manage litigation reserves. Protect your company from costly legal exposure.

主要メトリクス

Litigation Risk ScoreDispute Resolution RateReserve Accuracy

利用シーン

Managing multiple customer or vendor disputes
Want early warning of litigation risk

連携

SalesforceSlackGoogle Drive
Operations

NDA Lifecycle Manager

Track NDA status, expiration, and coverage across all relationships. Ensure confidential information is always protected.

主要メトリクス

NDA Coverage RateNDA Expiration RateTime to Execute

利用シーン

Managing 100+ NDAs across the organization
NDAs have expired without renewal

連携

SalesforceDocuSignSlack

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FAQ

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Common questions teams ask when connecting Salesforce to workflows.