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🔧 Salesforce Revenue Intelligence

Salesforce Revenue Intelligence

AI-powered analytics for sales leaders

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Overview

Salesforce Revenue Intelligence, which includes the former Einstein Analytics and Tableau for Sales, provides AI-powered analytics and insights natively within the Salesforce platform. It helps sales leaders get a complete view of their business, from pipeline and forecasts to team performance, enabling them to make data-driven decisions.

✨ Key Features

  • AI-powered Forecasting
  • Pipeline Inspection
  • Deal Flow Analysis
  • Team Performance Dashboards
  • Einstein Conversation Insights
  • Einstein Opportunity Scoring

🎯 Key Differentiators

  • Native integration with the Salesforce CRM platform.
  • Leverages the powerful Einstein AI engine for predictive insights.
  • Combines CRM data with analytics from Tableau.

Unique Value: Provides a seamless and powerful revenue intelligence solution for Salesforce customers, enabling them to unlock the value of their CRM data with AI-powered analytics.

🎯 Use Cases (5)

Sales Forecasting Pipeline Management Sales Performance Analysis Sales Coaching Business Planning

✅ Best For

  • Providing a single source of truth for sales data within Salesforce.
  • Using AI to score opportunities and predict forecast outcomes.
  • Analyzing sales calls and meetings for coaching insights.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that do not use Salesforce as their primary CRM.

🏆 Alternatives

Clari Gong Microsoft Dynamics 365 Sales HubSpot

Offers a deeper and more seamless integration with Salesforce data and workflows compared to third-party applications.

💻 Platforms

Web iOS Android API

✅ Offline Mode Available

🔌 Integrations

Native to the Salesforce Platform Tableau MuleSoft Slack

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premier Success Plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001 ✓ HIPAA

💰 Pricing

Contact for pricing

✓ 30-day free trial

Free tier: N/A

Visit Salesforce Revenue Intelligence Website →