Salesforce Insights

Unlock Actionable Salesforce Insights

  • Get AI-powered Salesforce insights in minutes
  • Personalized and actionable data narratives
  • Easy-to-understand natural language Salesforce insights
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    Salesforce Narratives

    Salesforce Insights

    Identify trends, uncover opportunities, and make informed decisions with personalized, actionable data narratives. Salesforce insights provide in-depth analysis of your CRM activities, offering actionable natural language recommendations on sales performance, lead management, and customer interactions to help optimize your business processes. Narrative BI's Salesforce insights are designed to be easily understandable, and presented in natural language that simplifies complex data.

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    Automated Salesforce Narratives

    Easily Automate Salesforce Insights With Narrative BI

    Narrative BI automatically generates a feed of personalized data narratives and notifies you about the interesting patterns in your Salesforce data.

    Transparent insights in English

    Automated Insight Generation

    Save time with fully automated insights that require no manual effort.
    Salesforce insights provide in-depth analysis of your CRM activities, offering actionable natural language recommendations on sales performance, lead management, and customer interactions to help optimize your business processes.

    Personalized Data Narratives

    Receive insights tailored to your specific Salesforce needs.

    lead conversion rates, sales pipeline stages, opportunity win rates, average deal size, and customer retention rates

    Natural Language Generation

    Insights are presented in clear, natural language, making them accessible to everyone.

    Salesforce Narratives

    Getting actionable insights from your Salesforce data is straightforward with Narrative BI. Follow these steps to get started:

    1. Connect your Salesforce data source such as Salesforce to Narrative BI in a few clicks
    2. Select your Salesforce objectives and preferred reporting period.
    3. Drag and drop the KPIs to customize your insights and get narratives on your key metrics, such as lead conversion rates, sales pipeline stages, opportunity win rates, average deal size, and customer retention rates.
    1. Connect your Salesforce data source to Narrative BI in a few clicks
    2. Select your objectives and preferred reporting period.
    3. Drag and drop the KPIs to customize your insights and get narratives on your key metrics, such as lead conversion rates, sales pipeline stages, opportunity win rates, average deal size, and customer retention rates.

    It takes a few minutes to set up, and then you will receive an automated feed of Salesforce narratives. Sharing these insights with your team is also made easy with our platform’s sharing features.

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