Transform your Salesforce data into automated, actionable growth stories.

Improve pipeline execution with automated AI-powered reporting and recommendations.
Gain holistic insights by combining your CRM data with marketing and advertising sources.
Salesforce reporting reimagined: extract powerful narratives from your CRM data.

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Trusted by Fortune 500 companies and top-notch startups

Trusted by Fortune 500 companies and top-notch startups

Automated business intelligence

Turn complicated Salesforce data into natural language reports

Uncover the full potential of your Salesforce data using AI. Connect your Salesforce account in a few clicks and get actionable narratives that offer deep insights into your opportunities, pipeline, and sales conversion rate. Get automated reports on your key sales metrics. Turn your CRM data from overwhelming to empowering with Narrative BI's Salesforce Integration.

Automated insights and alerts

Experience automated intelligence and direct your focus to pipeline execution

Monitor key metrics such as pipeline value, sales opportunities, lead data, and sales conversion, and get automated alerts when something unusual happens with your pipeline. Achieve automated intelligence, freeing your team to focus on actions that lead to wins. Make data a tool for your growth, not an obstacle.

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Key Features

Get the full story: automated Salesforce reports powered by AI

Narrative BI’s Salesforce integration lets you easily connect your CRM, providing AI-powered insights on opportunities, sales pipeline, and sales conversion rate. Make data-driven decisions with ease with automated WoW, MoM, QoQ, and YoY reports. With automated sales intelligence, gain unprecedented insights into your pipeline without spending countless hours analyzing Salesforce data.

Track all metrics in one place

Get a holistic view of your business performance by combining your CRM data with marketing and advertising sources.

GPT Insights

Stay updated with regular AI-powered insights on your pipeline and key sales activities, delivered in plain language.

Detailed Conversion Insights

Gain a comprehensive understanding of your leads' conversion journey, identify optimization opportunities, and boost your sales conversion rates with confidence.

Top Performers Spotlight

Leverage your top-performing playbooks to achieve revenue success.

Scheduled Salesforce reports

Receive automated Salesforce reports via email or Slack daily, weekly, or monthly.

Seamless Slack integration

No team member has to miss out. Receive relevant Salesforce insights directly in Slack.

Don't miss out on this essential Salesforce reporting tool!

What are Salesforce reports used for?

Salesforce reports are a critical tool for businesses to extract valuable insights from their customer and sales data and make informed and data-driven decisions. Narrative BI’s Salesforce integration offers dynamic and automated reports that cover main business objectives, including opportunities, sales conversion, and pipeline size.

Why not use Salesforce native reports?

Salesforce provides comprehensive reporting software that helps businesses monitor performance and make data-driven decisions. However, there are a few limitations to the native reporting capabilities within Salesforce:

Too much training required
Limited data integration and exporting
Problems sharing reports
Limited visualization
Difficult cross-object reporting
Accessing historical data

Do you support custom objects?

Custom data is available for Narrative BI Growth and Enterprise customers. Reach out to [email protected] to learn more about custom objects.

Can’t find the answers you’re looking for? You can reach out to our friendly team!