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.
Trusted by Fortune 500 companies and top-notch startups
Salesforce reporting tool
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.
Narrative BI's Generative AI Platform
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

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

GPT Insights

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

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

Top Performers Spotlight

Leverage your top-performing playbooks to achieve revenue success.
Scheduled Salesforce reports

Salesforce Reporting Tool

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

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!

Not convinced yet? Listen to our customers
Become a happy customer
Artem Vysotsky

I have been able to make better decisions and improve my business's bottom line.

Narrative BI is an amazing business analytics platform that has given me the tools and insights to take my business to the next level. I highly recommend Narrative BI to anyone looking to get a better understanding of their data and how it can be used to drive better business decisions.
Arsen Avdalyan

Narrative BI helps me view and act on tons of customer data points easily.

There’s a lot of customer data in the internal analytics tools, but it’s not actionable for our product team. You have to spend a lot of time to detect unexpected user behavior. Narrative BI helps me understand our users better and now it’s easier to decide which features we should optimize next.
Nik Savrov

Our first experience of getting insights from Narrative BI was very unusual.

We were delighted to see how the tool went from knowing nothing to providing a valuable feedback almost immediately. Even on small datasets, the performance was remarkable, and Narrative BI generated valuable insights we previously missed.

Frequently Asked Questions

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!
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