For Sales & Marketing
Equip your revenue teams with the data and insights they need to succeed.
Track your pipeline in detail from end-to-end, and keep key stakeholders in the loop.

Sales performance & pipeline tracking
Keep sales teams informed with up-to-date reports on pipeline health and conversion rates.
- Generate real-time reports on opportunities, deals won/lost, and forecasted revenue.
- Automate sales rep performance tracking and reporting.
- Gain deeper insights into sales cycle efficiency and customer engagement


Automated campaign & lead reporting
Enable marketing teams to track campaign ROI and lead conversion with automated reporting.
- Monitor lead sources, campaign engagement, and funnel progression.
- Schedule campaign performance reports for real-time tracking.
- Identify high-performing campaigns and optimize spending accordingly.
Multi-channel report distribution
Deliver insights where they matter most—across multiple channels and stakeholders.
- Share reports via email, instant messenger, and external platforms. Channels include:
- DocuSign
- Slack
- FTP
- Google Drive
- Microsoft OneDrive
- Microsoft Teams
- Microsoft SharePoint
- Dropbox
- AWS S3
- Google Cloud Storage
- Customize reports for different audiences, from sales reps to executives.
- Enable non-Salesforce users to receive key sales and marketing insights securely.


AI-powered insights & forecasting
Use AI-driven analysis to make smarter business decisions.
- Identify trends and patterns in sales performance and customer behavior.
- Generate predictive insights for revenue forecasting.
- Receive AI-generated summaries on pipeline status and marketing impact.
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