Salesforce
Fintower

Salesforce + Fintower

Your sales pipeline alongside booked revenue.

Beta. This integration is being tested and is not yet available to everyone. Contact us to review the requirements for your company.

How it works

See what is ahead for sales

Fintower reads accounts, contacts, opportunities, leads, users and tasks from Salesforce. Follow deal value, sales stages and owners and analyze the pipeline alongside separately connected accounting. Contact us to review access and requirements for your Salesforce environment.

salesforce.com→
Data flowStraight from the source
Opportunities✓
Accounts✓
Tasks✓
✓ Lands in the same picture as your accounting
Benefits

Why connect Salesforce

Pipeline by owner

See the value of open opportunities by sales stage and owner.

Deals and tasks together

Analyze accounts, leads and sales tasks alongside opportunities.

Sales and finance together

Compare the pipeline with booked revenue from your other connected systems.

AI analysis

Questions you can ask

✦What is the deal value at each sales stage?→
✦Which deals are expected to close this quarter?→
✦How are open opportunities distributed among sales owners?→

Ask in plain language. Fintower answers with your real data.

Salesforce

About Salesforce

Salesforce is a CRM platform for customer relationships, sales and sales processes.

salesforce.com→
Fintower

About Fintower

Fintower brings data from your systems together so you can track your finances and ask questions with AI. For a beta integration, we first review access and supported data with you.

Get started

Want to try the integration?

This integration is being tested and is not yet available to everyone. Contact us to review the requirements for your company.