Surface ERP, healthcare, and cloud warehouse data in real time. Guide users with visual intelligence and de risk spreadsheet transitions with bi directional synchronization.
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B2B Matrix is focused on helping organizations connect enterprise systems with Salesforce to deliver real-time operational intelligence where teams work every day. Our platform enables companies to surface critical business data from ERP systems, data warehouses, and operational platforms directly within Salesforce workflows.
By bringing enterprise data and insights into a single workspace, we help organizations improve decision-making, reduce operational complexity, and empower teams with the information they need to act quickly and confidently.
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Ops2Rev Insight Engine helps organizations connect operational data with revenue workflows inside Salesforce. It analyzes enterprise data from ERP systems, cloud data warehouses, and operational platforms to deliver actionable insights directly where teams work.
Instead of relying on disconnected reports or spreadsheets, teams gain real-time visibility into operational signals that impact revenue outcomes.
Book DemoVisual Intelligence Navigator brings enterprise data from multiple systems into Salesforce in a clear, visual, and contextual way. Instead of switching between ERP platforms, databases, and analytics tools, users can view critical operational information directly within Salesforce records. This enables teams to make faster and more informed decisions without leaving their workflow.
Visual Intelligence Navigator solves this problem by presenting relevant operational data visually within Salesforce. Users see the most important information exactly where it is needed, making complex data easier to understand and act upon.
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A visual layer that presents enterprise information in the context of user workflows. Instead of navigating multiple systems, users see the most relevant operational data directly within Salesforce records.
Enterprise systems such as SAP, NetSuite, Snowflake, Databricks, Epic, and Oracle Cerner are surfaced directly inside Salesforce without middleware or Data Cloud. Data remains in the source system while appearing in real time inside Salesforce.
Agentforce analyzes enterprise data that normally sits outside Salesforce and produces contextual insights that help users understand situations and determine next actions.
Bi directional synchronization with Excel and Google Sheets allows organizations to transition away from spreadsheet driven processes without disrupting existing operational workflows.
Surface NetSuite invoice data in Salesforce without middleware or Data Cloud.
View Details →Zero copy Snowflake data surfaced directly on Salesforce objects.
View Details →Allow sales teams to see existing SAP order information.
View Details →Surface Epic patient data including lab results and appointments.
View Details →Zero copy Cerner healthcare data surfaced inside Salesforce.
View Details →Enterprise Integrations
Enterprise Workflows
Enterprise Teams
Today we are talking about a free managed package solution available from B2B Matrix called the Visual Insights Navigator. This solution is available for any object in Salesforce and across all Salesforce clouds, offering four key capabilities.....
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Salesforce CPQ is end of sale, but that does not mean it stops working. It is not as if it is a patient that has been taken off life support. If customers are worried that there will be no more enhancements to the software, there have been no enhancements to Salesforce CPQ...
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When people talk about using Snowflake data in Salesforce, Data 360 is mentioned as a required layer. The messaging usually centers around real-time access, identity handling, and governance. We’re not claiming these are the only arguments made. But in practice, three of them come up far more often than the rest. ....
Read MoreSurface ERP, healthcare, and cloud warehouse data in real time. Guide users with visual intelligence and de risk spreadsheet transitions with bi directional synchronization.