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Platform Products

Solutions that connect enterprise systems, surface real-time insights, and enhance Salesforce workflows.

Ops2Rev Insight Engine

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.

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Visual Intelligence Navigator

Visual 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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Explore the Products

The platform is built on four core pillars that work together to bring enterprise data, intelligence, and operational context directly into Salesforce workflows.

Visual Intelligence Layer

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.

Zero Copy Data Layer

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 Intelligence

Agentforce analyzes enterprise data that normally sits outside Salesforce and produces contextual insights that help users understand situations and determine next actions.

Spreadsheet Transition Layer

Bi directional synchronization with Excel and Google Sheets allows organizations to transition away from spreadsheet driven processes without disrupting existing operational workflows.

Let’s Transform Your Salesforce Experience

Connect enterprise data, unlock insights, and empower your teams with real-time intelligence.