Revlitix + Salesforce

Discover how Revlitix seamlessly integrates into your tech stack to maximize your Salesforce experience.

We understand that you may have questions, so we've created this page to demonstrate how our customers leverage Revlitix alongside their existing tools.

Our integration process follows three simple steps: Connect, Analyze, and Optimize. These steps ensure that you extract the most value from integrating your Salesforce account with Revlitix.

Category
Salesforce
Salesforce + Revlitix

Edit Reports

Schedule Report

Weekly and Monthly Forecast

Data Shots

AI Co-Pilot

Real time Performance alerts

Build Rules to monitor KPI's

Comment and Collaborate

Convert insights to tasks

Request Custom Reports

Build Playbooks and Recommendations

Connect

Connect your data and get reports and insights all on one dashboard.

1

Data Collection

Once you integrate your Salesforce account into our platform, Revlitix collects the data sets of the following

Lead
Opportunity
Account
Case
2

Presentation

Our platform generates a comprehensive dashboard featuring Salesforce reports such as

Customer Journey Funnel Reports
Monthly/Weekly Forecast Reports
Sales Team Performance Reports
3

Monitoring

Situation: If you need to track the MQLs for your Salesforce account without a specific benchmark in mind

Signals will provide you with automated alerts on the deviations in MQLs and notify you about them.

Situation: You want to track the New Deals Won and Deal Value for an Opportunity on your Salesforce account.

Audits will help you automate monitoring of the New Deals Won and Deal Value for your Salesforce account with your own set of conditions and actions.
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Setup new project made easy

By following these steps:

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Screenshot of the applicationMultiple screenshots of components of the application

Analyze

Analyze your blind spots before it's too late

1

Notify

Situation: You want to get notified of important updates even when you are not using the platform

Signals and Audits are communicated through means like Email, Slack, Google Chat, and Microsoft Teams.
Never miss out on key information even when not using the platform.
2

AI Assistance

Situation: You want to get an overview of your Sales Team Performance without going through the complete performance report.

We provide AI-generated summaries of your Salesforce data reports.
Helps you with identifying positives and negatives about your data without going through the entire report.
3
Monitoring

Situation: You need to track the number of clicks received for a particular adgroup, but you don't have a predefined benchmark. 

Smart rules can help by triggering an alert when there are changes in the KPI based on the trend line set by Revlitix's data science model.

Situation: You want to monitor clicks and cost for a specific ad group, based on conditions set up by you and receive notifications of any changes if they occur.

Revlitix enables you to set up conditional rules in these situations to track multiple KPIs at once.
In this scenario, you will be notified with a conditional alert when any of the KPIs' conditions are met.
5
Setup new project made easy

By following these steps:

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Screenshot of the applicationMultiple screenshots of components of the application

Optimize

Optimize your funnels for the highest efficiency

1

Task management

Situation: A negative audit tracking the New Deals Won and Deal Value for your Salesforce account has passed, and you want to take action on it.

You can convert a signal or audit directly into a task or manually create a task to solve a problem.
These contain recommendations that are the next best steps to take when a signal or audit is triggered.
2

Action

Situation: A signal with respect to your Salesforce MQLs has been triggered, and you are not aware of what the plan of action is

Recomendations appearing within the signals and alerts are the actions a user can take.
These can be converted into tasks and assigned to the relevant individuals.
3
Monitoring

Situation: You need to track the number of clicks received for a particular adgroup, but you don't have a predefined benchmark. 

Smart rules can help by triggering an alert when there are changes in the KPI based on the trend line set by Revlitix's data science model.

Situation: You want to monitor clicks and cost for a specific ad group, based on conditions set up by you and receive notifications of any changes if they occur.

Revlitix enables you to set up conditional rules in these situations to track multiple KPIs at once.
In this scenario, you will be notified with a conditional alert when any of the KPIs' conditions are met.
5
Setup new project made easy

By following these steps:

Title here
Title here
Title here
Screenshot of the applicationMultiple screenshots of components of the application

Through the Connect, Analyze, and Optimize steps, Revlitix consolidates all your Salesforce account reports into a single streamlined dashboard, providing immediate access to all your reports at once. By integrating your Salesforce account with Revlitix, you gain the ability to swiftly identify anomalies and take prompt action.