Accounting & Finance

Salesforce X Cube

Sales planning, elevated.

salesforce_aspot

Forecast. Plan. Grow.

custom-integration-icon

Driver-based modeling in granular detail

Capture your operational and driver data to create spreadsheet-based models.

pc-icon

Sales planning with greater accuracy

Quick access to revenue and quota attainment data means more accurate sales planning.

users-icon

Empower marketing and sales teams

Channel Salesforce data through Cube into Google Sheets to empower marketing and sales with greater insights.

Welcome to FP&A without
the busy work

Get out of the data entry weeds and into the strategy.
Sign up for a free demo of Cube today.

Free demo

I love that you can connect so many different sources of data to Cube.

G2_Logo_Red_RGB (1)

JaCoby Marston, Accounting Manager, Design Pickle

Why integrate Salesforce with Cube

  • Enhance data visibility

    Get a centralized view of customer data and sales-related information. This gives sales teams and management access to real-time data to track customer interactions, monitor sales performance, and make data-driven decisions more effectively.

  • Improve sales forecasting

    Develop more accurate and insightful sales forecasts to identify trends, understand customer behavior, and anticipate demand, leading to better sales planning and resource allocation.

  • Promote collaboration

    Empower department leaders by sharing valuable data and insights to improve collaboration, better understand customer needs, and align on strategic initiatives.

integration_sp_card

Frequently asked questions

  • What data can be transferred as part of a Salesforce and Cube integration?
    +

    Integrate Salesforce with Cube with a single click to capture operational and driver data necessary for financial, sales, and/or revenue planning models.

  • Can the integration between Salesforce and Cube be customized to meet my specific business requirements?
    +

    Yes, any objects capable of being captured with a SOQL query can be brought into Cube.

  • What's the typical setup time for a Salesforce and Cube integration?
    +

    One to four weeks.

See Cube in action