“"Show me all deals over $50K closing this quarter by rep." Ten seconds to ask, two days to get answered. Salesforce has the data, but between you and the answer sits a report builder, a SOQL query, and an admin ticket. Meanwhile you're paying $540/user/year for licenses — and nobody tracks which seats have logged in this month. Your CRM has every answer your business needs; it just refuses to give them up without an admin in the loop.”
Salesforce2BI
Early BirdCRM & DataSalesforce data, licensing, permissions — without the admin.
Salesforce2BI connects to your Salesforce org via OAuth and answers plain-English questions on pipeline, accounts, custom objects, license utilization, and permission posture. One tool across data, cost, and security — no admin required for every question.
Who uses Salesforce2BI?
Real people with real problems this product solves.
Pipeline review needs a custom Salesforce report every time the angle shifts
Ask "pipeline by stage this quarter" — instant, live, drillable
Cross-object analytics (Accounts + Opps + Activities) demands SOQL
Plain-English cross-object queries with joins handled automatically
License cleanup, permission drift, and report-builder triage eat the whole week
Inactive-user and over-privileged-role lists generated on demand
Pays $45K/month for Salesforce with no visibility into ROI
Pipeline value per license cost, by team and by rep — one query
How to connect
Connection method: Salesforce OAuth 2.0 — one-click connect with read-only access
Click "Connect Salesforce" and authorize via OAuth (Production or Sandbox)
Salesforce2BI discovers your standard + custom objects, fields, relationships, and license types
We index user login history and permission sets for the cost + security views
Ask data, cost, and security questions in plain English — no SOQL, no admin ticket
What it replaces
Every feature exists because something was broken before.
Plain English to SOQL
SOQL and Report Builder gate every business question behind technical knowledge
AI translates natural language to optimized SOQL with relationship queries and aggregations
Custom object support
Every org has custom objects that generic BI tools cannot see
Auto-discovers custom objects, fields, and lookups — queryable on day one
Pipeline + forecast
Dashboards are static and limited by Salesforce component caps
Dynamic pipeline views — filter by any field, by rep, by deal size, by close date
License utilization
Paying for seats that haven't logged in for 60+ days — nobody tracks it
Inactive-user list with last login date and recommended action (reclaim / downgrade)
Permission audit
Over-privileged profiles and permission sets accumulate silently
Flags users with Modify All Data, View All Data, and other high-risk permissions
Activity analytics
Are reps logging activities? Which accounts have gone dark?
Calls, emails, meetings per rep and per account — flags stale relationships
Questions you can ask right now
Type any of these into Salesforce2BI and get an instant answer.
Industries using Salesforce2BI
Same product, different industries. Here's how teams across sectors use Salesforce2BI to solve their specific data pains.
SaaS & Tech
Pipeline, renewals, and customer health in Salesforce. Sales ops needs real-time forecast accuracy and churn signals.
They ask
“Renewal forecast for next quarter by account tier with current-year expansion?”
FinTech & Banking
Enterprise sales with long cycles across products and verticals. Deal velocity analysis drives coaching.
They ask
“Average deal cycle time by product and industry for the last year?”
Healthcare
B2B sales to hospitals and clinics with many stakeholders per deal. Engagement tracking is manual.
They ask
“Which open deals have executive sponsor engagement and in which stage?”
Manufacturing
Long B2B cycles via distributor partners. Channel-level pipeline visibility is custom reporting work.
They ask
“Pipeline by distributor partner with conversion rate for the last 6 months?”
Professional Services
Consulting engagements tied to Salesforce opportunities. Billable utilization forecast needs deal closing data.
They ask
“Closed-won deals this quarter with their billable hours forecast by consultant?”
EdTech & Education
B2B sales into schools and universities with academic-calendar dependencies.
They ask
“Deals closing before the next academic year start with current stage?”
Be first to try Salesforce2BI
Join the waitlist and we'll notify you as soon as it's live.