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Enterprise Visual AI Insights Navigator

By B2B-Matrix

Turn Salesforce Data into Intelligent, Actionable Visual Workspaces.

No Ratings
Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Sales
Collaboration
Enterprise Resource Planning
Requires
None
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

Turn Salesforce objects into visual, insight-driven workspaces with advanced views, calculations, and in-context enterprise data visibility. Display data from backend systems(SAP, NetSuite, Workday, SnowFlake, EPIC, Oracle, JDE on a Zero copy basis

Highlights

Transform Data into Visual Workspaces

Advanced Data Visualization Use conditional formatting, grouping, subtotals, and multi-tab layouts for deeper analysis.

Real-Time External Data Integration Surface ERP and external data directly in Salesforce—no data duplication required.

Faster Decision-Making Enable users to act quickly with contextual, real-time business insights.

Enhanced Productivity Replace traditional list views with interactive, user-friendly experiences.

Powerful Filtering & Customization Advanced filters, pinned columns, and personalized layouts for every user.

Cross-Functional Use Cases Built for Sales, Service, Operations, Finance, and more.

No-Code / Low-Code Configuration Easy setup and customization without heavy development effort.

Provider Details

B2B-Matrix
Palo Alto, CA
Founded
2015
Website
Email
Phone
6507045436

B2B-Matrix services are designed and delivered with one goal in mind: Making it easier for users to work . Hence our focus is on adding utilities and applications that make it easier for user to navigate, to visualize and to be able to be more productive. Our focus is not on creating new functionality but rather towards making existing capabilities on the Salesforce platform more accessible, usable and impactful

Pricing Details

Free

You can fully use this solution without payment.

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