Best Business Intelligence Software for Salesforce Data Cloud

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

BigQuery serves as a robust solution for business intelligence (BI), allowing users to execute intricate data queries on extensive datasets. It seamlessly connects with a range of BI tools, offering the versatility needed to create insightful dashboards and reports. By utilizing the native BI features of Google Cloud, companies can enhance their decision-making processes, making them quicker and more informed. New users have the opportunity to explore BigQuery's BI capabilities with $300 in complimentary credits, enabling them to convert raw data into valuable, decision-enabling reports. This functionality aids organizations in identifying trends, evaluating performance, and crafting strategies based on live data analysis.

Use the language you already love to prototype ideas quickly, develop production-ready communications applications, and run serverless applications on one API-powered platform. Twilio is a single fully-programmable platform with flexible APIs for any channel, built-in intelligence, and global infrastructure to support you at scale. Quickly integrate powerful APIs to start building solutions for SMS and WhatsApp messaging, voice, video, and email. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Consult our community of over 9 million developers for guidance and inspiration on your next project. Sign up and start building today.

Familiarize yourself with your clientele for a more profound insight into their behaviors. Google Analytics equips you with essential, cost-free resources to evaluate your business data seamlessly in a single platform. The newest version, Google Analytics 4 (GA4), enhances the previous analytics system by offering a more in-depth and holistic view of user interactions on both websites and applications. Emphasizing user privacy, GA4 utilizes event-driven tracking rather than traditional session-based methods, facilitating a more versatile and nuanced approach to data gathering. It introduces sophisticated capabilities such as tracking across different platforms, insights powered by machine learning, and predictive analytics to aid businesses in comprehending customer pathways and making informed decisions based on data. Additionally, with its improved compatibility with Google Ads and the ability to customize reports, GA4 empowers companies to refine their marketing strategies while remaining compliant with changing privacy standards, ultimately leading to more effective customer engagement. As businesses continue to adapt to the digital landscape, leveraging these tools will be crucial for sustained success.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

Tableau, an industry-leading analytics platform, empowers businesses to make smarter, data-driven decisions with AI-powered insights and advanced data visualization. By leveraging Tableau Next, which integrates seamlessly with Salesforce and Agentforce, users can access intelligent analytics and unlock the full potential of their data. Tableau provides flexible deployment options—whether cloud-based, on-premises, or directly integrated with Salesforce CRM—ensuring organizations can access a comprehensive data management solution. With built-in AI and machine learning capabilities, Tableau helps users uncover patterns, predict outcomes, and improve decision-making at every level of the organization. Its intuitive interface allows analysts, business leaders, and IT teams to explore data, visualize trends, and collaborate efficiently, while fostering a Data Culture that accelerates innovation and enhances operational efficiency.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

Only Adobe provides the ability to seamlessly integrate, modify, and scrutinize data from every stage of the customer journey. In addition, you gain access to versatile reporting, predictive intelligence, and a host of other features. With our award-winning tools, you can transform extensive streams of web data into actionable insights for everyone involved. We embrace data from all channels, consolidating it in one location to deliver immediate insights based on comprehensive 360-degree views of your customers. This ultimately leads to improved decision-making processes. Our robust attribution capabilities allow you to uncover the factors behind each conversion and allocate resources effectively. We simplify complex tasks, utilizing AI and machine learning to reveal hidden opportunities and provide answers at the touch of a button. Traditional metrics like tracking visits and counting page views are no longer sufficient. To fully harness the potential of the web, it’s essential to analyze customer journeys, sources of traffic, content performance, and video engagement. Understanding merely who visits your site isn’t enough; it’s equally important to grasp the reasons behind their visits. This knowledge enables you to determine the most effective page or product to present to them, ensuring an optimal user experience.

Microsoft SQL Server 2019 incorporates both intelligence and security, providing users with added features at no additional cost while ensuring top-tier performance and adaptability for on-premises requirements. You can seamlessly transition to the cloud, taking full advantage of its efficiency and agility without the need to alter your existing code. By leveraging Azure, you can accelerate insight generation and predictive analytics. Development is flexible, allowing you to utilize your preferred technologies, including open-source options, supported by Microsoft's advancements. The platform enables easy data integration into your applications and offers a comprehensive suite of cognitive services that facilitate the creation of human-like intelligence, regardless of data volume. The integration of AI is intrinsic to the data platform, allowing for quicker insight extraction from both on-premises and cloud-stored data. By combining your unique enterprise data with global data, you can foster an organization that is driven by intelligence. The dynamic data platform provides a consistent user experience across various environments, expediting the time it takes to bring innovations to market; this allows you to develop your applications and deploy them in any environment you choose, enhancing overall operational efficiency.

Transforming data into actionable insights is made simple with Splunk, which is securely and reliably managed as a scalable service. By entrusting your IT backend to our Splunk specialists, you can concentrate on leveraging your data effectively. The infrastructure, provisioned and overseen by Splunk, offers a seamless, cloud-based data analytics solution that can be operational in as little as 48 hours. Regular software upgrades guarantee that you always benefit from the newest features and enhancements. You can quickly harness the potential of your data in just a few days, with minimal prerequisites for translating data into actionable insights. Meeting FedRAMP security standards, Splunk Cloud empowers U.S. federal agencies and their partners to make confident decisions and take decisive actions at mission speeds. Enhance productivity and gain contextual insights with the mobile applications and natural language features offered by Splunk, allowing you to extend the reach of your solutions effortlessly. Whether managing infrastructure or ensuring data compliance, Splunk Cloud is designed to scale effectively, providing you with robust solutions that adapt to your needs. Ultimately, this level of agility and efficiency can significantly enhance your organization's operational capabilities.

Act-on makes it easy to build lasting relationships with customers and measure your marketing successes. Act-On, a cloud-based marketing automation platform that has won numerous awards, aims to help businesses grow their brand, drive demand and expand customer relationships. Act-On is the only integrated workspace that allows marketers to combine multiple marketing tools into one application. This allows them to improve customer experience. Web visitors typically decide to stay or leave a site within the first 20 seconds. Act-On’s AI agent, called Act-On InSite, ensures they stay engaged by delivering fast, accurate, and personalized content that addresses their needs, turning visitors into potential sales opportunities.

Discover essential sales and service insights using Salesforce Einstein Analytics, an advanced data visualization and self-service Business Intelligence (BI) tool. Previously referred to as Salesforce Analytics Cloud, Einstein Analytics offers a comprehensive solution that leverages Artificial Intelligence (AI) to assist business professionals in examining vast amounts of data across various sectors such as sales, service, and marketing. This capability allows organizations to make informed decisions quickly and effectively. By harnessing the power of AI, users can uncover trends and patterns that facilitate strategic planning and operational enhancements.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Transform your subscription service with a top-tier solution designed for efficient monetization and management. Current systems might be hindering your progress, leaving finance departments overwhelmed with spreadsheets and developers facing delays. Zuora simplifies subscription management, allowing you to swiftly adapt to evolving go-to-market strategies on a unified platform. Accelerate billing processes for high volumes of invoices while maintaining precision and accuracy. Organize customers into groups and establish automated billing schedules tailored to each group’s needs. Each time a customer alters their subscription—whether through upgrades, downgrades, or other changes—billing is inevitably affected. With the Rating Engine from the Zuora Central Platform, these prorations and calculations are automatically managed, preventing bottlenecks in your workflow. Additionally, leverage Zuora’s tax engine or connect with a third-party tax solution to ensure real-time tax calculations for every invoice processed, enhancing your operational efficiency even further. This integrated approach not only streamlines your billing operations but also improves customer satisfaction by ensuring accurate and timely invoicing.

The Databricks Data Intelligence Platform empowers every member of your organization to leverage data and artificial intelligence effectively. Constructed on a lakehouse architecture, it establishes a cohesive and transparent foundation for all aspects of data management and governance, enhanced by a Data Intelligence Engine that recognizes the distinct characteristics of your data. Companies that excel across various sectors will be those that harness the power of data and AI. Covering everything from ETL processes to data warehousing and generative AI, Databricks facilitates the streamlining and acceleration of your data and AI objectives. By merging generative AI with the integrative advantages of a lakehouse, Databricks fuels a Data Intelligence Engine that comprehends the specific semantics of your data. This functionality enables the platform to optimize performance automatically and manage infrastructure in a manner tailored to your organization's needs. Additionally, the Data Intelligence Engine is designed to grasp the unique language of your enterprise, making the search and exploration of new data as straightforward as posing a question to a colleague, thus fostering collaboration and efficiency. Ultimately, this innovative approach transforms the way organizations interact with their data, driving better decision-making and insights.

Demonstrate and enhance your impact with unparalleled insight into marketing performance. Understanding what succeeds and what falls short is a fundamental question that every marketer must address. This necessity highlights the importance of revenue attribution for every B2B marketing team. Adobe Marketo Measure goes beyond simply tracking clicks and leads, offering marketers extraordinary clarity on their actual influence on revenue. By attributing every interaction throughout the customer journey—whether digital or offline, paid or organic, marketing or sales—it enables precise identification of which channels and campaigns yield the highest revenue and return on investment. Managing fragmented data can be a source of frustration, but Adobe Marketo Measure streamlines this process by automatically integrating and consolidating your data, allowing you to focus more on leveraging insights rather than getting bogged down in monotonous tasks. You can obtain accurate information without the hassle of flawed spreadsheets and duplicated conversion counts. Additionally, it’s important to recognize that a single attribution model may not suit every scenario. With flexible options, marketers can tailor their approach to fit their unique needs.

Create a comprehensive understanding of your customers to provide them with the smooth experiences they desire. Establish consolidated customer profiles, highlight relevant information, and integrate all your data seamlessly on a single platform. Link your various data sources to a centralized hub for safe and efficient data sharing. Facilitate connections between applications and Salesforce organizations, ensuring that data flows effortlessly across all your cloud services. Allow your systems to identify each customer through a singular, reconciled profile. Equip data stewards with the tools necessary to adhere to regulatory requirements. Ensure that you deliver seamless interactions by accessing contact profiles and customer information from different organizations. By utilizing a unified customer profile, you can foster personalized engagement across all your cloud environments while enhancing customer satisfaction and loyalty. This holistic approach ultimately transforms the way you interact with your customer base.