Accounting & Finance

Salesforce X Cube

Sales planning, elevated.

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Salesforce

Forecast. Plan. Grow.

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Driver-based modeling in granular detail

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

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Sales planning with greater accuracy

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

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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.

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

JaCoby Marston, Accounting Manager, Design Pickle

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Why integrate Salesforce with Cube

Go live in days, not months—startup or enterprise FP&A teams. No consultants required.

  • 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.

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  • What data can be transferred as part of a Salesforce and Cube integration?
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    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?
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    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?
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    One to four weeks. 

See Cube in action