Integrations that Accelerate Value

Deal Health-AI™ integrates natively with Salesforce®, bringing in Accounts, Contacts, and Opportunities through a secure, real-time sync. Standard Salesforce fields map directly into Deal Health-AI, giving reps instant deal visibility without duplicate entry. Salesforce remains the system of record — while Deal Health-AI transforms pipeline data into objective deal assessments, tailored recommendations, and AI-driven forecast confidence that helps every seller sell smarter and win more.

Deal Health-AI™ makes it easy to extend your pipeline intelligence into any analytics or reporting platform. Export client opportunities, deal scores and forecast probabilities as standard CSV files that can be imported into tools such as Microsoft Power BI®, Tableau®, Looker®, Qlik®, SAP Analytics Cloud, Oracle Analytics Cloud, Google Data Studio, or even Excel and custom BI environments. This flexibility gives sales leaders the freedom to blend Deal Health-AI insights with enterprise dashboards and performance reports – without complex integrations or data re-entry.