Integrate Salesforce & Mosaic
Salesforce
Overview
Use Salesforce to manage sales pipeline, ARR Bookings, and customer account info. Sync that detail into Mosaic to analyze sales metrics and trends, and build detailed revenue models to forecast future growth.
Create real-time, interactive sales metrics dashboards
Instantly analyze key sales performance metrics like average rep ramp time, pipeline generation, days to close, and retention rates by customer cohort.
Drill down to see the transactions that drive revenue performance
Dynamically explore the account details that make up balances, trends, and variances for deeper context.
Automatically update actuals in reports, forecasts and models
Say goodbye to the endless hours of manual copy-and-paste updates, risks of errors, and broken formulas.
Combine financial and operational data to unlock new insights
Get instant visibility into sales efficiency metrics and explore how topline results flow through to net income, cash balances, and runway.
Key Features
Mosaic has all the tools you need to transform your sales pipeline and customer data into actionable financial and operational insights that drive success.
DETAILS
1-click data connection to Salesforce
Intelligent data mapping
150+ prebuilt financial and business metrics
35+ report and dashboard templates
Out-of-the-box sales pipeline dashboards
Metric Builder to customize any metric
Custom report builder
Automated CRM actuals in reports, dashboards, and models
Automated forecast vs. actual reporting
CRM Transaction-level drilldown
Role-based user access
Key Metrics
Mosaic makes it easy to report, forecast, and share all the key sales metrics that drive your topline — from pipeline to bookings, ARR, ACV, days to close, and more. Combine sales data with the rest of your financials for a complete view of business performance.
How It Works
Data integration shouldn’t be hard. At Mosaic, we make it easy. Get connected and start analyzing your data in minutes with these four simple steps.
STEPS
Enter your Salesforce account credentials directly within Mosaic
Sync your source data in Mosaic in 1 click
Map your CRM data to Mosaic with intelligent mapping tools
Start analyzing and modeling
Shared Data
See It in Action
More Resources
Videos
Build an ARR Model
Sales Pipeline to Cash Scenario Planning
Cohort Waterfall Modeling
ARR Bookings to Revenue Waterfall Model
Build a Rolling Forecast
Blogs
How to Get More Out of Your Salesforce Quickbooks Integration
NetSuite Salesforce Integration Guide
How to Build Salesforce Reports and Dashboards
Podcasts
Jason Peretz CRM Hygiene
FAQs
Why should I use Mosaic?
Finance teams use Mosaic to save more than 40 hours a month on highly manual data aggregation, formatting, and performance reporting. Mosaic gives finance teams a dedicated platform to streamline financial and operational performance reporting and modeling, helping align teams on forward-looking goals and strategy.
What prerequisites do I need to connect Salesforce to Mosaic?
Should I implement Mosaic first or Salesforce first?
What if I’m in the process of migrating from another CRM to Salesforce? Should I wait until the migration is finished before implementing Mosaic?
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