CRM AnalyticsInstant clarity from your Salesforce data
Ask questions about pipeline, opportunities, and sales performance in plain English. Forecast with confidence and coach your team with data.
Which deals are at risk of slipping this quarter?
Based on your Salesforce data, here's what I found:
- Analyzed 12,847 records from the last 30 days
- Identified 3 key trends worth investigating
- Generated visualization ready to share
No SQL Required
Verified Answer
Unlock insights from your Salesforce data
Pipeline health monitoring
Spot risks before deals slip.
Sales forecast accuracy
Predictions you can trust.
Rep performance analysis
Coach with data, not opinions.
Win/loss analysis
Learn from every outcome.
Connect in Seconds
Unify your CRM data in minutes
Connect your Salesforce org with one click. Erdo automatically understands your standard and custom objects.
- Secure OAuth
- Connect with Salesforce OAuth—no passwords stored.
- All objects
- Leads, Accounts, Contacts, Opportunities, and custom objects.
- Custom fields
- All your custom fields are automatically available.
Connected Data Sources
4 integrations active
Ask Any Question
See what your reports can't
Go beyond standard Salesforce reports. Erdo surfaces at-risk deals, identifies top performer patterns, and spots pipeline bottlenecks.
- Pipeline analysis
- Visualize your pipeline by stage, rep, or time period.
- Deal scoring
- AI analysis of deal health and close probability.
- Forecast accuracy
- Track how accurate your forecasts have been historically.
Pipeline Value
$3.34M
Win Rate
7.3%
Stage Conversion Rates
Automate Insights
Turn CRM data into revenue
Get proactive alerts on stale deals, coaching opportunities, and activities that correlate with wins.
- Rep leaderboards
- Compare performance across your sales team.
- Activity analysis
- Understand which activities drive wins.
- Win rate insights
- Learn what factors correlate with winning deals.
Based on your data, here are the key drivers:
Enterprise deals up 52% QoQ
- New product launch added $2.4M
- APAC expansion contributed 18%
- Churn decreased from 4.2% to 2.8%
Enterprise Security
Built for Salesforce at scale
Works with complex orgs, respects your sharing rules, and supports sandbox environments.
- Sharing rules
- Respects your Salesforce security configuration.
- Sandbox support
- Connect to production or sandbox environments.
- Multi-org
- Analyze data across multiple Salesforce orgs.
Enterprise-Grade Security
AES-256 Encryption
Active
Data Isolation
Active
Role-Based Access
Enabled
Audit Logging
Active
Get started with Erdo
Erdo is an advanced next generation AI agent trained to provide fast and accurate insights from data.