Causal

+

Salesforce

Connect your models to Salesforce

Connect to your customers in a whole new way with the world’s #1 CRM platform.

Use Causal to build your company's financial plan, and connect it to your data in Salesforce to get visibility into your operations, and to make sure that your forecasts are up-to-date. Here's what you can do once your Salesforce data is connected to your Causal model:

Scenario planning: 

Build custom scenarios in a few clicks and compare them side-by-side in charts and tables.

Budget vs actuals analysis:

Causal automatically takes snapshots of your model, letting you track its performance against actual data as it comes in.

Rolling forecasts:

Build your forecasts on top of actuals so that they're automatically kept up-to-date as new data comes in.

Powering data-driven teams

Paperlike logo