QBRs With The Full Picture.
Prepare account reviews with live ERP context surfaced inside Salesforce workflows
Surface order history, revenue trends, and financial signals from Dynamics 365 inside Salesforce so account managers walk into QBRs prepared with the full account picture — not just CRM notes.
What's inside this demo
See ERP Context Early
- Revenue history, order trends, and invoice status from Dynamics 365
- Prepare QBR narratives grounded in real ERP data
- Spot account health signals before the review conversation
Prepare A Better Narrative
- Combine CRM activity with ERP financial signals for a complete brief
- Give executives the account context they need in minutes
- Surface year-over-year spend trends and product mix changes
Use this video when
Account manager preparing for a quarterly business review
Sales leader pulling account context before an executive meeting
CS team building QBR decks from live ERP and CRM data
Revenue leader reviewing account health ahead of a planning cycle
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Last updated: April 2026