SPREAD AI: Salesforce reporting sales actually use
Internal tool · SalesforceAt a glance
A reporting tool built on live Salesforce data, including a contact relationship map that sales users actually adopt. Records are continuously out-enriched through Clay and Apex automations, so the picture stays current without anyone re-keying data.
Overview
Sales teams live in Salesforce but rarely trust the reports it produces. SPREAD AI is a reporting layer built directly on live Salesforce data, designed so the people in the field actually want to open it.
The challenge
Give sales a view of accounts and contacts that is current, connected, and effortless, without asking anyone to re-key data or maintain yet another tool.
What we built
A reporting tool with a contact relationship map at its core, so reps can see how people and accounts connect at a glance. Records are continuously out-enriched through Clay and Apex automations, keeping the picture fresh automatically.
The result
A report sales teams reach for on their own, because the data stays current and the relationships are finally visible.