CRM integration
Turn Salesforce opportunities, pipeline, and lead sources into governed revenue reporting your whole team can trust.
What you can do with Salesforce in Maven
Maven connects Salesforce and models opportunities, deal stages, leads, and accounts into governed CRM metrics you can trust. Track pipeline value, weighted pipeline, win rate, average deal size, and average days to close alongside the full lead funnel, MQL rate, SQL rate, and lead conversion rate, then break every result down by stage, pipeline, owner, lead source, or lifecycle stage. Snapshot open, won, and lost pipeline over time, and tie closed revenue back to the Google Ads, LinkedIn, and Facebook campaigns that sourced it.
What you can measure
Maven keeps Salesforce numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.
CRM deals or franchise-sales leads at deal grain
CRM deal amount for monetary CRM opportunities; FranConnect lead rows have no amount
Pipeline amount weighted by stage probability
Deals marked closed-won at the CRM stage outcome
CRM deals whose stage outcome is won or lost
Average days from creation to close
Average age of currently-open deals in days (creation to today)
Closed-won deals divided by all closed deals
Average CRM deal amount calculated from deal amount divided by deal count
Average number of days open deals have remained in their current pipeline stage
Average CRM forecast probability across deals that provide a forecast probability
Average pipeline-stage probability across represented CRM deals
CRM leads or contacts at lead/contact grain
CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead
CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead
CRM leads or contacts marked qualified by native or inferred lifecycle evidence
CRM leads or contacts marked converted by native or inferred lifecycle evidence
CRM leads or contacts that resolve to ecommerce customer identity
Marketing-qualified CRM leads divided by all CRM leads
Sales-qualified CRM leads divided by all CRM leads
Qualified CRM leads divided by all CRM leads
Converted CRM leads divided by all CRM leads
CRM leads matched to ecommerce customers divided by all CRM leads
Average native lead score across CRM leads that provide a score
CRM deal association rows or summary counts
CRM deal-to-contact associations where native contact IDs are available
CRM deal-to-account associations where native account IDs are available
CRM stage/property history events plus current-stage observations
Current-stage snapshot observations in the CRM stage history surface
Open deals in the pipeline as of each snapshot date
Open deal amount in the pipeline as of each snapshot date
Probability-weighted open pipeline value as of each snapshot date
Cumulative closed-won deals as of each snapshot date
Cumulative closed-lost deals as of each snapshot date
Deals in the stage as of the snapshot date.
Cumulative closed deal amount as of the snapshot date.
Questions you can ask
Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.
What is our deal pipeline value by stage for deals created in the last 90 days?
Show closed deals by stage
Show average days to close by owner
Show average open deal age by owner
Show open pipeline by stage
Show won and lost deals in the latest pipeline snapshot by stage
Show closed amount by pipeline in the latest pipeline snapshot
How many ServiceTitan bookings did we get in the last 30 days?
Report templates
Use Salesforce reporting templates to see what needs attention, what can be trusted, and which optional fields need cleanup before the next review.
A client-ready LinkedIn account engagement report connected to CRM pipeline, revenue, journeys, and warm-account signals.
Paid company delivery uses LinkedIn MEMBER_COMPANY. Organic engagement and firmographics require LinkedIn Company Intelligence provisioning.
How it works
No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
Maven pulls your Salesforce data (3 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.
Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.
What Maven syncs from Salesforce
Works well with
FAQ
Maven exposes 39 governed Salesforce metrics, including Deal Count, Deal Amount, Weighted Pipeline, Won Deals, Closed Deals and Avg Days to Close, each defined once so it means the same thing in every report.
You can break Salesforce metrics down by Deal Name, Pipeline, Deal stage, Stage Probability, Stage outcome, Source Timezone, Close date and Forecast Probability, and more.
Yes. Salesforce reports alongside sources like Google Ads, LinkedIn Ads, Facebook Ads, Google Analytics 4 and Google Search Console. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.
Maven syncs Salesforce automatically: a fast first source pull after connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the source data is fresh before it feeds a trusted reporting workflow.
Yes. Maven models Salesforce opportunities, deal stages, and the lead funnel alongside owner and lead source, so the same workspace can answer pipeline questions, value, weighted pipeline, win rate, and average days to close by stage or owner, and trace which acquisition sources produce the deals that close.
Yes. Maven connects to Salesforce over its official OAuth flow, no password sharing, stores access tokens encrypted, and pulls read-only reporting data into a governed warehouse you control.
Bring one recurring report, disputed metric, or client workflow. We'll show where the time goes, what can be trusted now, and how Maven would improve it.
We'll review the workflow behind one client report
You'll see what Maven can own across data, QA, and delivery
No pitch deck. No pressure. 20 minutes.
