Critical Numbers are your company’s heartbeat; they need to be accurate, up-to-date and highly visible.

Increase focus on what matters with accurate and up-to-date numbers with the Align-Salesforce integration, which feeds your Critical Number updates directly from your Salesforce reports.

Level Up Your Dashboard with Salesforce

  • Quickly Sync to Salesforce Reports

  • Keep Your Existing Reporting and Setup in Salesforce

  • No Gurus Needed

Track your most important metrics, such as:

  • Sales Pipeline
  • Active Leads
  • 3-month Trailing Win Rate

  • Don’t let the automation cause your team to lose focus on the Critical Number.  Instead, use your time saved to provide insight. With Critical Number Notes, you can add the why behind the update, allowing you to level up on the data most important to your business.

Not already an Align user?

Request a Demo to learn more about how Align can help your team improve communications and increase productivity in an average of 6 minutes a day.

Request A Demo

Already an Align User?

The Align-Salesforce integration is available now! For more information and how to connect your account, check out the FAQ Page or the video below: