Compass + Salesforce

Unlock Salesforce insights instantly — right inside Slack.

Compass connects to your Salesforce data and delivers real-time answers in seconds, not days. No tickets, no dashboards, no context lost.

Sales teams live in Salesforce, but

Reports are rigid

Often too shallow for strategic questions.

Dashboards go stale

Or unused, missing critical context.

Analysts are overloaded

Weeks on projects stakeholders needed yesterday.

Context gets lost

Switching between tools disrupts deal flow.

“With Compass, I have the same level of confidence as with Salesforce. I can ask if it’s pulling from the right field, and it will correct course.”

Sales Leader

Compass Design Partner

Salesforce has the data, but Compass makes it actionable in Slack.

With Compass, sales leaders, RevOps, and analysts collaborate right in Slack — answering questions, spotting trends, and making decisions together.

Pipeline & Forecasting
Ryan Johnson
Ryan Johnson

@compassWhat's our projected ARR for Q4 based on Salesforce opportunities?

Rep Performance
James McAllister
James McAllister

@compassShow me Q2 win rates by rep from Salesforce.

Account Health
Paul Martinez
Paul Martinez

@compassGrade our renewals in Salesforce by health score.

Industry Insights
Priya Desi
Priya Desi

@compassWhich industries are closing fastest in Salesforce enterprise deals?

The Impact

10× faster decisions

Questions that once took days now take seconds.

Analyst leverage

Week-long Salesforce reporting projects shrink to an hour.

Trusted answers

Context is versioned in Git so definitions stay consistent.

Seamless adoption

85% of queries happen in Slack threads alongside live deal discussions.

Ready to win more deals with Salesforce data?

Bring Compass into Slack and turn insights into revenue.