Maximize value in board meetings with our #1 most requested asset: our clear, concise board deck.
Download Now

Salesforce & Mosaic Integration


Salesforce houses all your critical sales and customer data. But historically, integrating Salesforce to your financial systems for timely, relevant insight has been difficult. By marrying your CRM data with your HRIS and ERP, Mosaic provides:

Sales rep ramp and performance

Confidently plan for the future with insight into average ramp time for new sales team members.

Unified view of pipeline

Gain a clear, consistent view of pipeline and average days to close for cross-organizational alignment.

Cohort analysis

View win and retention rates by customer cohort to identify your most valuable customer segments and key areas of opportunity.

Explore more integrations

  • ERP
  • CRM
  • HRIS

business decisions

Request a demo
Watch video