Orb's Salesforce integration brings usage data and financial resources natively into your Salesforce environment. The integration continually syncs resources from your Orb instance into Salesforce, including customer subscriptions, plan information, historical invoices, and usage.

In concert with other data that lives in Salesforce (e.g. opportunity metadata, imports from other analytics applications, or manually tracked notes), Orb data can be a powerful way to drive ongoing sales success.

The Salesforce integration allows your sales team to answer questions such as:

1. Which metrics is this Account being billed on? How is the last 30 days of utilization tracking for a given metric, and how does that compare to the previous 90 days?
2. Has there been an increase in utilization for this account recently that might motivate an upsell conversation, a decrease that could indicate a churn risk?
3. Is the breakdown of the upcoming invoice significantly different than previous invoices based on its line items?
4. Who are my top grossing accounts based on billed utilization? Which customers account for the top billed utilization for a specific metric?

Read more about the custom objects sync into Salesforce here.