Salesforce + Querri
Ask about your pipeline in plain language and get an answer that also knows your quotas, your invoices and your definitions. Querri brings Salesforce into one place with the rest of your business and keeps it in sync.
Querri only ever reads from Salesforce. It never sees your password. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Why Salesforce reporting gets hard
Every RevOps team knows these walls. None of them is a Salesforce bug; they're what happens when the questions reach past one report.
A report sees what its report type sees. Joined reports stop at five blocks, and quotas, invoices and product usage usually live somewhere else entirely.
Field history tracks up to 20 fields per object and keeps them for 18 months, unless you buy Field Audit Trail. "What changed since last week?" turns into a snapshot project.
Reports display at most 2,000 rows, and a dashboard holds 20 components. Past that, someone exports to a spreadsheet and the numbers start to drift.
Stages get renamed, lead source is typed six ways, and the same customer exists as three accounts. Win rate by source is only as good as the cleanup someone did by hand.
A new report type, a formula field, a dashboard for one team: each waits for an admin, and the question is old by the time it's answered.
What you can finally answer
Each one is a real request RevOps, finance and sales leaders make, the reason it's hard today, and what Querri does with it.
Why it's hard
Quota usually lives in a spreadsheet or a planning tool, not on the opportunity, so coverage means an export and a VLOOKUP every week.
With Querri
Connect Salesforce and the quota sheet once. Querri joins them in the Library, measures coverage as a KPI and keeps it current on every sync. The pipeline coverage playbook walks through it.
Why it's hard
Salesforce shows the pipeline as it is now. Comparing to last week takes tracked field history or reporting snapshots set up in advance.
With Querri
Track pipeline as a KPI and Querri keeps its history from the day you start, so "versus last week" is a question, not a project. Nightly insights flags the moves worth a look before Monday's meeting.
Why it's hard
Salesforce knows what was booked; NetSuite or QuickBooks knows what was billed and paid. Sales and finance each bring a number, and both are defensible.
With Querri
Querri joins closed-won opportunities to invoices and payments, and you say once what a booking means in Facts & rules. Every answer after that uses the same definition, and the gaps come back as a list you can act on.
Why it's hard
Lead source is free text in half the org: "Webinar", "webinar ", "Web-inar". Duplicate accounts double-count wins.
With Querri
Querri checks the columns before it writes the query: values spelled many ways, duplicates, blanks that aren't blank. It tells you how much the cleanup moved the number, so nothing changes quietly. See data cleansing and how Querri checks its work.
Why it's hard
A stalled deal looks fine in every report until someone sorts by last activity, and nobody does that for every rep every day.
With Querri
Monitors judge each rep and region against its own history every night, with arithmetic rather than a model's guess. What's worth a look waits in your Inbox in the morning. See Nightly insights and monitors.
Why it's hard
One report per rep means one filter per rep, kept up by hand, and the formatting breaks the moment someone opens it in Excel.
With Querri
Build the forecast once as a project. A schedule reruns it on fresh Salesforce data and sends each rep their own version as email or a formatted workbook. See reports and automation.
Why it's hard
Campaigns live in HubSpot or ad platforms, revenue lives in Salesforce, and the join between them is a person's email address that doesn't always match.
With Querri
Querri brings HubSpot and your ad platforms into the same Library, matches contacts across systems and says how it matched them, with a caveat when a match could be off.
Why it's hard
Point an assistant at Salesforce and every prompt picks its own definition of pipeline. Two people get two numbers.
With Querri
Connect Querri to Claude or ChatGPT once. The assistant answers from your Library, with your rules and each person's own access, so the answer in Claude matches the dashboard.
Salesforce plus the rest
Your CRM knows the deal. Finance knows the invoice, marketing knows the campaign, the warehouse knows the usage. Querri joins them in one Library, so a question about revenue doesn't stop at the edge of Salesforce.
Salesforce pairs well with
Answers you can stand behind
"Pipeline added this quarter" can mean opportunities created this quarter or opportunities that reached a pipeline stage this quarter. Both are defensible, and they give different numbers. Querri answers with one, names it and shows you the other, so the meeting argues about the business, not the math. See how answers work.
Wake up to what changed
Every night Querri checks your KPIs against their own history and looks for the part of the pipeline nobody is watching. In the morning it's waiting in your Inbox, and nothing changes without your OK.
Custom Salesforce dashboards
Describe the dashboard you want, or start from a screenshot of the one leadership already uses. Every change after that is a sentence, every chart reads from the same Library as the chat, and each rep can see only their own rows.
Reports you can stop rebuilding
Open pipeline against quota from your planning sheet, refreshed on every sync.
Read the playbookBookings, pipeline movement and forecast in one email every Monday.
Read the playbookWhich committed deals are likely to slip, from stage age and activity.
Read the playbookAccounts up for renewal with falling usage or open cases.
Read the playbookAccount history, revenue and cases, ready for the quarterly review.
Read the playbookClosed-won reconciled to invoices and payments in your ERP.
See reportsWhat comes over
Querri syncs the objects you choose, with their fields, and keeps them current. It can only sync what the Salesforce user you connect with is allowed to see.
Selected by default
Incremental syncs pick up changed records as often as hourly; a full refresh runs daily, weekly or monthly and also clears records deleted in Salesforce.
Objects with 100,000 records or more load through Salesforce's Bulk API automatically, so there's no 2,000-row ceiling.
Querri only ever reads from Salesforce. It never creates, changes or deletes a record.
You sign in with Salesforce. The Connector Agent never sees a password; it only knows the connection is set.
How to connect Salesforce
In Querri, open Connect and say "connect our Salesforce," or pick Salesforce from the catalog.
Approve access in Salesforce's own sign-in. Querri never sees your password.
The standard CRM objects are already selected. Add custom objects, or pick All Tables.
Nothing loads until you approve it. Pick how often it syncs.
The data lands in your Library, ready for questions, dashboards and reports.
Salesforce FAQ
Open Connect in Querri and ask the Connector Agent to connect Salesforce, or pick it from the catalog. Sign in with Salesforce, choose the objects to sync (the standard CRM objects are preselected), then approve the load and a schedule. Querri never sees your Salesforce password.
Accounts, contacts, leads, opportunities and line items, cases, campaigns, tasks, events, users, products, price books, contracts, orders and assets are selected by default, and you can add any custom object the connected user can query. Querri can only sync what that user is allowed to see.
Incremental syncs pick up changed records as often as hourly, using each record's last-modified date. A full refresh can run daily, weekly or monthly and also removes records deleted in Salesforce. You can run a sync by hand at any time.
No. Querri only ever reads from Salesforce. It never creates, updates or deletes a record.
Querri can only sync the objects and fields that the Salesforce user you connect with is allowed to see, so connect with a user whose access matches what you want in Querri. Inside Querri, who sees which rows is set by Querri's own sharing and row-level access, not by each person's Salesforce permissions.
Querri syncs whole objects rather than running reports, and objects with 100,000 records or more load through Salesforce's Bulk API automatically. Questions, dashboards and exports in Querri work on the full data, not the first 2,000 rows.
Track pipeline as a KPI in Querri. Querri keeps the KPI's history from the day you start measuring it, so you can ask how it moved since last week, and Nightly insights flags changes worth a look without anyone building a snapshot report.
Connect both, and Querri joins them in the Library: closed-won opportunities to sales orders, invoices and payments, matched on the customer. Tell Querri once what counts as a booking, and every answer, dashboard and report uses that definition.
Connect both, and Querri matches contacts and companies across the two systems so you can follow a marketing source through to closed revenue. When a match could be off, for example because of a different email address, the answer says so.
Connect Salesforce and the spreadsheet or system that holds quota. Querri joins them, measures coverage by region and rep as a KPI, and keeps it current on every sync. The pipeline coverage playbook walks through it step by step.
Yes. Describe the dashboard, or start from a screenshot of the one you use today. You change it by asking, it can mix Salesforce with other systems, and each person can be limited to their own rows.
Yes. Connect Querri to Claude or ChatGPT once, and the assistant answers from your Querri Library with your definitions and rules, under each person's own access in Querri. The answer in Claude matches the one in Querri.
Yes. Build the report once as a project, then schedule it. Querri reruns it on fresh Salesforce data and can send each rep their own version as an email or a formatted Excel workbook.
Querri checks the columns before it answers: the same value spelled many ways, duplicate records, text that only looks blank. It tells you what it cleaned and how much that moved the number, and it says so when it couldn't check.
Yes. In Querri you set a row filter per person once, and it follows them into chat, dashboards, Claude and the API.
Yes. Objects with 100,000 records or more load through Salesforce's Bulk API 2.0 automatically, and incremental syncs only pick up records that changed.
Not today. Querri connects through Salesforce's standard sign-in at login.salesforce.com.
Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified. You sign in through Salesforce, so the Connector Agent never sees your password, data is encrypted in transit and at rest, and your data is never used to train a model.
Keep exploring
Connect it in a few minutes. Querri only ever reads your data.