Where Salesforce-Connected AI Apps Deliver Value

Problem

Revenue leaders and account teams spend hours pulling history before customer meetings, then still miss discount drift or margin warnings hidden across Opportunities and Line Items.

What the AI App Produces

United Intelligence generates a meeting prep brief in minutes with deal context, discount movement, margin trend, and flagged exceptions tied to specific Salesforce records.

Business Impact

Leaders walk into meetings with verified context and clear priorities. Prep time drops while decision quality rises.

Problem

Renewal cycles stall when pricing history, contract terms, and account signals are fragmented across CRM data and analyst spreadsheets.

What the AI App Produces

The AI app assembles a renewal briefing with purchase history, pricing consistency across periods, margin trajectory, and exception alerts with full permission-scoped traceability.

Business Impact

Account teams identify risks and upsell opportunities before the call, not during it. Renewal planning becomes faster and more reliable.

Problem

Multi-region pricing variance grows silently across reps, channels, and contract structures, creating margin leakage and audit exposure.

What the AI App Produces

United Intelligence analyzes closed opportunities by region and segment to flag out-of-band prices, discount drift, and below-target margin accounts with record-level evidence.

Business Impact

RevOps and finance teams can standardize pricing with quantified leakage and clear accountability by territory.

Problem

Executives need weekly updates on revenue quality and risk, but manual reporting cycles are slow and inconsistent.

What the AI App Produces

United Intelligence produces concise executive briefs with deterministic metrics clearly separated from AI narrative. Every output includes source record counts, filters, and timestamps.

Business Impact

Leadership receives fast, traceable updates that support decisive action without sacrificing confidence in the data.

Problem

Manufacturing teams lose time when sales commitments and fulfillment realities are disconnected across CRM and ERP workflows.

What the AI App Produces

The connected app surfaces order trend shifts, contract deviations, and sales-to-operations handoff gaps so production teams can act before delays compound.

Business Impact

Operations detects risk earlier, planning aligns with live demand, and cross-functional handoffs become cleaner and faster.